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Latest Comment & Analysis

Family Office
22 January 2026

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 ...

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. ...

Latest News

People Moves
25 February 2026

Who's Moving Where In Wealth Management? – Citigroup, Vietnam

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

Tax
25 February 2026

Mitigation Strategies Surface As Californian Wealth Tax Battle Heats Up

A possible wealth tax in California is a controversial topic that has lessons not just for the wider world. Debates about reducing income and wealth inequality on one hand, and the dangers of the impact on econo...

Asset Management
25 February 2026

What's New In Investments, Funds? – Manulife Singapore

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

Financial Results
24 February 2026

Wealth Solutions Operating Income Rises At Standard Chartered In 2025

Wealth solutions results at the bank showed a rise in operating income and it booked $52 billion in affluent net new money. ...

People Moves
24 February 2026

Who's Moving Where In Wealth Management? – Julius Baer, Schroders Capital

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

New Products
24 February 2026

What’s New In Investments, Funds? – Fidelity International, Standard Chartered

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