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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
Drivers Of Family Offices' Wealth Evolve; Investments Shift To Europe, Asia – FINTRX
A barometer on the scale and scope of the world's family offices sector shows that the liquidity events that mint new FOs are changing, with slightly fewer cases coming in 2025 from the real estate area. There h...
Summary Of Executive Moves In Global Wealth Management – January 2026
A roundup of the moves, changes, appointments and personnel shifts in January around the world. ...
EFG International Shareholders Approve Dividend Raise, Re-Elections
The Swiss firm's AGM saw shareholders approve a dividend hike for 2025 and re-election of its board of directors for one year, including chairman Alexander Classen. ...
Inheritance, Capital Gains Tax Data Highlights Fiscal Squeeze In UK
Latest data about UK inheritance tax and capital gains taxes highlights the impact of "fiscal drag" – and the role advisors must play in seeking workable solutions, where possible. ...
Diversification From US Equities Continues – Natixis IM
In Paris last week, experts at Natixis Investment Managers Thought Leadership Summit, attended by this news service, discussed the outlook for global equities, against a backdrop of rising geopolitical tensions ...
EXCLUSIVE: Spotlight On Listed Infrastructure
Justin Lannen and Steven Kempler, portfolio managers of the Pacific Maple-Brown Abbott Global Listed Infrastructure Fund, from the Global Listed Infrastructure (MBA GLI) team at Maple-Brown Abbott, an Australian...