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
A Wake-up Call For Family Offices: Protect Clients’ Legacy By Safeguarding Their Wealth, Privacy
An expert in the field of cybersecurity explains major challenges and potential solutions for family offices and wealthy individuals. ...
Who's Moving Where In Wealth Management? – Brown Advisory, LPL Financial
The latest senior wealth management sector moves, appointments and personnel changes in North America. ...
Deals Of The Day: The Latest In Wealth Management M&A – Marmo, Cetera Planning Partners
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Family Offices Take On More Risk In Alternatives
The survey examines what family offices around the world think of alternative investments and the risks involved. It continues a run of reports delving into areas such as private markets. ...
What's New In Investments, Funds? – Hamilton Lane, iCapital
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Opportunities, Challenges Posed By AI – Natixis IM
Paris and Boston-headquartered Natixis Investment Managers has released a new survey highlighting that financial advisors are optimistic about growth prospects despite the challenges, driven by AI. However, man...