Latest Comment & Analysis
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 ...
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. ...
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. ...
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. ...
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...
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
US Wealth Manager Buys UK's MASECO
The purchase of MASECO is another case of North American groups buying into the UK's wealth management story. ...
Who’s Moving Where In Wealth Management? – Cazenove Capital, Forsters, WTW, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
EXCLUSIVE: China’s Five-Year Plan, Iran Conflict Accelerate Green Energy Transition – Edmond de Rothschild AM
After China released its new five-year plan this month, Jean-Philippe Desmartin at Edmond de Rothschild Asset Management, discusses the country's aim to develop renewable energy and how the plan, together with t...
Texas-Based Family Office, Conglomerate Eye Saudi Hotels Growth Surge
The Kingdom, under its Vision 2030 programme, wants to expand areas such as hotels and infrastructure. A major conglomerate is teaming up with a Texas-based family office to develop a hospitality platform that w...
ABN AMRO Starts €250 Million Share Buybacks
The buybacks are part of the lender's way of cutting capital costs and improving return on equity. ...
What’s New In Investments, Funds? – Aberdeen Adviser, Rathbones AM, Aegon
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...