Geopolitical polarisation, accompanied by revival of the so-called “Monroe Doctrine”, is splitting the world into American, European and Asian spheres of influence, according to Beat Wittmann, founder ...

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

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

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 ...

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

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

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 ...

Year‑end decisions made during the festive period, when different generations spend more time together, often help shape longer-term strategies for wealthy families ...

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 ...