Jasper van Brakel

1 month ago | pwmnet.com | Ali Al-Enazi |Kian Sarreshteh |Jasper van Brakel |Elisa Trovato

As AI innovations gather pace, wealth firms must learn to manage the expectations of private clients who believe their financial returns will be quickly boosted. Wealth management has been passing through an era of digital transformation for the best part of a decade. The integration of artificial intelligence (AI) and machine learning (ML) has impacted the ‘journey’ of clients and expanded the toolbox of their advisers.

1 month ago | pwmnet.com | Ali Al-Enazi |Thomas Brown |Jasper van Brakel

An increasing focus on impact investing is being identified by wealth managers, whose family clients seek to align private capital with measurable social progress. Wealth managers are seeing a growing demand for strategies that balance financial returns with social outcomes, often leveraging data-driven insights to guide investment decisions.

1 month ago | pwmnet.com | Thomas Brown |Jasper van Brakel |Gemma Livermore |Elliot Smither

Portfolio managers must increasingly be aware of geopolitical considerations and macroeconomic trends when constructing portfolios from energy companies. Donald Trump’s re-election to the White House might at first glance not seem an optimal outcome for investors in the transition to a more sustainable economy. Since taking office, the president has made clear his opposition to everything from energy-efficient lightbulbs to paper straws.

1 month ago | pwmnet.com | Kian Sarreshteh |Jasper van Brakel |Elisa Trovato |Dan Davis

With a new administration in the White House, financial services in the US is entering a transformative stage, tempered by concerns about the president’s own crypto projects. With his finger on the pulse of public opinion, Donald Trump and his wife Melania have not been slow to launch their own meme coins. His fans have been watching them closely, many not realising there is no real value attributed to these coins.