News, Comment & Analysis results for Archive
ANALYSIS: UK's Investment Trusts Need Consolidation, Higher Profile
This publication talks to a private investment house and wealth management group about the UK's...
Julius Baer Names New Chief Human Resources Officer
The new chief human resources officer has more than 20 years of experience, much of it at an...
Skybound Wealth Expands Into Spain
As Spain is becoming an increasingly important market for international expatriates, entrepreneurs,...
MSCI Fires Downgrade Warning Shot At Indonesia, Equities Weaken
The market index organisation, whose benchmarks are widely used by investors, says that concerns...
Human Judgment Gains Value As AI Expands Access To Investment Information
This article is part of a series drawing on interviews for the AI in Wealth Management Research...
Comment & Analysis results for Archive
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The...
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...
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...
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...
ANALYSIS: NatWest Scales Up Wealth Ambitions
We talk to experts in the wealth and private banking sector about what they see as the rationale...