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
Middle East Conflict: Spotlight On Gold In Choppy Markets
After gold prices were reaching record highs, wealth managers discuss the recent drop in the precious metal, and how the Middle East conflict is affecting it. ...
What’s Holding Back AI Adoption By Advisors?
Our US correspondent continues his coverage of fintech and wealth management sector issues from a major annual conference in New Orleans. ...
US Remained Largest Art Market In 2025 – Art Basel, UBS Report 2026
The tenth edition of "The Art Basel and UBS Global Art Market Report 2026", authored by Dr Clare McAndrew, founder of Arts Economics, was released today, providing a benchmark analysis of the global art market i...
Who's Moving Where In Wealth Management? – Northern Trust, Fortis, Others
The latest moves, appointments and personnel changes in North American wealth management. ...
Deals Of The Day: The Latest In Wealth Management M&A – Summitry, Vantage Wealth, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
ETF Growth Story Continues Momentum – PwC Report
As a number of wealth managers launch exchange-traded funds, PwC’s latest Global ETF report and data suggests a structural shift in how the next $15 trillion in assets will be managed. It highlights how well p...