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Latest Comment & Analysis

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...

Family Office
22 January 2026

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

People Moves
19 March 2026

Finastra Creates "AI Center Of Excellence," Names Chief

As the financial sector, such as private banking and wealth management, wrestles with potential AI use cases, a major firm in the sector says it is moving to speed up innovation across its business. ...

Investment Strategies
19 March 2026

HSBC Private Bank Constructive On US, Asian Equities In Q2 2026

This week, HSBC Private Bank released its outlook for the second quarter of 2026 entitled “Changing narratives, continued opportunity.” It predicts a constructive outlook for the next six months, despite a d...

Investment Strategies
19 March 2026

Investors Retreat From Risk, Move Into Cash – Bank Of America Survey

Unsurprisingly, a survey of what fund managers around the world think showed that they are moving into cash, rotating into more safe-haven investments, and are trimming their outlook for growth in light of geopo...

Awards
18 March 2026

Nominations Open For WealthBriefing Channel Islands Awards 2026

The organisers of these awards are pleased to announce that the nomination process is open for entrants. ...

Strategy
18 March 2026

UK-Headquartered Titan Wealth Leans Into Sports

The intersection of wealth management and sport continues to throw up examples of business development. ...

M and A
18 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – Suntera, BRI

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...