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Latest Comment & Analysis

Wealth Strategies
2 March 2026

Can AI Turbocharge Behavioural Finance?

The field known as behavioural finance is not new – insights have been discussed for years. The question, however, has been about how to act on these ideas and use them in portfolios. That requires an ability ...

Compliance
23 February 2026

ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?

In this feature, we talk to a variety of firms and organisations about the Berne Financial Services Agreement which is now in force, and what it means for banks, insurers, wealth managers and others.  ...

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...

Latest News

Investment Strategies
1 April 2026

Value Investors Should Cheer Higher Japan Rates - Here's Why

The case for value investing and for holding banks will rise if or when Japan has to raise rates to curb inflationary pressures stemming from the energy market dislocations, a large asset management house argues...

Legal
1 April 2026

Arbitration Gains Traction In Private Wealth Wrangles

Instead of costly and endless litigation via the courts, arbitration is growing more popular as a way to resolve disputes such as around trusts and estates arguments. We talk to Schellenberg Wittmer, the law fir...

Fund Management
1 April 2026

What's New In Investments, Funds? - Fullgoal, Hong Kong

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

People Moves
1 April 2026

Who's Moving Where In Wealth Management? - Amundi

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

Trust Estate
31 March 2026

How HNW Individuals Ride Hong Kong's Liquidity Event Wave

This news service recently spoke to international law firm Stephenson Harwood about how IPOs and other liquidity events in Hong Kong drive demand for advice on structuring, holding and managing new wealth. ...

New Products
31 March 2026

What’s New In Investments, Funds? – Value Partners, Aberdeen Investments

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