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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

Asset Management
10 April 2026

What's New In Investments, Funds? – Capital Growth, Hang Seng Bank

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

People Moves
9 April 2026

Vistra Leans Into AI Trend With C-Suite Hire

The role is a newly formed leadership position that aims at the growth in AI-powered services. ...

ESG
9 April 2026

Singapore Firms Shine In Sustainability Action – HSBC Survey

Sustainability – a term that seems to have largely replaced "ESG" in wealth management vocabulary – is an area where there is a lot of talk. HSBC has examined the gap between this talk and strategy. ...

People Moves
9 April 2026

Who's Moving Where In Wealth Management? – Simmons & Simmons

The latest moves, appointments and personnel changes in the Asia-Pacific region's wealth management and related sectors. ...

Emerging Markets
9 April 2026

Enko Capital Sees Big Private Equity Potential For Africa

With a number of family offices and other private clients on its roster, the private equity firm recently talked to this news service about the dynamics shaping Africa's market. ...

Investment Strategies
8 April 2026

UOB Neutral On Stocks, Overweight Gold Amidst Market Turmoil

As asset allocators try to chart a course ahead amidst conflict in the Gulf, the Singapore-headquartered group sets out three scenarios. ...