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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
Rise In Eurozone Inflation Sparks Rate Hike Predictions
After latest figures from the EU statistics office Eurostat show a rise in inflation in the eurozone in March, investment managers discuss the impact and the timing of a potential interest rate hike. ...
Who's Moving Where In Wealth Management? – Weatherbys
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Digital Digest: The Latest Tech News – CMB Monaco, FNZ
The latest technology news in the wealth management sector from around the world. ...
Value Investors Should Cheer Higher Japan Rates – Here's Why
The case for value investing and for holding banks will rise if or when Japan has to raise rates to curb inflationary pressures stemming from the energy market dislocations, a large asset management house argues...
What’s New In Investments, Funds? – WisdomTree, Brown Advisory
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Ex-Temenos CEO Becomes Strategic Investor Into Swiss VC House
Max Chuard, who worked at Temenos for more than two decades, is one of the most prominent players in the banking tech space. He has his own family office, which now invests in the Swiss VC firm Aperture. ...