News, Comment & Analysis results for Level
The Illusion Of Ownership In Aggregator Models: Ownership Structure Matters More Than Ever
There are many wealth management firms that are being established, using different business models
Getting The Details Right Over Private Markets "Democratization"
We talk to figures in the wealth management sector about how to successfully put private market
UBS Study Lifts Lid On How Families Prepare For Inheritance, Change
With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the
Private Credit Funds Generally Deserve Praise, Not Brickbats – Asset Managers
Private credit, a fast-growing sector, has hit turbulence, but it is premature and unjust to claim
Tokenization, Private Markets, And The Democratization Illusion
A regular guest writer and prominent figure in wealth management thought leadership and development
Wealth Managers Turn Negative On Dollar; Positive On Gold, US Equities
A new report by Amundi expects the US dollar’s depreciation to continue. While Schroders has
Multi-Trillion Dollar Wealth Transfer Puts Trust "Decanting" In Focus
While the word puts in mind fine wines and the enjoyment of taste and smell, decanting is a term
Art Market Auctions Rebounded Late 2025, But Not A "Comeback" – Citi Wealth
Gallery closures and downsizing suggest that the art market faces challenges, even after the
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
Vigilance Secures Stewardship: Risk Management in Family Offices
Risk management is the "daily discipline" of stewardship when it comes to family offices. An author