Aberdeen CIO on Iran: EM equities, infra debt hedge as gold loses shine
TL;DR Aberdeen's CIO recommends emerging market equities and infrastructure debt as hedges against Iran-related geopolitical risk, arguing gold's rally has made it overvalued
Six Wealth Firms That Avoid Cliché Branding
TL;DR A study of 100 financial advisory firms found only six had original branding. For family offices, generic branding is a governance and reputational liability, hurting talent
Modern Wealth enters Colorado with Brown and Company deal
TL;DR Modern Wealth Management acquires Colorado-based Brown and Company, gaining its first physical presence in the state. The deal exemplifies RIA consolidation trends relevant to Asia-Pacific family
Musk vies to turn X into super app with banking tool near launch
TL;DR Elon Musk's X platform is preparing to launch financial services like payments and cash accounts, aiming to become a Western super app. This move
Charles Spencer: ‘good taste’ and your taste are not always the same thing
TL;DR Charles Spencer's reflection on inherited 'good taste' parallels family office succession. Next-gen principals must adapt governance and investment frameworks to modern conditions,
J.P Morgan, Indosuez, Julius Baer on Southeast Asia’s $3.6tn wealth puzzle
TL;DR Southeast Asia's private wealth is projected to hit $3.6tn by 2030. Major private banks like J.P. Morgan, Indosuez, and Julius Baer are
Endowus, CIP open green energy access for wealthy investors in Singapore, Hong Kong
TL;DR Endowus partners with Copenhagen Infrastructure Partners to offer accredited investors in Singapore and Hong Kong access to a flagship green energy infrastructure fund with a USD