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? – UBS Wealth Management USA, SEI
The latest executive moves, appointments and personnel changes in North American wealth management. ...
Carey Olsen Advises Butterfield On $1.8 billion Acquisition Of CIBC Caribbean
The transaction brings together a combined business with about $29 billion in assets. ...
Digital Digest: The Latest Tech News – FMG Expands Internal AI Use
The latest technology news in the wealth management sector from around the world. ...
Who’s Moving Where In Wealth Management? – SEI
The latest senior moves, appointments and personnel changes in North American wealth management. ...
UBS Family Office Report Highlights Strong US Exposure, AI Investment
Swiss private bank UBS has published the UBS Global Family Office Report 2026, finding that family offices are prioritizing resilience, diversification and investment in AI as they prepare for geopolitical and e...
What’s New In Investments, Funds? – Independent Trust Company
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...