Latest Comment & Analysis
EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House
After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place from 10 to 21 November, Jean-Philippe Desmartin at Paris-based Edmond de Rothschild Asset Management and Olly H...
Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why
Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries is imprudent leverage. An investment firm focused on digital assets and cryptocurrencies flags a concern about th...
Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility
Continuing our look at ideas on asset allocation and the approaches wealth managers take, we examine the use of hedging tools to manage risk, as well as a set of broad themes that have emerged this year. ...
Changing Asset Allocation Frontiers - An Overview
We take a dive into different approaches to how asset allocation should be handled, examine various views - including contrarian ones - and consider how attitudes about diversification have changed over time. ...
From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance
This news service discusses establishing sources of wealth, the challenge of cryptos in a market dramatically changed by the current US administration, suspicious activity reports (SARs), and more. ...
Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat
A senior private banker for Lombard Odier, working for many years in Singapore, has made the move to the rather more heavily taxed location of London, but one from which he sees plenty of opportunities for growt...
Latest News
OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year
The editor takes a brief look at the sort of considerations in play for wealth managers seeking to manage clients' money as the year gets under way. ...
Investors "Too Optimistic" On Future Earnings Growth – Bank J Safra Sarasin
When looking for equities, investors must consider whether AI is going to boost growth sufficiently in the targeted sector. ...
Who’s Moving Where In Wealth Management? – Tyndall, Allspring, 7IM, Wealth Club, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
UK Donor-Advised Fund Makes First Major Grant, Highlights DAF Sector's Growth
The grant from the donor-advised fund in the UK is an example of how the DAF model continues to evolve in the philanthropy space. ...
Saudi Arabia's Rule Relaxation Booster For Stocks, Not A "Game Changer" – Fund Manager
The fund management house noted that the change comes as the Middle East nation cultivates a number of IPOs, part of a 2030 reform programme. ...
UK Financial Advisors Bracing For Increased Market Volatility In 2026 – Survey
New research from Wesleyan, a Birmingham-headquartered mutual, was released this week, revealing that UK financial advisors are bracing for increased market volatility in 2026. ...