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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 ...
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. ...
We continue to examine the pros and possible cons of evergreen funds for private markets, and the circumstances around their ascent. ...
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. ...
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...
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 ...
The case for value investing and for holding banks will rise if or when Japan has to raise rates to curb inflationary pressures stemming from the energy market dislocations, a large asset management house argues...
Close Brothers, Barclays, Lloyds and Santander, among others, are affected by the motor finance mis-selling affair. The UK regulator has set out its redress figures, cutting the total amount from where it was in...
Geneva-headquartered Swiss bank Syz Group maintains strong momentum in 2025, posting positive financial results. ...
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
In a challenging environment, Luxembourg-headquartered Quintet Private Bank (pictured), parent of Brown Shipley, posted mixed 2025 financial results yesterday. ...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...