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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

Financial Results
26 March 2026

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...

Investment Strategies
25 March 2026

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...

New Products
25 March 2026

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. ...

People Moves
25 March 2026

Who's Moving Where In Wealth Management? – Manulife, HKAWL

The latest senior moves, appointments and personnel changes in Asia-Pacific wealth management. ...

Compliance
24 March 2026

UBS Secures US Chartered Bank Status

The step is a significant one for the Swiss group, which has been busy integrating the Credit Suisse bank bought three years ago. ...

Family Office
24 March 2026

Drivers Of Family Offices' Wealth Evolve; Investments Shift To Europe, Asia – FINTRX

A barometer on the scale and scope of the world's family offices sector shows that the liquidity events that mint new FOs are changing, with slightly fewer cases coming in 2025 from the real estate area. There h...