News, Comment & Analysis results for Max
Huge Valuation Gap Holding Up AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –
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
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
Using Secondaries To Build Positions In Attractive Names
The secondaries market for private assets is an important element of liquidity and price
Markets Take The Escalator Up, But The Elevator Down
At the 2026 Family Wealth Report Investment Forum, prominent wealth management figure Neil Nisker
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,
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
Reclaiming Stewardship Through Direct Investing
Direct investing – bypassing the collective funds route – is an established approach but
“Accelerating” AI, Private Credit, Secondaries And Direct Investments – FWR Forum
Our US correspondent attended the FWR Family Office Forum in Manhattan to hear views from industry
Summary Of Moves In North American Wealth Management – February 2026
A roundup of moves, hires and personnel changes in North American wealth management in February.