Latest Comment & Analysis
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....
Fixing The Skills Gap And Earning Returns – In Conversation With JFFVentures
We talked to the managing partner of an impact venture fund that takes aim at the challenge of raising workforce skills, for example for US immigrants, at a time when AI and other technologies are upending what'...
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and emotionally – draining. This is the third article in a series looking at how such issues can be addressed. ...
Latest News
From The Editor’s Chair: Geopolitics, M&A, Private Market Woes And Wealth In Motion
The editor casts his eye back at the tumultuous first quarter of this year and gives a glimpse of our coverage for the next few months. ...
US Inflation Climbs To Highest Level In Nearly Two Years – Wealth Managers React
After US inflation jumped last month to its highest level in nearly two years, due to surging oil prices amidst the Middle East conflict, wealth managers comment. ...
US Wealth Manager Launches Family Office Offering
The new offering will be led by a former private wealth advisor from Goldman Sachs. ...
Middle East Conflict: Wealth Managers Favor Gold, Diversification
After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers discuss their preferred asset allocation, highlighting the need for diversification and a preference for gold in a...
Reclaiming Stewardship Through Direct Investing
Direct investing – bypassing the collective funds route – is an established approach but gaining fresh impetus in the wealth management space, and one that family offices are, or should be, familiar with. Th...
Acquisition-Hungry Corient Snaps Up Another Business
Since it was formed by CI Financial in Canada, the Miami-headquartered business has been on a sustained acquisition drive, adding family offices and wealth management houses in North America and Europe. ...