News, Comment & Analysis results for Percent
The New Power Couple: What Happens When She Has The Fortune – Part 2
The second half of an article that explores modern married couples and what happens when the wife
Clients' Loyalty To Advisors Eroding - Avaloq
A new Avaloq wealth insights 2025 report reveals a paradox in wealth management: while trust in
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not
The Hot Trends Behind Cresset’s Big OCIO Deal
Our US correspondent takes a look at Cresset's merger with a non-discretionary consultancy, aka
Summary Of North American Wealth Management Senior Moves – June 2025
A roundup of moves, appointments and personnel changes in North America's wealth sector during
AITi Global Gets Within Shouting Distance Of $100 Billion Assets Milestone
One of the largest multi-family offices and non-bank wealth management organizations globally, AITi
Estate Planning In World Of Watch Collecting
Where do collections of objects such as wristwatches sit within estate plans? The author of this
Wealth Managers React As Fed Keeps Rates On Hold
After the US Federal Reserve kept interest rates on hold at 4.25 to 4.50 per cent on Wednesday, its
UBS Profits Climb In Q2 2025
Profits at Swiss private bank UBS rose by more than expected in the second quarter of 2025.
Supporting Scholarships As College Costs Surge
How do rising tuition costs and living expenses play into higher education giving strategies? The