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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
CEO of DWS Appointed To Deutsche Bank's Management Board
For DWS, the appointment its CEO as a Deutsche Bank management board member offers the opportunity to enhance the firm's representation in the decision-making of its biggest shareholder. ...
Middle East Conflict Causes Central Banks To Hold Rates
After central banks kept interest rates unchanged this week, wealth managers discuss the impact on asset allocation and the timing of potential rate cuts. ...
Citi Wealth Adds Senior Figure To EMEA Client Solutions Team
Formerly with BNY, the banker will work at the US firm's Dubai office. ...
JP Morgan Private Bank Highlights Singapore Equity Market Benefits
Weiheng Chen, global investment strategist at JP Morgan Private Bank, explores how the Singapore equity market can be a useful source of attractive, diversified and steady income for portfolios. He also highligh...
What’s New In Investments, Funds? – Hamilton Lane, Quaero Capital, S64, Ardian
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Connection Capital Names New CEO, Partner
Among the achievements of the new CEO, he delivered consistently strong double-digit net returns for investors, built and managed a high performing team, and successfully managed business during the volatility o...