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Latest Comment & Analysis

Strategy
12 March 2026

ANALYSIS: The Private Banker In The AI Era – Impact For Clients, Advisors

This news service's group editor (Tom Burroughes) and contributing editor for WealthBriefingAsia (Paul Cuthbert-Brown) examine how AI’s impact on wealth management is panning out in the APAC region and discus...

Wealth Strategies
2 March 2026

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 ...

Compliance
23 February 2026

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.  ...

Alt Investments
18 February 2026

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. ...

Alt Investments
17 February 2026

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.  ...

Strategy
9 February 2026

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...

Latest News

Surveys
20 April 2026

APAC Investors Most Likely To Fire Older Gen's Advisors – Survey

The survey by the investment house sheds light on how, with up to $84 trillion of assets changing hands, the stakes are high for advisors seeking to find ways to retain business from upcoming generations. ...

Surveys
20 April 2026

Asia And AI Growing In Importance For Businesses, Investors Amid Volatility – HSBC Survey

In an increasingly volatile environment, a new survey from HSBC shows that businesses and investors are putting greater emphasis on access to technology and capability, greater regional interconnectivity and sma...

Wealth Strategies
20 April 2026

Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe

A wealth management and private banking figure uses her understanding of structural mispricing in capital markets to identify a systemic problem. Women's health is an example, she says – and that creates oppor...

People Moves
17 April 2026

Deutsche Bank Expands, Strengthens UHNW Coverage

As part of the changes, Philipp Wehle is joining Deutsche Bank to head the expanded unit and Stefanie Rühl-Hoffmann will become vice chairwoman Wealth Management Germany. ...

Investment Strategies
17 April 2026

Nuveen Neutral On Equities In 2026; Positive On Renewables

Investment managers published outlooks for 2026 this week, highlighting a neutral stance on equities, and promoting the case for gold, renewables amidst the Middle East conflict. ...

Strategy
17 April 2026

UK's Coutts Hikes Minimum Threshold – Creates Opportunity?

An increase to the amount needed to open an account at Coutts, the UK lender, raises questions about what is the profitable point for banks to set such minimums, where this leaves those who fall beneath this lev...