News, Comment & Analysis results for Archive

Wealth Strategies
April 23, 2026

Markets Take The Escalator Up, But The Elevator Down

At the 2026 Family Wealth Report Investment Forum, prominent wealth management figure Neil Nisker

Banking Crisis
April 23, 2026

UBS, Swiss Banking Industry Remain Unhappy Over Proposed Capital Rules

Although lawmakers in Berne have adjusted planned capital rules that the bank sector has welcomed,

People Moves
April 23, 2026

Who's Moving Where In Wealth Management? – Partners Capital, Associated Banc-Corp, Others

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

Technology
April 23, 2026

Digital Digest: The Latest Tech News – Savvy Wealth Launches AI Offering

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

M and A
April 23, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Modern Wealth, Brown, Carson

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Surveys
April 23, 2026

Knight Frank’s Wealth Report Reveals Acceleration In US Wealth Creation

Knight Frank, a London-headquartered global property consultancy, has released its 20th edition of

People Moves
April 22, 2026

Who's Moving Where In Wealth Management? – UBS, Cetera, Others

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

Financial Results
April 22, 2026

Northern Trust's Q1 2026 Net Income Rises 34 Per Cent

The wealth management side of the bank's results showed a broadly positive set of figures for the

Asset Management
April 22, 2026

What's New In Investments, Funds? – Citi Wealth, AssetMark, NetLaw

The latest news in investment offerings, financial products and other services relevant to wealth

Family Office
April 22, 2026

Organizing Complexity: A Household-First Approach To Multigenerational Wealth

The process of setting and managing a family office should start with each household's financial

Comment & Analysis results for Archive

Strategy
February 24, 2026

Lessons For Families And Their Advisors From A Hit TV Series

A highly acclaimed TV series about a group of British intelligence operatives who have fallen out

Strategy
February 9, 2026

ANALYSIS: Understanding Geopolitics To Gain Wealth Edge

In this feature, we examine how international affairs, or geopolitics to put it another way, is a

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

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

Trust Estate
August 25, 2025

What The Sector Has Gotten Wrong About “Great Wealth Transfer”

The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth

Legal
August 21, 2025

Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family

The emotional and financial costs of handling estate-related litigation can be severe, and not

Family Office
August 11, 2025

Getting Service Right For Family Offices – In Conversation With Northern Trust

We recently talked to the US-headquartered group about how it goes about serving family offices and

M and A
August 6, 2025

After The Honeymoon: How To Handle Post-M&A Integration Blues

Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the