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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...

Strategy
17 November 2025

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...

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...

Investment Strategies
26 September 2025

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. ...

Wealth Strategies
22 September 2025

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. ...

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. ...

Latest News

M and A
5 January 2026

Deals Of The Day: The Latest In Wealth Management M&A – MetLife Investment Management, PineBridge

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
5 January 2026

Who's Moving Where In Wealth Management? – HKIFA, Standard Chartered

The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...

Real Estate
5 January 2026

DWS Positive On Asia Pacific Real Estate In 2026

German asset manager DWS has released its Asia Pacific real estate outlook for 2026, highlighting a positive stance. ...

Investment Strategies
5 January 2026

Focus On Sustainable Investment, AI And The Energy Transition – EdenTree

Despite the challenges, UK sustainable investment manager EdenTree said that in 2026 it is committed to investing in businesses that deliver positive outcomes for people and the planet.  ...

Investment Strategies
24 December 2025

Schroders Favours US Over European Equities, Gold

Patrick Brenner, chief investment officer, multi asset London-listed investment manager at Schroders outlines his latest multi-asset views. ...

New Products
24 December 2025

What’s New In Investments, Funds? – S64, Bridgepoint

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