News, Comment & Analysis results for Archive
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
UBS Sells $3 Billion Of AT1 Debt – Report
Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being
Who’s Moving Where In Wealth Management? – AllianceBernstein
The latest moves, appointments and personnel changes in wealth management for North America.
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
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
Who's Moving Where In Wealth Management? – Steward Partners
The latest moves, appointments and personnel changes in North American wealth management.
UK Investment House Positive On US Equities, Gold
Patrick Brenner, chief investment officer, multi asset, at UK-listed investment manager, sets out a
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
Most Interesting Questions For 2026
We gaze into the crystal ball for the main likely trends for the coming 12 months, and also take
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
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and
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
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not
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
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
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives"
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors
The Beautiful Game: How Citi Wealth Works With Sports Team Owners
With multi-millionaires and billionaires spending huge amounts on sports teams in the US and
A Finger On The Pulse: Squire Patton Boggs' Family Office Practice
We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector