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
Deals Of The Day: The Latest In Wealth Management M&A – Modera, Northstar
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who's Moving Where In Wealth Management? – Cresset, Raymond James
The latest senior moves, appointments and personnel changes in North American wealth management. ...
Digital Digest: The Latest Tech News – Zocks, WealthAi
The latest technology news in the wealth management sector from around the world. ...
Ready To Deploy: Building A Cyber-Safe AI Roadmap For Family Offices
One of the takeaways from the fireside chat at this part of the FWR family office cybersecurity forum was that the offices that put in guardrails now will be in a different place from those that wait for matters...
New $3.5 Billion San Francisco-Based RIA Is Launched
Another RIA is launched, showing that while some of these organizations are consolidating via M&A, others are still being created. ...
Who's Moving Where In Wealth Management? – UBS
The latest senior appointments, moves and personnel changes in North American wealth management. ...