Latest Comment & Analysis
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....
Fixing The Skills Gap And Earning Returns – In Conversation With JFFVentures
We talked to the managing partner of an impact venture fund that takes aim at the challenge of raising workforce skills, for example for US immigrants, at a time when AI and other technologies are upending what'...
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and emotionally – draining. This is the third article in a series looking at how such issues can be addressed. ...
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven't always kept up...
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not always fully understood. In the second article in a series, the author looks at important considerations for people ...
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees unfold. ...
Latest News
European Private Bank Expands Sports Finance; Eyes US Leagues
For the wealth management industry in general, the business of sports teams, as well as the individual financial affairs of sportsmen and women, has become a distinct – and large – specialty. Deutsche Bank i...
Challenges Remain For Private Equity, But Sector Springs Back To Life
Private equity has bounced back and as a sector is maturing. There are challenges over the amount of old "dry powder" of unspent capital there is around, the report says. ...
RBC Wealth Management Expands UHNW Premier Platform Offerings
Services on the Echelon platform range from bespoke travel concierge to private healthcare. ...
What's New In Investments, Funds? – Janus Henderson, Privacore, VPC
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Digital Digest: The Latest Tech News – Franklin Templeton, Binance, Kestra, Others
The latest technology news in the wealth management sector from around the world. ...
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, iCapital, Passthrough
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...