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ANALYSIS: The Private Banker In The AI Era – Impact For Clients, Advisors
This news service's group editor (Tom Burroughes) and contributing editor for WealthBriefingAsia (Paul Cuthbert-Brown) examine how AI’s impact on wealth management is panning out in the APAC region and discus...
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...
Latest News
Deutsche Bank Expands, Strengthens UHNW Coverage
As part of the changes, Philipp Wehle is joining Deutsche Bank to head the expanded unit and Stefanie Rühl-Hoffmann will become vice chairwoman Wealth Management Germany. ...
Nuveen Neutral On Equities In 2026; Positive On Renewables
Investment managers published outlooks for 2026 this week, highlighting a neutral stance on equities, and promoting the case for gold, renewables amidst the Middle East conflict. ...
UK's Coutts Hikes Minimum Threshold – Creates Opportunity?
An increase to the amount needed to open an account at Coutts, the UK lender, raises questions about what is the profitable point for banks to set such minimums, where this leaves those who fall beneath this lev...
China, UAE Sign Investment Pact
Ironically, while the recent military clashes in the Gulf have rattled markets and concerned wealth managers, the Asian economic giant and Middle East jurisdiction have signed an investment partnership pact. ...
Rothschild & Co Names New Wealth Management Head
London-headquartered Rothschild & Co makes senior appointment, replacing Mark Wallace. ...
Who’s Moving Where In Wealth Management? – Clifton Asset Management, Absolute Financial Group
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...