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
Deals Of The Day: The Latest In Wealth Management M&A – Clearlake, Pathway, Steward Partners
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Hightower Builds Out Family Office
The Chicago-headquartered group has worked with a number of organizations, such as a consultancy – in which it invested in 2024 – and business management and family office firm, as it develops its propositio...
SEI Makes Raft Of Top-Level International, US Appointments
The group, which serves sectors including family offices, private banks and wealth advisors, has made a number of senior appointments in the US and abroad. ...
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?
While the influx of private equity money into the North American wealth management sector is a well known one, there's more than one way to inject capital into the sector and manage growth. We look at a range of...
Elite US College Admissions In Age Of AI
How is top-end higher education, and the desire to reach these favored institutions, affected by AI and its impact on the very process of learning and testing? How does AI affect what’s at stake when parents b...
Who's Moving Where In Wealth Management? – Raymond James, TritonPoint
The latest senior appointments, moves and personnel changes in North American wealth management. ...