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Latest Comment & Analysis

Strategy
December 20, 2024

High Performing Family Offices: Thinking About “Me” As Much as “We”

This article examines the process of sustaining and growing financial prosperity alongside durable family harmony. This requires a balance of technical and analytical considerations. ...

Strategy
December 20, 2024

Wealth Manager’s Conundrum: The Paradox Of Enough

This article addresses attitudes to money, and how to avoid the trap of regretting later in life that unwarranted fears have prevented people from enjoying and using their wealth productively when they had the c...

UHNW Institute
December 19, 2024

Redefining Wealth Management: Highlights From The UHNW Institute Symposium

The Symposium, discussing the full implications of what is called Integrated Family Wealth Management, teased out ideas on how advisors can meet the complex and changing needs of UHNW families. ...

Wealth Strategies
December 18, 2024

A Comprehensive Guide To Concentrated Stock Positions

Diversifying a portfolio sounds reasonable and wise, but it turns out that making the move comes with a number of challenges. This article addresses what happens with a "concentrated" stock position in a portfol...

White Papers
December 18, 2024

Family Office Fintech Summit – The Report 

As part of the value given to those involved in the summit and who want to find out more, we carry this report that condenses the main discussions and talks. ...

Offshore
December 9, 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Latest News

Financial Results
January 21, 2025

Net Revenues Rise At Morgan Stanley's Wealth Arm

The Wall Street-listed firm reported a broadly stronger set of financial figures in wealth management for the final three months of last year and full year, adding to a number of banks issuing figures. ...

WM Market Reports
January 21, 2025

Envestnet Lays Out Top AI-Driven Insights For Advisors

The US-based organization spells out what it sees as top priorities for different parts of the wealth management space. ...

Investment Strategies
January 21, 2025

Natixis IM Smiles On US Equities, Alternatives, Gold In 2025

Julien Dauchez, head of portfolio consulting and advisory, and Cecile Mariani, head of global financial institutions, at Natixis Investment Managers held a media roundtable this week, looking at key findings o...

People Moves
January 20, 2025

Summary Of Executive Moves In North American Wealth Management – December 2024

The latest moves, appointments and personnel changes in the North American wealth management sector. ...

People Moves
January 20, 2025

Rockefeller Global Family Office Expands In NY, Texas

Rockefeller's wealth management arm continues to add teams across the country. ...

M and A
January 20, 2025

Alternative Investments Platform Acquires Onboarding Solutions Firm

Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less painful and laborious. ...