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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
F2 Strategy Welcomes Back Former CEO
The CEO had left to work at FNZ but instead he's returned to his old employer. ...
Aberdeen Adviser CEO To Depart, Successor Announcement "Soon"
The CEO has been at the business since 2003 and in the post since 2019. ...
Who’s Moving Where In Wealth Management? – Stonehage Fleming, TrinityBridge
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Diversity Project Rebrands Across UK, Europe, North America
The Diversity Project UK, Diversity Project Europe and Nicsa’s Diversity Project North America have announced a new phase of global collaboration. ...
OPINION OF THE WEEK: Private Credit Sector Nerves Provide Salutary Warning
However the whole private credit redemption control saga plays out, investors have perhaps received a timely warning that the asset class carries risks. Those advising HNW, affluent and retail clients should tak...
Dutch Wealth Manager Maintains Equity Overweight Amidst Conflict
As oil prices surge amidst the escalating US–Israel conflict with Iran, Joost van Leenders, senior investment strategist at Dutch wealth manager Van Lanschot Kempen, discusses his asset allocation outlook. ...