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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

Investment Strategies
16 March 2026

Dutch Wealth Manager Maintains Equity Overweight Amidst Conflict

As oil prices surge amidst the escalating US–Israel conflict with Iran, Joost van Leenders, senior investment strategist at Dutch wealth manager Van Lanschot Kempen, discusses his asset allocation outlook. ...

Investment Strategies
16 March 2026

Middle East Conflict: Focus On Gold As Price Falls

After gold prices were reaching record highs, wealth managers discuss the recent drop in the precious metal, and how the Middle East conflict is affecting it. ...

People Moves
13 March 2026

Suntera Global Names New Regional Crown Dependencies Head

The appointee, who is taking on a new role to drive growth in the Crown Dependencies, will retain his current position as managing director for the Isle of Man. ...

Investment Strategies
13 March 2026

EXCLUSIVE: Franklin Templeton Optimistic On Emerging Markets, Shrugs Off Conflict Worries

Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment Trust (TEMIT) and senior managing director of emerging markets equity at California-headquartered investment manager...

People Moves
13 March 2026

Barclays Names New Private Bank Monaco CEO

The appointment follows the departure of Gerald Mathieu, former CEO of its Monaco operations and head of Private Bank Europe and Middle East, as part of a shake-up. ...

People Moves
13 March 2026

Who’s Moving Where In Wealth Management? – Mattioli Woods

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...