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.  ...

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 ...

ESG
3 December 2025

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...

Strategy
17 November 2025

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...

Investment Strategies
3 October 2025

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

Statistics
10 March 2026

Hedge Funds Come Through Geopolitical Dramas With February Gains – Data

The figures are an example of the "all-weather" aspect of hedge funds in their ability to profit from significant market shifts, as shown now by the dramas in the Gulf. ...

Financial Results
10 March 2026

Silicon Valley Big Hitters Join AI "Infrastructure Hyperscaler"; Secures $2 Billion Fundraise

Investment firms such as Citadel, Point72 and the Norwegian group Aker ASA joined the funding round. A former UK deputy PM and Meta global head of corporate affairs, Meta ex-COO and former president of Yahoo hav...

Market Research
9 March 2026

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...

Strategy
9 March 2026

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...

Investment Strategies
9 March 2026

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...

Strategy
6 March 2026

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...