Missed opportunities in succession planning are highlighted in a bracing report from EY as AI and client expectations reshape ...

As wealth grows more complex, so do expectations around trust. Most affluent investors assume fiduciary alignment, but many ...

Millennials and Gen Zers said they were unimpressed with poor digital offerings or a lack of services and products from their ...

Old Mutual Uganda has officially launched Private Wealth, a new offering designed to help Ugandans manage, grow, and protect their assets, particularly in legacy and estate planning. The launch marks ...

Eddie Brown from Pathstone discusses his "energizing" first six months as CGO, the biggest hurdles confronting family offices today, and the "inside out game" of growth.

Single family offices (SFOs) manage vast swathes of assets, worth over $4.6 trillion globally, a With Intelligence report has ...

In April 2018, Julius Maada Bio won his second bid for the Sierra Leonean presidency, and the family moved into the luxury of the ... lifestyles and could not find evidence of the kind of wealth ...

Man Nervous About Revealing His Family's Wealth to Girlfriend After Just 3 Months of Dating "I've had past girlfriends suddenly get very interested once they found out about my family's money and ...

family offices were already acutely aware of the challenges posed by a global trade war, identifying it as the year’s greatest risk,» said Benjamin Cavalli, head of strategic clients at UBS Global ...

Middle Eastern family businesses are far more than commercial enterprises—they are pillars of society, deeply interwoven with the region’s cultural fabric and historical legacy. These companies, often ...

Atria Wealth Solutions will let go of 55 employees at its Houston office in connection to the ... firms said to be in merger talks Local wealth management leaders join new firm Local wealth ...