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: 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 ...
EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House
After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place from 10 to 21 November, Jean-Philippe Desmartin at Paris-based Edmond de Rothschild Asset Management and Olly H...
Let's Walk Down The Wealth Corridor
A term that arises in discussions about banks' and wealth managers' geographic strategy is the "corridor." We talked to BNP Paribas Wealth Management in Hong Kong recently, and delved into how this concept can h...
Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why
Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries is imprudent leverage. An investment firm focused on digital assets and cryptocurrencies flags a concern about th...
Latest News
Private Banks Missing $100 trillion Opportunity As Women’s Wealth Rises – HSBC Report
HSBC Private Bank released a new report on International Women’s Day on 8 March entitled “Women and Wealth: A Global Opportunity,” showing that women create, inherit and control a greater proportion of wea...
More Than Just A Game: Deutsche Bank's Expanding Sports Finance Strategy
As the business side of team sports, such as football, becomes larger and more complex, the opportunities for banks to provide financing solutions for the individuals and institutions involved proliferate. At De...
Middle East Conflict: RBC WM Positive On US Equities, Asia-Pacific In Medium Term
With the Middle East gripped in a crisis, RBC Wealth Management, together with other wealth managers, discusses the global impact on asset allocation and how significant geopolitical events impact the stock mark...
ANALYSIS: Women's Progress, Challenges In Wealth Management Parity
We take a look at different ways that women intersect with wealth and finance, what progress there has been in relation to men – and what needs to be done, and where there has even been a regression. This is p...
What's New In Investments, Funds? – AlbaCore, Trust Bank, MUFG Bank
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Allianz GI Names New APAC Distribution Head
The appointee, who will be joining from Citi Wealth, has worked in the wealth sector and related areas for more than three decades. ...