News, Comment & Analysis results for Jump
Will Vanguard’s Big RIA Custodial Bet Pay Off?
Our US correspondent examines Vanguard's purchase of custodian business Altruist, a business with a
Private Credit Promised An Illiquidity Premium. It Delivered A Liquidity Lesson
Family offices will not necessarily be able to handle restrictions and conditions involving private
Great Advisors, Retaining Talent And Serving Families – In Conversation With Michael Zeuner
This news service carries an interview with a prominent figure in family office and wealth
Gold Retains Wealth Management Allure
After the gold price jumped significantly over the past week, UBS Global Wealth Management,
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event –
AI To Drive Market Performance In H2 2026; US Equities To Outperform – Natixis IM Survey
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets
Your Bodyguard Can't Stop This
Executives and wealthy families are spending record sums on physical security. The attack that will
Wealth Sector M&A Powers Ahead Even As Financial Services Megadeals Dry Up
One detail of the report is a divergence between deal volume and deal value in financial services
Rise In High Net Worth Individuals' Global Wealth In 2025; US Adds Most Millionaires – Capgemini
The 30th edition of the Capgemini Research Institute’s World Wealth Report 2026, published this
Software Shakeup: New AI Category Disrupting Notetakers, CRM
The notetakers are turning into "agentic operating systems," becoming the client relationship