Contact us
Latest Comment & Analysis
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The question, however, has been about how to act on these ideas and use them in portfolios. That requires an ability ...
ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?
In this feature, we talk to a variety of firms and organisations about the Berne Financial Services Agreement which is now in force, and what it means for banks, insurers, wealth managers and others. ...
ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint
This news service looks at how the UK-based family office industry has handled challenges of rising taxes on wealthy foreigners and domestic UK citizens; the ways that international centres are sharpening their ...
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...
Let's Walk Down The Wealth Corridor
A term that arises in discussions about banks' and wealth managers' geographic strategy is the "corridor." We talked to BNP Paribas Wealth Management in Hong Kong recently, and delved into how this concept can 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...
Latest News
Value Investors Should Cheer Higher Japan Rates – Here's Why
The case for value investing and for holding banks will rise if or when Japan has to raise rates to curb inflationary pressures stemming from the energy market dislocations, a large asset management house argues...
Arbitration Gains Traction In Private Wealth Wrangles
Instead of costly and endless litigation via the courts, arbitration is growing more popular as a way to resolve disputes such as trusts and estates arguments. We talk to Schellenberg Wittmer, the law firm. ...
What's New In Investments, Funds? – Fullgoal, Hong Kong
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Who's Moving Where In Wealth Management? – Amundi
The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...
How HNW Individuals Ride Hong Kong's Liquidity Event Wave
This news service recently spoke to international law firm Stephenson Harwood about how IPOs and other liquidity events in Hong Kong drive demand for advice on structuring, holding and managing new wealth. ...
What’s New In Investments, Funds? – Value Partners, Aberdeen Investments
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...