News, Comment & Analysis results for SumIt

Technology
October 21, 2026

“Family Offices Must Have Privacy As Their North Star” – Summit Report

Our US correspondent reports on this week’s Family Office FinTech Summit in Manhattan, as

Strategy
October 13, 2026

Family Offices And AI: Use “Soft Side” And “Decomposition” More; “Vibe Coding” Less

The risks of DIY approaches to AI, and families' ability to find efficiencies previously hard to

Family Office
April 13, 2026

From Query To Command: AI’s Rapid Evolution – Family Wealth Report Fintech Forum

At our annual Family Wealth Report Family Office Fintech Forum in New York, our US correspondent

Investment Strategies
February 6, 2026

SuMi TRUST, Amundi, Invesco Positive On Japanese Equities, Ahead Of A Snap Election

With a snap election in Japan on February 8, SuMi TRUST, a large Japanese asset manager, talks with

M and A
October 15, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carnegie, AHL, Raymond James, Beacon Pointe Advisors

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Strategy
October 13, 2025

AI Implementation Dominates Family Office FinTech Summit

This publication's family office fintech summit explored how AI is put to work by family offices

Technology
May 23, 2025

The Family Office Blueprint For Tomorrow – Interactive Session Report

Here is a summary of a family office-focused interactive session held at this publication's recent

Technology
April 29, 2025

Benefits, Caveats Of AI Adoption In Spotlight At Family Office Fintech Forum

We report in the first of two articles about discussions held at the family office fintech forum,

Investment Strategies
January 16, 2025

EXCLUSIVE: Spotlight On US, UK, Korean Equities – Orbis Investments

Dan Brocklebank, head of UK at Bermuda-based Orbis Investments, discusses why there is value in the

Technology
October 15, 2024

Family Offices’ Digital Progress, Challenges Under Summit Microscope

Following is an overview of the sessions, speakers and topics discussed at last week's family

Comment & Analysis results for SumIt