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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
Who's Moving Where In Wealth Management? – Raymond James, TritonPoint
The latest senior appointments, moves and personnel changes in North American wealth management. ...
As Countdown Nears For SpaceX IPO Launch, Valuations Debated
A major liquidity event expected to create a whole new roster of multi-millionaires, the SpaceX IPO promises to be one of the stock market highlights of the year. Whether its valuations live up to the billing is...
Private Placement Life Insurance: When Family Offices Gamble With Tax Advantages
A failure to stress test PPLI policies against shifts in financing rates, as well as understand other features, means that some HNW families that used these policies to protect wealth have suffered adverse conse...
Cresset Names Head Of Family Office Services
The US wealth management firm made another senior hire this week - this time for its family office services area. ...
Advisor360° Appoints New Chief Executive
A new chief executive is taking over at a firm that is leaning into how AI is changing the business models of wealth management. ...
New RIA For Wealth Creators Is Launched
The new RIA, based in Southern California, concentrates on clients whose financial lives cover entrepreneurship, intellectual property, private investments, media ventures, and traditional asset management. ...