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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

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. ...

Technology
18 March 2026

Digital Digest: The Latest Tech News – Avaloq, Arab Bank Switzerland, BlackRock

The latest technology news in the wealth management sector from around the world. ...

Strategy
18 March 2026

Japan's MUFG Bank Enters India Pact

Japan's banking relationship with India – expected to be the world's third-largest economy in 2030 – goes back to 1894. ...

People Moves
18 March 2026

International Wealth Group Appoints Ex-EFG Figure As Vice Chairman

The group of firms in the JAR Group operate in Geneva, Dubai, Singapore and Monaco. ...