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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
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...
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...
Deutsche Bank Names Ex-Goldman Sachs Figure As UK Team Leader, MD
The new appointee worked at Goldman Sachs in senior roles for more than two decades. ...
Investor Group Now Holds 30 Per Cent Of Leonteq After Raiffeisen Switzerland Move
Last week, the Swiss structured products specialist and financial technology business, had a change to its share ownership. ...
High Net Worth Individuals Holding More Cash – UK Survey
Cash is taking on a more prominent role in high net worth portfolios, with advisors reporting a clear shift in clients' attitudes to cash within their overall finances, according to new research from Flagstone a...