News, Comment & Analysis results for Percent
Central Banks Hold Rates, Sparking Wealth Manager Reactions
After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and
UBS’s Wealth Results In Q2 2026 Show Revenue, AuM Gains; Group Profits Beat Forecasts
The Switzerland-headquartered group, which has a major wealth business in the US, reported stronger
Can Fisher Investments' Marketing Magic Be Replicated?
This news service’s US correspondent sat down recently with Andrew Leneve to talk about the
Approval Is Not Ownership: Helping Family Office Investment Decisions Hold Under Pressure
When family offices' members make decisions, they're frequently operating under pressures – not
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
How Digitally Mature Are The UK’s Top 30 Asset Managers?
The firm, Remarkable, explains that a recent report it produced states that the "window for
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?
While the influx of private equity money into the North American wealth management sector is a well
Schwab’s Midyear Priorities: Lending, AI, UHNW Clients, Crypto
Our US correspondent Charles Paikert attended the Schwab Advisor Services Midyear Media Roundtable
Huge Valuation Gap Holding Up AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –
Markets Take The Escalator Up, But The Elevator Down
At the 2026 Family Wealth Report Investment Forum, prominent wealth management figure Neil Nisker