News, Comment & Analysis results for Archive

Family Office
September 23, 2026

Family Offices' Portfolios Gain This Year; Inflation, Succession Weigh On Minds – Citi Wealth

In a global survey, the US banking group's wealth arm explores the issues that preoccupy family

People Moves
September 22, 2026

Composition Wealth Names General Counsel, Advisor Head

Both of the appointees each have two decades' experience in the industry. The RIA, which operates

New Office
September 22, 2026

Addepar Expands European Footprint

The new office, in Warsaw, will support activity such as global research and development, client

Family Office
September 22, 2026

Compensation Strategies Gain Ground In Family Offices, Recruitment Challenges Remain

As the US and wider family office market has grown, one focus area has been the need to

People Moves
September 21, 2026

Summary Of Senior Moves In North American Wealth Management – July 2026

The latest monthly collection of moves in North America's wealth management sector.

Comment & Analysis results for Archive

Strategy
January 30, 2026

Productivity Gains Lauded By Key Wealth As Growth Continues

We talked to the head of the bank's wealth business about the details of productivity, organic

Family Office
January 26, 2026

ANALYSIS: Family Offices in Motion – A Transatlantic View

Taking views from the US, London and other jurisdictions, we consider how and why family offices

Company Profiles
January 23, 2026

Fixing The Skills Gap And Earning Returns – In Conversation With JFFVentures

We talked to the managing partner of an impact venture fund that takes aim at the challenge of

Surveys
October 1, 2025

Analysis: Business Executives' Personal Safety In Focus

At a time of heightened concerns about physical threats to executives and those in leadership

Trust Estate
August 29, 2025

Administering An Estate With Artworks – Strategic Options

The challenges of managing artworks in estate plans can be complicated and financially – and