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
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...
Who's Moving Where In Wealth Management? – UBS
The latest senior appointments, moves and personnel changes in North American wealth management. ...
Stronger El Niño In 2026 Risks Food Inflation – Schroders
After the US weather agency and the World Meteorological Organization declared elevated El Niño risks in 2026, David Rees at Schroders examines how a strong El Niño in 2026, shifting global rainfall and fertil...
Wealth Managers React After US, Iran End War
After the US and Iran agreed on a framework to end the conflict on Sunday evening, causing a drop in Brent crude oil prices, wealth managers discuss the impact on asset allocation, noting the positive impact for...
Summary Of Senior Wealth Management Moves For North America – April 2026
A roundup of moves, appointments and other personnel changes in North American wealth management. ...
Digital Digest: The Latest Tech News – Citi Launches Tokenized Depositary Receipts
The latest technology news in the wealth management sector from around the world. ...