Definitive investment doctrine needed for ‘hard power’ portfolios There have been a number of doctrines in foreign relations, some influencing portfolio allocation, but a new system of investing…
Sun rises over ‘brave new world’ of portfolio management While asset and wealth managers are all gradually deploying AI to replace some human processes, their endgame must involve more…
Fast-changing equity markets redefine investment business A new era of geopolitical turbulence, combined with shrinking diversification in global indices, is likely to push advisers towards more…
Refining longevity risks for China’s ageing population Just like every dark cloud has a silver lining, insurers are proficient at managing risks and turning them into opportunities.…
What’s COP got to do with financial advice? More than you might think ‘The COP process may feel remote from day-to-day advice, but its outcomes cascade’ Elly Dowding and Lee Coates set…
How AI will shape the future of financial advice ‘Advice will always be human’ Amal Jolly explores the future of advice and the inevitable use of artificial intelligence… Financial…
High-growth founders rewrite rules of wealth management A much-needed private wealth shake-up is being dictated by entrepreneur clients rather than product-pushing bank bosses For decades, private bankers…
Sovereign Wealth Funds expected to grow to US$ 22 trillion by 2030 According to Global SWF 2026 Annual Report, sovereign Wealth Funds passed US$ 15 trillion in AuM for the first time…
‘Clarity and fresh uncertainty’ in UK’s Pensions in 2025 UK pensions policy rarely stands still but 2025 delivered a flurry of reforms, consultations and political interventions. From the revival…
What will cryptocurrency regulation mean for financial advice? ‘Regulation doesn’t automatically make something a sound investment’ As cryptocurrency begins its road to being regulated, Isabel Baxter explores what…