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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
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. ...
Natixis IM Discusses Plans To Launch Active ETF
At Natixis Investment Managers’ Thought Leadership Summit, held in Paris last week and attended by this news service, Fabrice Chemouny discussed the firm’s plans to launch an active exchange-traded fund. ...
Aberdeen Adviser Names New CEO
The appointment comes after former CEO Noel Butwell announced his decision to step down from the role earlier this month. ...
What’s New In Investments, Funds? – WisdomTree
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Mirabaud Backs Matisse Art Exhibition In Paris
With art exhibitions being increasingly sponsored by financial institutions, Swiss private bank Mirabaud is supporting an exhibition dedicated to Henri Matisse entitled “Matisse 1941-1954.” ...
Who’s Moving Where In Wealth Management? – Titanbay, JTC, Tufton
The latest moves, appointments and personnel changes in wealth management for the UK, rest of Europe, Middle East, and select international jurisdictions. ...