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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
EXCLUSIVE: Franklin Templeton Optimistic On Emerging Markets, Shrugs Off Conflict Worries
Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment Trust (TEMIT) and senior managing director of emerging markets equity at California-headquartered investment manager...
New India Barclays Private Bank Head Named
The new head will lead and accelerate Barclays Private Bank’s growth ambitions in India. ...
Head Of Private Clients UK Departs UBS
The senior banker had been at UBS for more than a quarter of a century. ...
Wealthtech Hires Ex-InvestCloud Figure To Drive UK, Ireland And Middle East Business
The Barcelona-headquartered business has argued that the wealth management sector is being held back by its habitual use of old-style ways of logging and processing data. ...
UK Entrepreneurs Taking Action As Tax Changes Approach – Brown Shipley
In response to the UK Autumn budget, entrepreneurs are acting now, ahead of expected tax hikes and policy changes. Confidence has taken a hit, with sentiment sliding across major indicators and tax/volatility fe...
Global Art Market Sales Up In 2025 – Art Basel, UBS Report
The tenth edition of "The Art Basel and UBS Global Art Market Report 2026", authored by Dr Clare McAndrew, founder of Arts Economics, was released today, providing a benchmark analysis of the global art market i...