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
Dynasty Embeds Wealth.com's AI Estate, Tax Intelligence Offering
The Wealth.com integration represents the first external partnership contributing a dedicated agent to Dynasty’s AI suite, Dynasty said. ...
T3 Tech Conference Prequel Tackles Hot AI Issues
Our US correspondent has been in New Orleans for a major annual technology conference that focuses on the needs of financial firms such as wealth managers. AI unsurprisingly is the top agenda item. ...
Digital Digest: The Latest Tech News – Ridgeline
The latest technology news in the wealth management sector from around the world. ...
Who's Moving Where In Wealth Management? – FNZ, Brown Brothers Harriman, Others
The latest moves, appointments and personnel changes in North American wealth management. ...
UBS Says On Track To Complete Credit Suisse Integration By Year End
The bank issued an upbeat, if measured tone in its annual report for 2025, with senior figures again urging Swiss authorities to avoid unduly severe capital rules. ...
Hedge Funds Come Through Geopolitical Dramas With February Gains – Data
The figures are an example of the "all-weather" aspect of hedge funds in their ability to profit from significant market shifts, as shown now by the dramas in the Gulf. ...