Latest Comment & Analysis
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 ...
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. ...
ANALYSIS: Evergreen Funds: Should Investors Be Wary? – Part 2
We continue to examine the pros and possible cons of evergreen funds for private markets, and the circumstances around their ascent. ...
ANALYSIS: “Evergreen” Private Markets Funds; Should Investors Be Wary? – Part 1
This is the first article in a two-part feature that examines the rise of “evergreen” funds in private market investing, their appeal, the risks and the challenges in managing them. ...
ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
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 ...
Latest News
AI Driving Investment Activity In Private Markets – Hamilton Lane Report
US-headquartered private market investment firm Hamilton Lane, which has $1 trillion in assets under management, has released its “Market Overview” exploring this year’s global private markets landscape, h...
Blackstone Beefs Up EMEA Private Wealth Operations
Blackstone, along with peers such as Carlyle and KKR, has been developing its private wealth business. ...
ETF Expansion Shows No Sign Of Let Up – PwC
As a number of wealth managers launch exchange-traded funds, PwC’s latest global ETF report and data suggests a structural shift in how the next $15 trillion in assets will be managed. There remain questions ...
Digital Digest: The Latest Tech News – WealthAi, Stratiphy
The latest technology news in the wealth management sector from around the world. ...
What’s New In Investments, Funds? – Amundi
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Who’s Moving Where In Wealth Management? – FNZ, RBC Brewin Dolphin, Rathbones, Chester Rose
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...