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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
Who’s Moving Where In Wealth Management? – Cazenove Capital, Forsters, WTW, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
EXCLUSIVE: China’s Five-Year Plan, Iran Conflict Accelerate Green Energy Transition – Edmond de Rothschild AM
After China released its new five-year plan this month, Jean-Philippe Desmartin at Edmond de Rothschild Asset Management, discusses the country's aim to develop renewable energy and how the plan, together with t...
Texas-Based Family Office, Conglomerate Eye Saudi Hotels Growth Surge
The Kingdom, under its Vision 2030 programme, wants to expand areas such as hotels and infrastructure. A major conglomerate is teaming up with a Texas-based family office to develop a hospitality platform that w...
ABN AMRO Starts €250 Million Share Buybacks
The buybacks are part of the lender's way of cutting capital costs and improving return on equity. ...
What’s New In Investments, Funds? – Aberdeen Adviser, Rathbones AM, Aegon
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Quintet Names New Group CIO
Luxembourg-headquartered Quintet Private Bank (Europe), a pan-European private banking and wealth management, appoints a new CIO to replace Bryan Crawford who has decided to step down. ...