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
Longer Lifespans Reshape Wealth Planning – Bank Of America Study
The Bank of America Private Bank 2026 Study of Wealthy Americans, surveying individuals with $3 million or more in investible assets, finds that longer lifespans, accelerating family business transitions and shi...
Genesis Wealth Adds Veteran Advisor, Expands In Chicago
The arrival of the manager coincides with Genesis Wealth's expansion into Chicago's North Shore, the firm said. ...
Sanctuary Wealth Welcomes $350 Million NYC Advisor Team
Sanctuary Wealth operates what it calls a partnered independence model. ...
Investment Managers React To Central Bank Rate Decisions
After the Bank of Japan hiked interest rates last week, while the Bank of England, the US Federal Reserve and the Reserve Bank of Australia kept them on hold, investment managers discuss the impact and potential...
Morningstar Investment Conference Reflects Tumultuous Year
Our US correspondent reports from Chicago about the highlights of this year’s discussions and presentations, held against a background of geopolitical nerves, AI dramas and market shifts. ...
High-Earning US Citizens Consider Moving Abroad – Survey
A desire to diversify business and investment outside the US, expand opportunities, or get away from political strife, are encouraging a variety of US citizens to consider making a foreign move, a survey shows. ...