Privacy

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Latest Comment & Analysis

ESG
3 December 2025

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...

Investment Strategies
3 October 2025

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...

Compliance
19 September 2025

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. ...

Strategy
1 September 2025

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...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB

As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this week, dignatories and senior FNB executives gathered to highlight the importance of offshore banking, the growin...

Latest News

Technology
17 December 2025

Citigroup, LSEG Forge Multi-Year Pact

The financial data and infrastructure group will support workflows across Citigroup, including areas such as wealth management.  ...

People Moves
17 December 2025

Luxembourg’s Quintet Names New Group CEO

The firm said that the new CEO, who has proven his ability to design and successfully implement transformative strategic changes, embodies an entrepreneurial spirit marked by ambition and drive. ...

People Moves
17 December 2025

Who’s Moving Where In Wealth Management? – Arbuthnot Latham, Columbia Threadneedle Investments

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...

Investment Strategies
17 December 2025

UK's Rathbones Favours US, Asian, UK Equities

UK Rathbones Asset Management’s fund managers share their outlook for 2026, being cautiously upbeat, notably on US, Asian and UK equities. ...

New Products
17 December 2025

EXCLUSIVE: Altana Wealth Targets China’s Real Estate

Altana Wealth, a specialist fund manager focused on delivering alpha from niche strategies uncorrelated to other asset classes, has launched a new fund. ...

New Products
17 December 2025

What’s New In Investments, Funds? – Universal Investment Group, Muzinich & Co, SMBC

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...