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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
EXCLUSIVE: BNP Paribas WM Highlights Case For Emerging Markets, Renewables
Amidst rising geopolitical tensions, this news service visited Paris this month to meet Edmund Shing at BNP Paribas Wealth Management. ...
Arbuthnot AuM Up In 2025, Profits Down
Although the group released mixed financial results for the 2025 financial year, it said it had "performed resiliently" in an "uncertain and low-growth economic environment." ...
Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Brooks Macdonald, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Suntera Global Names New COO
Suntera Global, a multi-jurisdictional provider of fund, corporate and private wealth services, has made a senior hire whose deep industry experience stands to "make him a dynamic leader." ...
Bank Aston Group Targets Jersey
The Bank Aston Group, owners of Bank Aston, a new offshore bank serving the international offshore community and based in Guernsey, have announced plans to expand into Jersey. ...
BWC Benchmarking Adds Two New Ambassadors
The ambassadors have been chosen to ensure that BWC's analysis of information about performance, remuneration, fees and charges is grounded in the practical realities facing the sector. ...