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...
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...
Latest News
Northern Trust Wealth Management Adds Senior Figure
The appointee has worked in wealth management, private banking and fine art for 25 years. ...
Deals Of The Day: The Latest In Wealth Management M&A – WisdomTree
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
EXCLUSIVE: French Investment House Overweight US, Eyes Opportunities In Japan
Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds , discusses its investment outlook and asset allocation in 2026 with this news service. ...
F2 Strategy Welcomes Back Former CEO
The CEO had left to work at FNZ but instead he's returned to his old employer. ...
Diversity Project Rebrands Across UK, Europe, North America
The Diversity Project UK, Diversity Project Europe and Nicsa’s Diversity Project North America have announced a new phase of global collaboration. ...
Who's Moving Where In Wealth Management? – Raymond James, Truist
The latest moves, appointments and personnel changes in North American wealth management. ...