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Latest Comment & Analysis

Strategy
February 24, 2026

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...

Strategy
February 9, 2026

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...

Strategy
January 30, 2026

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. ...

Family Office
January 26, 2026

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....

Company Profiles
January 23, 2026

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'...

Trust Estate
August 29, 2025

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. ...

Latest News

Technology
April 16, 2026

Digital Digest: The Latest Tech News – Broadridge Financial Solutions, TIFIN

The latest technology news in the wealth management sector from around the world. ...

Financial Results
April 16, 2026

First-Quarter 2026 Net Wealth Revenues Rise At Morgan Stanley

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. ...

Financial Results
April 16, 2026

Bank Of America Wealth, Investment Management Profits, Revenue Up Q1 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...

People Moves
April 16, 2026

UBS Makes Three Senior US Wealth Hires

The Swiss bank has made a series of senior regional appointments for the eastern side of the country. ...

Surveys
April 16, 2026

Minority Of Firms Ahead In AI Race – PwC Study

A small group of companies is pulling ahead in the race to generate real financial returns from artificial intelligence, according to PwC’s new AI Performance study. ...

Financial Results
April 15, 2026

JP Morgan Profits Rise In Q1 2026

New York-headquartered JP Morgan Chase posts positive financial results in the first quarter of 2026. ...