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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
Eastspring Upbeat On Asian Bonds In 2026
Amidst increasing geopolitical tensions, Singapore-headquartered Eastspring Investments, a $278 billion asset management business of Prudential, discusses the investment case for Asian bonds, and its role in inc...
EXCLUSIVE: BNP Paribas WM Highlights Case For Emerging Markets, Renewables
Amidst rising geopolitical tensions, this news service visited Paris this month to meet Edmund Shing at BNP Paribas Wealth Management. ...
L&G, Manulife Unveil Wealth, Asset Management Pact
The pact involves a UK-headquartered business with £1.2 trillion ($1.6 trillion) of assets and a Canada-headquartered group with C$1.3 trillion ($940 billion) of AuM. ...
Summary Of Banks' 2025 Full-Year, Q4 Financial Results
Here is a roundup of the major lenders' results for 2025, including the fourth quarter figures. The banks mentioned typically have some wealth management and private banking capabilities, although not all specif...
Wealth Managers React As Trump Hits Pause Button On Military Action
After US stock and bond markets bounced, and oil prices fell on Monday when US President Donald Trump announced a five-day postponement of previously-threatened military action against Iranian energy infrastruct...
What’s New In Investments, Funds? – RBC BlueBay Asset Management
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...