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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
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. ...
Silicon Valley Big Hitters Join AI "Infrastructure Hyperscaler"; Secures $2 Billion Fundraise
Investment firms such as Citadel, Point72 and the Norwegian group Aker ASA joined the funding round. A former UK deputy PM and Meta global head of corporate affairs, Meta ex-COO and former president of Yahoo hav...
Who’s Moving Where In Wealth Management? – Thomas Tyndall, Moonfare
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Private Banks Missing $100 trillion Opportunity As Women’s Wealth Rises – HSBC Report
HSBC Private Bank released a new report on International Women’s Day on 8 March entitled “Women and Wealth: A Global Opportunity,” showing that women create, inherit and control a greater proportion of wea...
More Than Just A Game: Deutsche Bank's Expanding Sports Finance Strategy
As the business side of team sports, such as football, becomes larger and more complex, the opportunities for banks to provide financing solutions for the individuals and institutions involved proliferate. At De...
Middle East Conflict: RBC WM Positive On US Equities, Asia-Pacific In Medium Term
With the Middle East gripped in a crisis, RBC Wealth Management, together with other wealth managers, discusses the global impact on asset allocation and how significant geopolitical events impact the stock mark...