News, Comment & Analysis results for PAG

Family Office
June 30, 2025

NextGen's Wealth Creation Shift – In Conversation With AITi Tiedemann

The first generation of a UHNW family might focus initially on protecting – and enjoying – what

Art
June 25, 2025

How To Talk To UHNW Clients About Their Art And Collectibles

Regular commentator in these pages, Matthew Erskine, a lawyer in the US and expert on many of the

Strategy
June 17, 2025

The Evolution of Data, Doxxing In Post-UnitedHealthcare World

As part of the reports from last week's FWR family office forum on cybersecurity topics in New

Compliance
June 16, 2025

OPINION OF THE WEEK: UBS's Regulatory Headache, And "High-Risk" IFCs

The editor looks at two stories of recent days – the regulatory tussle between UBS and the Swiss

People Moves
June 13, 2025

UBS Adds To Wealth Advisory Capabilities In New York

The newly-recruited senior advisor, who was previously at Morgan Stanley, is experienced in

WM Market Reports
June 12, 2025

Family Offices Expand Services To Keep Pace With Demand – Global Study

In a busy set of weeks for wealth management reports, this family offices study, drawing from

WM Market Reports
June 12, 2025

Single-Family Offices Still Keen On Direct Investing; Challenges Remain – Study

BNY Wealth has issued a report that drills down into the views of single-family offices worldwide,

WM Market Reports
June 6, 2025

Global HNW Wealth Population Rose In 2024; North America Outperforms – Capgemini

The rise in equities last year helped lift the wealth and population of HNW individuals around the

People Moves
May 20, 2025

Ex-JP Morgan Private Bank Figure Joins UBS In New York

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

Strategy
May 20, 2025

Prescriptions For Change

This article, the third in a series, sets out actionable ideas for advisors working with ultra-high

Comment & Analysis results for PAG