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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...
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. ...
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...
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 ...
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
A recent report underscores the scale of the hiring task that RIAs face to keep pace with demand, even if forces such as attrition and retirements are taken out of the mix. ...
California-headquartered Matthews International Capital Management announces transition in controlling equity partnership and makes senior hire. ...
Founded by ex-Google executives, Arta is an AI, wealth, and financial technology company. ...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that make for good governance. ...