News, Comment & Analysis results for Archive
Digital Privacy, Cyber Insurance: Why Family Offices Need Both
A panel at the recent family office forum on cybersecurity, hosted by this news service, examined
Businesses Yet To Feel Cost Of Renewed Middle East Conflict – Fidelity International Survey
Fidelity International's Analyst Pulse Survey for the second quarter of 2026 shows that many
OPINION OF THE WEEK: Millennial, Gen X, Boomer: These Terms Say Little About Your Client
It is time to retire generational labels of clients, particularly in public commentaries from the
BNY Wealth Lifts Lid On UHNW Wealth Transfer Readiness, Confidence
Covering topics from financial literacy through preparations for transfer and use of trusts, the
UK Bank Leans Into US Expat Growth Trend
With an increasing number of US expats relocating to the UK, London-based private and commercial
Managing Family Offices' AI Risk – SPB White Paper
This paper from a law firm points out that family offices operate in a highly sensitive
AI To Drive Market Performance In H2 2026; US Equities To Outperform – Natixis IM Survey
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets
The Sustainability Phenomenon: Nuveen, CalSTRS
The latest developments in the sustainability space.
Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago - Goldman Sachs
While private banking fee revenues were hit by lower net interest margins, overall wealth and asset
Acquisition Drive Elevates Sanctuary Wealth's Client Assets
The rise in assets comes amidst a wider industry trend of mergers and acquisitions.
Comment & Analysis results for Archive
CAF American Donor Fund Explains Transatlantic Philanthropy Model
A donor-advised fund that gives a dual-qualified solution for UK and US clients has spoken to this
US-Based Deciens Capital Gets Radical About Banking, Finance
The unintended results of government bank regulation may explain a lack of dynamism and indifferent
A Walk Around The US Trusts Toolkit – In Conversation With Arden
Arden Trust Company, which has existed in its current guise since a corporate spin-out in 2019,
BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann
While unlikely to sway those already hostile to the free market economic system, this book puts a
The Expatriation List: Misunderstood But Important US Tax Policy Guide
A “List” of US citizens who have chosen to renounce their citizenship has some shortcomings as
RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off
The business of wealth management M&A in North America has changed from the frenetic pace of recent
Hidden Cash In Portfolio Hampers Returns: What Clients Are Doing – Part 2
"Hidden cash" can be a problem – for example money market funds held inside investment accounts.
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports.
Focusing On Fundamentals: Three Tax Strategies For 2023
The following commentary about tax planning comes from Bessemer Trust, the multi-family office.
An Integrated Model: How "AITi" Moves Forward From Tiedemann-Alvarium Merger
One of the top figures at the merged MFO business said the merger of the two is a full integration