News, Comment & Analysis results for trust
Who's Moving Where In Wealth Management? – Brandes Investment Partners, FBT Gibbons, Others
The latest moves, appointments and personnel changes in North American wealth management.
Minority Of Firms Ahead In AI Race – PwC Study
A small group of companies is pulling ahead in the race to generate real financial returns from
Wealth Net Income Surges At Citigroup In Q1 2026
Higher revenues and a lower provision for credit losses contributed to a jump in year-on-year net
From The Editor’s Chair: Geopolitics, M&A, Private Market Woes And Wealth In Motion
The editor casts his eye back at the tumultuous first quarter of this year and gives a glimpse of
Reclaiming Stewardship Through Direct Investing
Direct investing – bypassing the collective funds route – is an established approach but
Liechtenstein Court Decision Is Wake-Up Call For Baby Boomers, Wealth Managers
A recent court case concerning a small European financial center raises questions on how robust
“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
Protecting Family Offices From Emerging Cyber Threats
A regular writer, financial industry veteran and business school lecturer talks about the
Estate Tax Overhaul Alert: How S 4196 Could Reshape HNW Wealth Transfer Planning
A regular author in these pages explains an important proposed piece of US legislation that
Putting Private Market Investments Into 401(k) Plans – A Potential Risk Too Far?
In this article, the author argues that without rigorous fiduciary oversight, education and