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Latest Comment & Analysis

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. ...

Compliance
19 September 2025

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

Investment Strategies
30 January 2026

Wealth Managers Continue To Increase Emerging Market Exposure

After emerging market equities outperformed developed ones in 2025 and as investment managers seekk to diversify portfolios in 2026, a number of wealth managers are continuing to step up exposure to emerging mar...

Alt Investments
30 January 2026

Citigroup Leans Into "Democratisation" Of Private Markets Theme

Private clients at the bank in Asia and the Middle East are being targeted by the change, part of a continuing trend in international wealth management. ...

Surveys
30 January 2026

Allocations To Private Market Investments To Climb In 2026 – Hamilton Lane

US-headquartered private market investment firm Hamilton Lane, which has $1 trillion in assets under management, has released its 2026 Global Private Wealth Survey, showing that private wealth investors are posi...

Strategy
29 January 2026

Standard Chartered Becomes F1's Official Wealth Partner

The UK-listed bank says it joins a select group of banks that support the global, glamorous motor racing series of F1. ...

Investment Strategies
29 January 2026

Caution Is Investment Watchword For UK-Based WELREX

Although taking a broadly "conservative investment" position, the wealth management firm is also unafraid, it says, to state that the US remains "uniquely positioned" in macroeconomic terms. ...

Compliance
29 January 2026

Asia's Financial Sector Is A Long Way From Modernising Compliance – Survey

One challenge that firms with legacy systems face is trying to reconcile the need to innovate with being accountable to regulators. ...