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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...
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. ...
Latest News
Switzerland's Vontobel Reports Rise In 2025 Net Profit
Among other developments, the Zurich-listed firm said it is continuing to build out its private clients business arm, including the US West Coast. ...
EXCLUSIVE: SuMi TRUST, Amundi, Invesco Positive On Japanese Equities, Ahead Of A Snap Election
With a snap election in Japan on 8 February, SuMi TRUST, a large Japanese asset manager, talks with this news service about why it is positive about Japan’s economic outlook and stock market in 2026, notably A...
Fourth Quarter 2025 Net Income Rises At BNP Paribas; Raises Targets
The French banking group - which operates in regions including Asia - has lifted a number of its targets, such as return on equity, and announced a broadly strong set of results for last year and the final quart...
What's New In Investments, Funds? – Partners Capital, iCapital, BlackRock Aladdin
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Majedie Investment Trust's Manager Sees Emerging Market Outperformance
Experts at London-headquartered Marylebone Partners, the investment manager for the Majedie investment trust, discussed the trust, outlining top holdings and stock picks, at a media event attended by WealthBrief...
Emerging Markets, UK Trusts To Benefit From US Unpredictable Policy – AIC
Although US equities remain a cornerstone of investors portfolios, a number of investors are diversifying into commodities, UK trusts, European and emerging market equities, due to trade tensions. The Associatio...