Megatrends
Americas and Caribbean OPINION
Wealth managers must review their ‘red rotations’
With the US election race taking on a new and exciting phase...
Next generation driving force behind evolution of philanthropy in the Middle East
Philanthropy is a key focus of wealthy families across the Middle East...
Megatrends OPINION
How diversity can boost returns and opportunities
By integrating DEI factors into investment portfolios, fund firms can avoid the...
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July 23, 2024
Volatility beckons as Democrats seek to turn the tables
Many wealth managers had been looking to ‘Trump-proof’ client portfolios before Joe Biden’s withdrawal, but...
July 22, 2024
Wealth managers see huge potential in GenAI though yet to put it into practice
GenAI has the potential to free up relationship managers’ time though few firms have clearly...
July 18, 2024
Family offices embracing private equity
Allocations to private equity by family offices are on the rise, with the asset class...
July 18, 2024
The growing importance of AI in fund management
Investment funds are increasingly using artificial intelligence to analyse data and even select stocks, though...
July 16, 2024
Markets focus on Trump’s China and Russia relations
An attempted assassination is making Trump’s election more likely, with markets expected to focus on...
July 15, 2024
Next generation determined to make philanthropy more effective
Millennials and Gen Z are keen to put their wealth to use and take a...
Business models OPINION
July 12, 2024
Utilising technology to power up investor relations
Younger generations are expected to change financial advisers upon inheriting wealth. Firms need to tailor...