News, Comment & Analysis results for PAG
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
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
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
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
UBS Adds To Wealth Advisory Capabilities In New York
The newly-recruited senior advisor, who was previously at Morgan Stanley, is experienced in
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
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,
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
Ex-JP Morgan Private Bank Figure Joins UBS In New York
The latest moves, appointments and personnel changes in the North American wealth management
Prescriptions For Change
This article, the third in a series, sets out actionable ideas for advisors working with ultra-high