Contact us
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...
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...
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. ...
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....
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'...
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. ...
This week, investment managers have published outlooks for 2026, highlighting a neutral stance on equities, and promoting the case for gold, renewables amidst the Middle East conflict. ...
The team has launched a new entity called SIGIL Family Office. ...
The latest moves, appointments and personnel changes in North American wealth management. ...
The latest technology news in the wealth management sector from around the world. ...
The US bank reported a broadly positive set of wealth results, as seen by assets and inflows as well as revenues, in the first three months of 2026. ...
The Bank of America reported strong financial results for the first quarter of 2026 this week, beating analysts’ expectations, with profits up 17 per cent. Global wealth and investment management revenue and p...