Nordic wealth manager Formue is looking to scale its hybrid advisory model across Europe, without compromising its focus on ...

A new era of geopolitical turbulence, combined with shrinking diversification in global indices, is likely to push advisers towards more active management of client portfolios ...

The divide between discretionary and systematic investing is narrowing, and the future belongs to those who combine both approaches, claims US house AllianceBernstein ...

The holiday period is always a perfect time for several generations of extended families to gather under one roof and share ...

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

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

Philanthropic giving, once a fringe activity for family offices, is becoming central to their operations, requiring greater ...

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 ...

In a dramatic, highly polarised digitalised global landscape resembling the classic Matrix movie of 1999, investors are faced with a stark choice of financial philosophies ...

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 ...

When defining the parameters of portfolio management during the 2020s, it is vital to reshape the role of chief investment officers well beyond plotting risk and return charts ...