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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
17 February 2026

Barclays Gets Ready For Singapore Private Bank Booking Centre

As reported some months ago, the UK-listed bank is re-establishing a booking centre in the jurisdiction, completing a return to where it was a decade ago. ...

Client Affairs
16 February 2026

Matthews Transitions Controlling Equity Ownership

California-headquartered Matthews International Capital Management announces transition in controlling equity partnership and makes senior hire. ...

People Moves
16 February 2026

Bank Of Singapore Names Customised Solutions Head

The new appointee previously worked on the wealth and private banking sides of UBS and Credit Suisse, among other roles. ...

WM Market Reports
16 February 2026

Report Explores What Makes Effective Family Enterprise Governance

A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that make for good governance. ...

New Office
16 February 2026

WRISE Boosts Taiwan Business

Singapore-headquartered WRISE Group, a fast-growing Asian wealth management firm, expands its regional footprint in Taiwan. ...

Investment Strategies
16 February 2026

Focus On Chinese Equities In Year Of The Horse

After China hit its 5 per cent GDP target in 2025 and its equity market delivered strong returns, the UK's Association of Investment Companies asked investment managers with exposure to China about prospects for...