Latest Comment & Analysis
A Finger On The Pulse: Squire Patton Boggs' Family Office Practice
We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector and how the team of experts at the law firm see challenges and opportunities unfolding. ...
A Powerful Investment Most Investors Overlook: Paying Less Tax
Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom Family Office. He spoke at this publication's Family Office Investment Forum of last week. ...
Rethinking Risk, Return: A Smarter Approach To Asset Allocation For Long-Term Success
Among the points made here is that investors sometimes don't realize that managers get paid bonuses even when their clients lose money. This, and other points about the need to set expectations, for example, is ...
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to those firms and advisors who get involved in the hard details of how these deals play out and what mistakes to avoi...
Miami Wealth Managers: How We Work With Latin Clients
In the second part of this feature, our US correspondent speaks to organizations such as WE Family Offices, Maximai Investment Partners, Premia Global Advisors, AlTi Tiedemann Global, Citi Private Bank, and othe...
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular approach to lining up potential parties in wealth management M&A transactions. ...
Latest News
Investment Managers Calm After US Middle East Action
After the US formally entered the Israel-Iran conflict over the weekend, wealth managers discuss the impact on oil prices and asset allocation. ...
Canada's BMO Pushes Further Into Wealth Sector With Burgundy Deal
Announced late last week, part of the drive for this transaction was Burgundy's services to high net worth and ultra-HNW clients. ...
Elevation Point Makes Another "Strategic Investment"
Founded last year, Elevation Point – with investment backing of its own from Emigrant Partners – continues to take stakes in other wealth management firms. The process is part of a continuing M&A trend in th...
Deals Of The Day: The Latest In Wealth Management M&A – Apollon Wealth Management, Chornyak & Associates
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
French Asset Manager Shifts To European, Emerging Market Bonds, Cools On US
Together with German asset manager DWS, French asset manager Amundi has outlined its mid-year global investment outlook for 2025. ...
US Wealth, Asset Management Dealmaking Space Slows In Q2 – PwC
For more than a decade, busy M&A activity in the wealth and asset management sector has been a talking point and produced considerable data. The economic uncertainties of recent months encouraged some – not al...
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m