Latest Comment & Analysis
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...
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...
Latest News
Who’s Moving Where In Wealth Management? – Premier Miton Investors
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Switzerland Tops Jurisdiction List For Risk Readiness
Geopolitics and moves by some governments to squeeze HNW individuals over tax, trade disputes and other issues have put a premium on safe, stable and economically welcoming jurisdictions. Two of the world's most...
UBS Creates New Private Client, HNW Segment In UK
The Swiss bank has formed a new business area and expanded the role of one of its senior figures. It has also made other changes. ...
March Turmoil Hurts Hedge Fund Returns – HFR
As hedge fund managers might have said, "beware the Ides of March." The month – often associated with historical dramas and windy weather in some places – lived up to the billing in terms of markets and geop...
Mercer Unveils Investment Leadership Changes
The firm's appointments affect roles in the US, Europe and Asia. ...
Bank Aston Names New Chief Risk & Compliance Officer
The new C-Suite hire, who has a solid career in banking and academic credentials, will add more international authority to the bank, it said. ...