News, Comment & Analysis results for Trace
When Principals Ask AI Instead Of Their Advisors
Here is the report of a panel that explored the intersection of wealth advisory and AI at the
“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
The Missing Discipline: How Narrative Governance Mitigates Succession Risk
A problem for families is that succession can appear to be far in the distance, but those involved
ANALYSIS: Family Offices in Motion – A Transatlantic View
Taking views from the US, London and other jurisdictions, we consider how and why family offices
UBS Real Estate Survey Shows Miami Faces Highest Bubble Risk
Switzerland’s UBS has released its “Global Real Estate Bubble Index 2025” showing which
Pushing Innovation In Male Health After Decades Of Stagnation
Investment in medical/health issues is a long-term proposition, requiring the kind of “patient
Summary Of Moves In North American Wealth Management – July 2025
A summary of moves and appointments in the North American wealth management sector.
How To Save Artists, Collectors From Fake Buyers And Fraudsters
Fraud, fakes and misattribution of fine art – a guide for avoiding problems.
Who's Moving Where In Wealth Management? – UBS, Envestnet, Osaic, Others
The latest moves, appointments and personnel changes in the North American wealth management
RBC WM Positive On Japanese Equities; US Treasuries In 2025
After the dramatic shift in appetite for equity and fixed income securities issued outside North