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
Deals Of The Day: The Latest In Wealth Management M&A – Osaic, Pointes North
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who's Moving Where In Wealth Management? – JMAN Group, Moors & Cabot
The latest moves, appointments and personnel changes in North American wealth management. ...
Graphics Processing Units Gain Traction As Distinct Asset Class – Study
As AI grows, demand for certain chips – GPUs – stays high, making them a potentially valuable asset to hold. The report examines views from wealth sector asset allocators. ...
Blackstone Strikes Optimistic Private Markets Tone With Q1 Results
Blackstone’s private wealth segment’s performance for the first quarter – announced alongside overall group results last week – comes at a time when parts of the private market space have been roiled by ...
The Hidden Compliance Risk Inside Your Clients’ Operating Companies
While family offices focus on investment strategy, tax efficiency, and wealth transfer, a federal regulatory enforcement surge in the US is quietly targeting the businesses behind the wealth – and most of the...
Hedge Funds Continue Inflows Amidst Geopolitical Turmoil
As investors seek options for deploying assets when markets and geopolitics appear confusing, hedge funds' ability to deliver returns in all weathers appears to have appeal. Fresh data points to significant infl...