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
Who’s Moving Where In Wealth Management? – Loxahatchee Capital, UBS, Baird, Others
The latest senior wealth management moves, appointments and personnel changes in North America. ...
UK Political Drama Adds To Wealth Managers' Anxieties
For investors exposed to assets outside the US, one country that comes up is the UK (as FWR knows, a number of Americans also spend significant time in the country, even to the point of exploring residency). The...
Family Offices Face New Era of Cybersecurity, AI Governance, And Operational Resilience
Technology is not a back-office concern for family offices any longer, and these organizations must adapt accordingly. ...
Small Cap Stocks, Emerging Markets Shine; DFA’s Booth Embraces Uncertainty
Here’s another report from the Morningstar annual conference in Chicago by our correspondent, who attended the annual event. ...
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. ...