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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...
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What’s New In Investments, Funds? – S64, Ardian
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
The Swiss Real Estate Window: Institutional Capital Flourishes
The author argues that in a European property landscape increasingly defined by cyclical correction, Switzerland offers something structurally different. ...
Finastra Creates "AI Center Of Excellence," Names Chief
As the financial sector, such as private banking and wealth management, wrestles with potential AI use cases, a major firm in the sector says it is moving to speed up innovation across its business. ...
HSBC Private Bank Constructive On US, Asian Equities In Q2 2026
This week, HSBC Private Bank released its outlook for the second quarter of 2026 entitled “Changing narratives, continued opportunity.” It predicts a constructive outlook for the next six months, despite a d...
Investors Retreat From Risk, Move Into Cash – Bank Of America Survey
Unsurprisingly, a survey of what fund managers around the world think showed that they are moving into cash, rotating into more safe-haven investments, and are trimming their outlook for growth in light of geopo...
Japan's MUFG Bank Enters India Pact
Japan's banking relationship with India – expected to be the world's third-largest economy in 2030 – goes back to 1894. ...