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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
ETF Expansion Shows No Sign Of Let Up – PwC
As a number of wealth managers launch exchange-traded funds, PwC’s latest global ETF report and data suggests a structural shift in how the next $15 trillion in assets will be managed. It highlights how well-p...
Who’s Moving Where In Wealth Management? – FNZ, Prudential Hong Kong
The latest senior moves, appointments and personnel changes in the Asia-Pacific wealth management sector. ...
The Glamour And Drama Of Wealth Industry Awards – In Conversation With Rachel Fokes
The Basis Point video channel recently talked to our very own Rachel Fokes, global head of ClearView Financial Media's awards. She gives a candid view of the highs and lows of the awards business. ...
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. ...
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...
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...