Comment & Analysis

5144 articles found

Private markets reshape wealth management as alternatives drive portfolio diversification and revenue growth,says GlobalData

Alternative investments are rapidly transforming global wealth management, as private markets move from niche offerings to core portfolio allocations. Wealth managers are expanding access to private equity, private credit, infrastructure, and real assets to meet rising demand for diversification, resilience, and long-term returns.    This structural shift is also strengthening revenue models by reducing reliance […]

Building Trust At Scale: How AI Can Make Financial Advice More Human

For years, the narrative around artificial intelligence in wealth management has framed it as a threat, with algorithms eventually replacing advisors, automating relationships and commoditizing trust.   While it’s a compelling story, it’s the wrong one.   The real opportunity in AI is elevating advisors, not replacing them. When used correctly, technology doesn’t distance advisors […]

The New Capital Controllers

HIGHLIGHTS Financial conversations are finally catching up to the ambition and expertise that women have always possessed. Women are now demanding a more sophisticated and relevant dialogue. Women control 32% of the world’s wealth and that’s expected to rise to 50% by 20351 $124 trillion globally is expected to shift in the Great Wealth Transfer […]

Deutsche Bank extends dbHedge Availability via smartTrade’s LiquidityFX

Deutsche Bank and smartTrade Technologies have announced the availability of the dbHedge algorithmic hedging solution as a new optional execution route on LiquidityFX, further enhancing the platform’s FX risk management capabilities for banks worldwide.   The integration of dbHedge into LiquidityFX augments smartTrade’s existing, extensive toolset for internalising FX flow and managing risk, giving regional […]

It’s always been complicated

The best time to make a change was the first time we realised that what we had wasn’t what we needed. The second best time will always and forever be now.   ‘It’s complicated’ is the world’s most frequently given non-answer.   Why is your friend no longer talking to you? It’s complicated.   Why […]

Stonepeak to Acquire BMO Transportation and Vendor Finance

Stonepeak and BMO Financial Group  have announced that they have reached an agreement whereby Stonepeak will acquire BMO’s Transportation Finance and Vendor Finance businesses (collectively, “BMO Transportation and Vendor Finance”). As part of the transaction, BMO will reinvest a 19.9% minority interest in the business.   Based in Irving, Texas, BMO Transportation and Vendor Finance […]
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