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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
Aberdeen Adviser CEO To Depart, Successor Announcement "Soon"
The CEO has been at the business since 2003 and in the post since 2019. ...
Energy, Hormuz, And The Family Office Portfolio
The author argues – as current events indicate – that energy shocks should no longer be treated purely as commodity price events. They are increasingly infrastructure events. ...
OPINION OF THE WEEK: Private Credit Sector Nerves Provide Salutary Warning
However the whole private credit redemption control saga plays out, investors have perhaps received a timely warning that the asset class carries risks. Those advising HNW, affluent and retail clients should tak...
Dutch Wealth Manager Maintains Equity Overweight Amidst Conflict
As oil prices surge amidst the escalating US–Israel conflict with Iran, Joost van Leenders, senior investment strategist at Dutch wealth manager Van Lanschot Kempen, discusses his asset allocation outlook. ...
Middle East Conflict: Focus On Gold As Price Falls
After gold prices were reaching record highs, wealth managers discuss the recent drop in the precious metal, and how the Middle East conflict is affecting it. ...
EXCLUSIVE: Franklin Templeton Optimistic On Emerging Markets, Shrugs Off Conflict Worries
Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment Trust (TEMIT) and senior managing director of emerging markets equity at California-headquartered investment manager...