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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
Indosuez WM Reduces Emerging Market Exposures
While in the longer term the French firm is positive about the outlook for emerging markets, it has decided to reduce some exposure in light of recent geopolitical turmoil. ...
Schroders WM Names Former Barclays Executive As New Asia CEO
Barclays Private Bank former Singapore head joins Schroders Wealth Management as CEO of Asia Wealth Management. ...
Middle East Conflict: Pictet AM Neutral On All Asset Classes, Except Chinese Equities
Luca Paolini at Geneva-headquartered Pictet Asset Management outlines why the uncertainty around the Iran war has caused violent swings in asset prices which investors should see as a signal to take a more neutr...
Who’s Moving Where In Wealth Management? – Odyssean Capital, Boodle Hatfield, IIMI
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Regulatory Tensions Between Luxembourg, EU Highlighted At ALFI Conference
Reconciling calls to harmonise European capital market and investment rules with a desire not to upset national innovation is a tension that the EU is very familiar with. In Luxembourg last week, some of these a...
Amundi Names New Chief Operating Officer
The new COO previously served as chief executive officer at Societe Generale ...