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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
Who’s Moving Where In Wealth Management? – Sun Life, Citi
The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...
UK’s Rathbones Upbeat On Emerging Markets, ESG, Gilts In 2026
UK Rathbones Asset Management’s fund managers shared their investment outlook for 2026 at a media event in London this week, highlighting a preference for emerging market equities, UK mid-caps, gilts and ESG i...
What’s New In Investments, Funds? – William Blair Investment Management
The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...
Regulatory Fines Up In APAC, Europe In 2025 – Fenergo
Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management (CLM), know your customer (KYC) and transaction monitoring, has released its annual findings on global financial inst...
Rise In JP Morgan Net Revenue In Q4 2025
The firm concluded 2025 with a strong fourth quarter, with each line of business performing well. ...
Investment Lifecycle, Data Group Opens Hong Kong Office
The company, originating in the US and now operating in regions including Europe, said it services more than $5.3 trillion of gross assets under management. Such firms are part of the "plumbing" of global financ...