Latest Comment & Analysis
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...
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 ...
Latest News
Who's Moving Where In Wealth Management? – PPB Capital Partners, Bakers Street Advisors, Others
The latest moves, appointments and personnel changes in North American wealth management. ...
What’s New In Investments, Funds? – Integrated Partners
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
US Investment In Chinese Equities Climbs; Asian Investment In US Equities Down In 2025
After emerging markets outperformed developed ones in 2025, William Bratton at BNP Paribas shares his insights on US investment in equities in the Asia Pacific region as well as Asian investment in US equities. ...
Who's Moving Where In Wealth Management? – Sagient, Broadridge
The latest moves, appointments and personnel changes in North American wealth management. ...
Big Shifts In Estate, Trust Mediations
A term that comes out of the philosophy of science can apply to a change in how those who try to break a deadlock on disputes over trusts, estate plans and related matters. ...
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...