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Latest Comment & Analysis

Family Office
March 3, 2026

How The Family Office Talent Management Market Stands Today

We carry this brief interview with an executive search figure ...

Strategy
February 26, 2026

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...

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....

Latest News

People Moves
June 2, 2026

Cresset Names New Managing Director, Wealth Advisor

The new appointee will help to build out Cresset’s presence in the New York region, focusing on cultivating the advisory relationships with ultra-high net worth individuals, family offices, entrepreneurs, and ...

People Moves
June 2, 2026

Who’s Moving Where In Wealth Management? – RBC Global Asset Management (US), Carson Group

The latest executive moves, appointments and personnel changes in North American wealth management. ...

New Products
June 2, 2026

What’s New In Investments, Funds? – Hightower, Zocks, Dispatch

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

People Moves
June 1, 2026

Who’s Moving Where In Wealth Management? – UBS Wealth Management USA, SEI

The latest executive moves, appointments and personnel changes in North American wealth management. ...

M and A
June 1, 2026

Carey Olsen Advises Butterfield On $1.8 billion Acquisition Of CIBC Caribbean

The transaction brings together a combined business with about $29 billion in assets. ...

Technology
June 1, 2026

Digital Digest: The Latest Tech News – FMG Expands Internal AI Use

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