Latest Comment & Analysis
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure ...
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
Productivity Gains Lauded By Key Wealth As Growth Continues
We talked to the head of the bank's wealth business about the details of productivity, organic growth, which investment and credit solutions are needed, and how it is positioning for the future. ...
ANALYSIS: Family Offices in Motion – A Transatlantic View
Taking views from the US, London and other jurisdictions, we consider how and why family offices and the UHNW individuals they serve move around, open new offices, and position to handle risks and opportunities....
Latest News
What's New In Investments, Funds? – Hamilton Lane, iCapital
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Opportunities, Challenges Posed By AI – Natixis IM
Paris and Boston-headquartered Natixis Investment Managers has released a new survey highlighting that financial advisors are optimistic about growth prospects despite the challenges, driven by AI. However, man...
Vistra Expands Latin American Business Reach
The launch follows the group's acquisition of a Latam business late in 2025. ...
Gray Divorce And Women: Closing Confidence Gap In A New Financial Chapter
The author of this article notes that divorce among older citizens is not a passing trend. It is a defining feature of today’s wealth landscape. ...
Who’s Moving Where In Wealth Management? – Broadridge Financial Solutions, SEI, Willow Wealth
The latest executive moves, appointments and personnel changes in North American wealth management. ...
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture have put HNW individuals on edge about their security, both on the physical and digital side. We talk to experts...