ASSET ALLOCATIONOPINION
May 5, 2026
Europe’s fiscal pivot transforms investment case
Europe’s strength relative to the US as an investment hub is about to be boosted in response to a fiscal pivot from its central bank, ready to facilitate vastly...
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Highlights
EQUITIES & BONDSOPINION
Why portfolios need emerging markets
Andrew Ness
Many investors underestimate how narrow their emerging market exposure actually is when they rely on global mandates, yet they remain compelling for those with ...
Identity moves to centre stage in asset management
Elisa Battaglia Trovato
Asset managers, troubled by converging strategies and falling fees, are increasingly trying to differentiate themselves by beliefs and brand, rather than produc...
Flashpoints, friction and flexibility: PWM Tea Break
Anna Rosenberg, head of geopolitics at the Amundi Investment Institute discusses asset allocation implications of the new world order — particularly referencing...
Events
Latest Analysis and Opinion
GLOBAL FAMILIESOPINION
Family offices must play the patience game
Evan J. Renov
The concept of ‘patient capital’, encouraging long-term pursuit of both profit and innovation, is gaining increasing buy-in among family offices...
BUSINESS MODELSOPINION
Private banks should chase founders, not liquidity
Emil Barr
Rather than recruiting clients who have already achieved business success, private bankers need to be seeking entrepreneurs who are building real companies and ...
ENERGY & CLIMATEOPINION
Investing in the democratic dividend
Michael Jarvis
Cuts to official development assistance, coupled with increasing fragility of democracies, are reshaping the approach of wealthy families to their impact invest...
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April 23, 2026
Wealth Tech Awards 2026: Winners’ profiles
Profiles written by James King, Joy Macknight, Chris Newlands and Henry Smith
Now in their ninth year, the awards have broadened to include wealth management firms and multi-family offices across regions, alongside a global cohort of tech...
April 23, 2026
Wealth Tech Awards 2026: Winners and highly commended
PWM
A total of 60 winners were recognised this year, up from 34 last year, comprising 32 private bank winners, nine in the wealth manager/MFO category, and 19 in th...
April 23, 2026
Rapati’s Dutch courage sparks digital wealth revolution
Elisa Battaglia Trovato
As private banks race to modernise, Van Lanschot Kempen has taken a different route, building capabilities in-house and embedding technology into the business, ...
April 23, 2026
Private banking tech struggles with traditional attitudes and talent shortage
Yuri Bender
Although wealth managers have moved fast to introduce AI and data analysis, many can struggle to build an appropriate culture to foster high-level innovation...