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.  ...

Alt Investments
18 February 2026

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. ...

Alt Investments
17 February 2026

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.  ...

Strategy
9 February 2026

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...

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 ...

Latest News

People Moves
11 March 2026

Blackstone Beefs Up EMEA Private Wealth Operations

Blackstone, along with peers such as Carlyle and KKR, has been developing its private wealth business. ...

Technology
11 March 2026

Digital Digest: The Latest Tech News – WealthAi, Stratiphy

The latest technology news in the wealth management sector from around the world. ...

New Products
11 March 2026

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. ...

People Moves
11 March 2026

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. ...

Investment Strategies
10 March 2026

Middle East Conflict: Spotlight On Fixed Income As Oil Prices Surge

After oil prices surged to over $100 a barrel on Monday morning and bond yields rose on forecasts of a prolonged conflict in the Middle East, investment managers discuss the outlook for inflation, potential inte...

Statistics
10 March 2026

Hedge Funds Come Through Geopolitical Dramas With February Gains – Data

The figures are an example of the "all-weather" aspect of hedge funds in their ability to profit from significant market shifts, as shown now by the dramas in the Gulf. ...