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Latest News

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Compliance - February 28, 2020

Compliance Corner: SEC, Wells Fargo

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...

Comment and Analysis

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Family Business Insights - February 18, 2020

How Sale-Ready Is Your Business? Three Essential Steps

For a business founder, their ”investment” in the business is multi-dimensional: financial and emotional. Selling the business isn’t just an event, it’s a journey. So argues the author of this article, a...

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Technology - February 14, 2020

Socially Conscious Investing: The Wild West Of Data

This is the latest in a series of articles charting technology driving the North American and global wealth management sector. This specific item probes into the busy world of environmental, social and governanc...

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Family Office - February 5, 2020

Family Offices' VC Investments - What The Numbers Actually Say

How do European single family offices approach venture capital and what is their exposure to the asset class? Data suggests the true level of investment is under-stated by the actual figures. Highworth, a resear...