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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...
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. ...
Latest News
Standard Chartered Becomes F1's Official Wealth Partner
The UK-listed bank says it joins a select group of banks that support the global, glamorous motor racing series of F1. ...
Caution Is Investment Watchword For UK-Based Welrex
Although taking a broadly "conservative investment" position, the wealth management firm is also unafraid, it says, to state that the US remains "uniquely positioned" in macroeconomic terms. ...
Asia's Financial Sector Is A Long Way From Modernising Compliance – Survey
One challenge that firms with legacy systems face is trying to reconcile the need to innovate with being accountable to regulators. ...
Client Engagement, Staff Retention Are Managers’ Top Priorities – Research
WTW’s Wealth Investments business has identified key challenges and priorities facing the wealth management industry in 2026. The research, conducted in collaboration with the Thinking Ahead Institute, provide...
AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway
We talk to the international multi-family office's investment chief about its approach to capturing returns, sources of liquidity and risk management for its clients. ...
William Blair IM Opens Singapore Trading Desk
The new trading operation adds to the firm's footprint in the US and UK. ...