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...
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. ...
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven't always kept up...
Latest News
EXCLUSIVE: Spotlight On Listed Infrastructure
Portfolio managers of the Australian-based Pacific Maple-Brown Abbott Global Listed Infrastructure Fund discuss the benefits of investing in listed infrastructure, highlighting trends such as electrification, de...
Goldman Sachs Names Head Of Its Ayco Business
Goldman Sachs Ayco partners with hundreds of corporations, providing company-sponsored financial planning and wealth services. ...
Middle East Conflict Causes Central Banks To Hold Rates
After central banks kept interest rates unchanged this week, wealth managers discuss the impact on asset allocation and the timing of potential rate cuts. ...
Who's Moving Where In Wealth Management? – Cresset, Callan, EisnerAmper
The latest moves, appointments and personnel changes in North American wealth management. ...
JP Morgan Private Bank Highlights Singapore Equity Market Benefits
Weiheng Chen, global investment strategist at JP Morgan Private Bank, explores how the Singapore equity market can be a useful source of attractive, diversified and steady income for portfolios. He also highligh...
Summary Of Moves In North American Wealth Management – January 2026
A roundup of moves, appointments and other changes in the North American wealth management sector. ...