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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
What’s New In Investments, Funds? – Value Partners, Aberdeen Investments
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Digital Digest: The Latest Tech News – HSBC Singapore
The latest technology news in the wealth management sector from around the world. ...
DWS Appoints Senior South Korea Figure
There's a reshuffle at the top of DWS Korea. ...
HSBC Survey Pinpoints "Intentions-Actions" Gap For HNW Legacy Planning
Life insurance has become the preferred legacy planning route for HNW individuals in the APAC and Middle East regions but many respondents don't yet have plans in place. ...
WRISE Forms China AM Partnership, Launches Fund
Singapore-headquartered WRISE operates across Asia as well as with a presence in the Middle East. ...
EXCLUSIVE: China’s Five-Year Plan, Iran Conflict Accelerate Green Energy Transition – Edmond de Rothschild AM
After China released its new five-year plan this month, Jean-Philippe Desmartin at Edmond de Rothschild Asset Management, discusses the country's aim to develop renewable energy and how the plan, together with t...