Latest Comment & Analysis

WM Market Reports
October 4, 2022

Our Tenth Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the wealth management industry and the technology that it uses. ...

Client Affairs
September 22, 2022

When Financial Storms Build, Consider Excess Deposit Bonds

Many wealthy people want to park their wealth in financial institutions to ride out market storms, but there are risks to this option. What tools exist to give peace of mind? ...

Company Profiles
September 19, 2022

Keeping Investment Under The Roof At Manhattan West

We catch up with a US wealth management firm that chooses to keep its investment management in-house rather than outsource it. ...

Alt Investments
September 19, 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient commodity market, overcoming historic factors that have previously prevented this. So far, only 1 to 2 per cent o...

August 29, 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to follow. Financial hubs also compete as registration locations for aircraft; the sector also attracts investment from ...

August 16, 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy toward areas such as wind, solar, hydrogen, biomass and other sources has, among other events, been interrupted by Russia's squeeze of gas exports to ...

Latest News

Alt Investments
October 6, 2022

Dynasty Partners With Digital Investments Platform

The move is yet another example of how access to alternative investments is a theme driving change in the wealth management sector. ...

M and A
October 6, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Hightower

The latest deals and transactions in and around North American wealth management. ...

October 6, 2022

Finding A "Consigliere" – Why A Chief Of Staff Is So Important

No single person can do all the duties required of a "boss" and that's why they have posts such as "chief of staff" or the equivalent. In wealth management organizations, including family offices, such a role ca...

Investment Strategies
October 6, 2022

WEALTH TALK: Positioning Asset Allocation In Testing Times – The Julius Baer International View


M and A
October 5, 2022

Mercer Global Advisors Targets California

Mercer Global Advisors enhances its California presence after acquisition. ...

M and A
October 5, 2022

MAI Retirement Launched After Acquisition

The acquisition introduces a new business unit for MAI, adding retirement plan consulting capabilities and marking its formal entry point into the retirement plan space ...