News, Comment & Analysis results for Max

Technology
June 26, 2026

A Wake-up Call For Family Offices: Protect Clients’ Legacy By Safeguarding Their Wealth, Privacy

An expert in the field of cybersecurity explains major challenges and potential solutions for

Wealth Strategies
June 25, 2026

Beware Emotions, Concentration Risks And Slack Habits After Liquidity Events

Picking through the aftermath of the SpaceX IPO, which took place almost a fortnight ago, one theme

Client Affairs
June 22, 2026

Investment Managers React To Central Bank Rate Decisions

After the Bank of Japan hiked interest rates last week, while the Bank of England, the US Federal

Strategy
May 11, 2026

Huge Valuation Gap Holding Up AlTi Global Sale

Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –

Trust Estate
May 8, 2026

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

Investment Strategies
May 1, 2026

Wealth Managers' Verdicts As Major Central Banks Keep Rates Steady

It's been a busy week for the world's main central banks. The US Federal Reserve, the European

Alt Investments
April 24, 2026

Using Secondaries To Build Positions In Attractive Names

The secondaries market for private assets is an important element of liquidity and price

Wealth Strategies
April 23, 2026

Markets Take The Escalator Up, But The Elevator Down

At the 2026 Family Wealth Report Investment Forum, prominent wealth management figure Neil Nisker

Banking Crisis
April 23, 2026

UBS, Swiss Banking Industry Remain Unhappy Over Proposed Capital Rules

Although lawmakers in Berne have adjusted planned capital rules that the bank sector has welcomed,

Strategy
April 21, 2026

The Expanding Oversight And Audit Universe: Technology, AI, And Complete Coverage

One of the panels at a recent FWR fintech summit for family offices, held in New York, examined how

Comment & Analysis results for Max