News, Comment & Analysis results for Archive

Real Estate
October 14, 2026

The Hotel Looks Like Real Estate – The Risk Lives In The Operation

For family offices considering direct hotel ownership, the decisive underwriting question is not

ESG
October 14, 2026

EXCLUSIVE: French Investment House Expects Progress On Investment In Renewables At COP31

Ahead of the 31st United Nations Climate Change Conference (COP31) in Antalya Turkey, taking place

Financial Results
October 13, 2026

JP Morgan Reports Higher Q3 2026 Net Income, AuM Rises In Assets, Wealth Arm

The US lender announced higher net income in its asset and wealth arm today as banks started to

Strategy
October 13, 2026

Family Offices And AI: Use “Soft Side” And “Decomposition” More; “Vibe Coding” Less

The risks of DIY approaches to AI, and families' ability to find efficiencies previously hard to

Investment Strategies
October 13, 2026

EXCLUSIVE: French Wealth Manager Upbeat On Emerging Market Equities, US Tech

This news service visited Paris recently to meet a number of wealth and investment managers to

Comment & Analysis results for Archive

Investment Strategies
December 11, 2023

Wealthy Global Families Keep Smiling On US Stocks – Bernstein Private Wealth

We talk to the US wealth management firm about what sort of positioning it is seeing from its

Philanthropy
December 7, 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about

White Papers
December 6, 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in

Alt Investments
November 29, 2023

Sandalwood Has Family Office Mindset In Its DNA

There's much talk these days in wealth management about the importance of "alignment" of interests.

Alt Investments
November 28, 2023

Private Markets Ecosystem Says It Fixes Fragmented Sector

In the quest to improve access and take out some of the chores and complexities involved in private