Technology
July 21, 2023

Digital Digest: The Latest Tech News – Pontera, Founders Financial Securities

The latest technology news in the wealth management sector from around the world.

Financial Results
July 21, 2023

Goldman Sachs' Net Revenues Slip In Wealth, Asset Management Arm

This week, the US firm reported its second-quarter financial results, including details on the

Strategy
July 21, 2023

Brandywine Global Smiles On High Yield Bonds

Brandywine Global, a specialist investment manager of Californian-based Franklin Templeton, has

People Moves
July 21, 2023

Who's Moving Where In Wealth Management? – Miracle Mile Advisors, Fiduciary Trust International

The latest moves and appointments in wealth management in North America.

Alt Investments
July 21, 2023

WEALTH TALK: New Ways Of Understanding Gold’s Place In Wealth And Money

Surveys
July 21, 2023

US Business Owners Critically Lag In Preparing For A Sale – UBS Study

The latest UBS Investor Watch released this week gives insights from a cross-section of US-based

Awards
July 20, 2023

Nominations Open For 11th Annual Family Wealth Report Awards 2024

Firms and individuals interested in entering the awards can now do so.

Financial Results
July 20, 2023

Net Income Dips At Northern Trust In Q2

The Chicago-headquartered group has issued its second-quarter financial figures.

New Office
July 20, 2023

Laird Norton Opens South Dakota Office, Expands Trusts Footprint

This publication regularly tracks trusts and other structures used in the North American wealth

Family Office
July 20, 2023

What’s Top Of Mind For Some Of The World’s Leading Family Offices? 

Citi Private Bank gathered leading family offices from around the world – representing $434