News, Comment & Analysis results for Archive

Investment Strategies
January 6, 2026

Wealth Managers Optimistic About Emerging Markets, AI, Gold, Defense In 2026

After emerging market equities outperformed many developed markets in 2025, led by a broad rally in

Banking Crisis
January 6, 2026

UBS Sells $3 Billion Of AT1 Debt – Report

Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being

People Moves
January 6, 2026

Who’s Moving Where In Wealth Management? – AllianceBernstein

The latest moves, appointments and personnel changes in wealth management for North America.

Philanthropy
January 6, 2026

How Philanthropy Builds Legitimacy, Unity In Family Business Succession: Part One

The article notes that the families benefiting the most from philanthropic planning treat it as far

Investment Strategies
January 5, 2026

Wealth Managers See Little Near-Term Venezuela Impact; Eye Oil, Defense Implications

The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the

People Moves
January 5, 2026

Who's Moving Where In Wealth Management? – Steward Partners

The latest moves, appointments and personnel changes in North American wealth management.

Investment Strategies
January 5, 2026

UK Investment House Positive On US Equities, Gold

Patrick Brenner, chief investment officer, multi asset, at UK-listed investment manager, sets out a

Strategy
December 24, 2025

From The Editor's Chair: Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth – 2025 In Review

The editor casts his eye back at the past 12 months to highlight significant themes and

Strategy
December 23, 2025

Most Interesting Questions For 2026

We gaze into the crystal ball for the main likely trends for the coming 12 months, and also take

Investment Strategies
December 23, 2025

Orbital Satellite Financing – A Look At Investment Opportunities

While a complex and challenging field in some ways, investing in space satellites is also an

Comment & Analysis results for Archive

Investment Strategies
February 4, 2025

Private Aviation Investment Taps Rising Wealth Trend

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to

M and A
February 3, 2025

How – And Why – MFOs Are Cashing In On The M&A Boom

Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition

Strategy
February 3, 2025

Price Pressures, Desire For Independence Fuels Need For Guidance

The North American wealth sector has its share of challenges, and also opportunities for ambitious

Strategy
December 20, 2024

High Performing Family Offices: Thinking About “Me” As Much as “We”

This article examines the process of sustaining and growing financial prosperity alongside durable

Strategy
December 20, 2024

Wealth Manager’s Conundrum: The Paradox Of Enough

This article addresses attitudes to money, and how to avoid the trap of regretting later in life

UHNW Institute
December 19, 2024

Redefining Wealth Management: Highlights From The UHNW Institute Symposium

The Symposium, discussing the full implications of what is called Integrated Family Wealth

Wealth Strategies
December 18, 2024

A Comprehensive Guide To Concentrated Stock Positions

Diversifying a portfolio sounds reasonable and wise, but it turns out that making the move comes

White Papers
December 18, 2024

Family Office Fintech Summit – The Report 

As part of the value given to those involved in the summit and who want to find out more, we carry

Offshore
December 9, 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction.

Strategy
December 9, 2024

Understanding Wealth Sector Bottom Line: The DuPont Model

Providing integrated wealth management presents a range of challenges, such as how to assess