While asset and wealth managers are all gradually deploying AI to replace some human processes, their endgame must involve ...

A realignment of geopolitical dynamics between the US, China and Europe is impacting long-term investment trends, with the ...

When defining the parameters of portfolio management during the 2020s, it is vital to reshape the role of chief investment ...

With tradition no longer enough to secure loyalty or growth, Swiss private banks are turning to brand identity as a key ...

Over calm-inducing chamomile tea, Sharmila Whelan, global macro strategist at Westbourne Research Services, shares her ...

US seizure of the Venezuelan president has a number of implications for the country’s economy, its institutional framework ...

Year‑end decisions made during the festive period, when different generations spend more time together, often help shape ...

Each month in PWM, eight top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a ...

A much-needed private wealth shake-up is being dictated by entrepreneur clients rather than product-pushing bank bosses ...

Investors are fast rewriting the rules of asset allocation in a world defined by great power rivalry, tariffs and trade sanctions, in addition to economic fundamentals of companies ...

Longevity is changing the game for wealthy families and their advisers, who are now expected to arbitrate between generations ...

Despite uncertainty hanging over real estate, the asset class continues to feature prominently in portfolios of wealthy families, with sustainability becoming an added attraction. With its attractive ...