Latest Comment & Analysis
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....
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. ...
Latest News
Nuveen Favors US Equities In 2026; Positive On Renewables
This week, investment managers have published outlooks for 2026, highlighting a neutral stance on equities, and promoting the case for gold, renewables amidst the Middle East conflict. ...
Consultative Virtual Family Office Launched
The team has launched a new entity called SIGIL Family Office. ...
Who's Moving Where In Wealth Management? – Brandes Investment Partners, FBT Gibbons, Others
The latest moves, appointments and personnel changes in North American wealth management. ...
Digital Digest: The Latest Tech News – Broadridge Financial Solutions, TIFIN
The latest technology news in the wealth management sector from around the world. ...
First-Quarter 2026 Net Wealth Revenues Rise At Morgan Stanley
The US bank reported a broadly positive set of wealth results, as seen by assets and inflows as well as revenues, in the first three months of 2026. ...
Bank Of America Wealth, Investment Management Profits, Revenue Up Q1 2026
The Bank of America reported strong financial results for the first quarter of 2026 this week, beating analysts’ expectations, with profits up 17 per cent. Global wealth and investment management revenue and p...