Investment Strategies
17 April 2025

After Post-Tariff Market Rout, Let's Talk About Behavioural Finance

There are many conversation points stemming from the large market selloffs that occurred in the US...

Investment Strategies
15 April 2025

Financial Advisors Lean Into Private Markets Despite Challenges

The Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private...

Surveys
25 March 2025

Wealth Managers Look To AI, Private Assets To Boost Growth – Natixis IM Survey

Paris and Boston-headquartered Natixis Investment Managers, which has over $1.3 trillion assets...

People Moves
21 March 2025

Lombard Odier's Asia Region Head Relocates To London

One of the most senior figures at the bank is exchanging Singapore for London; he will continue in...

People Moves
13 March 2025

EFG's Monaco Business Reshuffles Top Management

The Monaco part of the banking group has made a number of senior management changes. ...

Financial Results
4 March 2025

Saxo Bank Net Profit Up 287 Per Cent In 2024

Copenhagen-headquartered Saxo Bank has just announced its financial results for 2024,...

Technology
17 February 2025

Microsoft Eyes Big AI Impact On Wealth Management – Report

AI has potential to significantly change the way wealth management operates and is delivered. ...

Surveys
7 February 2025

New UBS Report Shows Entrepreneurs Upbeat About Business Prospects

Swiss private bank UBS has just published its first “Global Entrepreneur Report,” highlighting...

Financial Results
5 February 2025

BNP Paribas Wealth Revenues Rise In Q4 2024

Rising markets and robust inflows increased AuM at the wealth side of the business during the...

Family Office
14 January 2025

Türkiye's Family Office Sector Potential

We talk to a younger face of the multi-family office world – in Türkiye (now known as Turkey)....