Latest Comment & Analysis
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure ...
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...
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...
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...
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. ...
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....
Latest News
UBS Evolves Florida Footprint With New Segment; Names Head
As well as saying it is evolving its regional structure into two distinct Florida markets, the Swiss bank said one of its veteran figures is stepping down. ...
What UHNW Collectors, Their Families Must Know About Valuations
Record auction prices generate headlines. The harder questions — how to value art and collectibles for estate planning, how to manage concentration risk, and how to plan for succession — begin where the cove...
Who's Moving Where In Wealth Management? – Wilde Wealth Management, Bogart Wealth, Others
The latest senior wealth management industry moves, personnel changes and appointments in North America. ...
Deals Of The Day: The Latest In Wealth Management M&A – Steward Partners, Wealth Enhancement
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
UBS, Swiss Private Bank Positive On US, Emerging Market Equities, Driven By Tech
Together with UBS Global Wealth Management, Swiss private bank Bank J Safra Sarasin shares its insights on the macroeconomic outlook and asset allocation, indicating a preference for US and emerging market equit...
PREVIEW: Family Wealth Report Family Office Cybersecurity Forum 2026
A one-day conference on June 11 in New York City, held at the offices of BNY, will explore cybersecurity and the challenges it presents for family offices and the solutions available. ...