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

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

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

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 ...

Dublin, May 05, 2025 (GLOBE NEWSWIRE) -- The "Family Office & Wealth Management Course" training has been added to ResearchAndMarkets.com's offering. The family office and wealth management course ...

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management ("Rockefeller”), today announced the addition of Rathi Wealth Partners and Singh Wealth ...

A new whitepaper released by global investment institution Lighthouse Canton emphasises the critical need for affluent families to institutionalise their wealth management practices to ensure ...

Its Wealth Management service caters to accredited investors including corporates, ultra-high net worth individuals, families and family offices, founders, and entrepreneurs, to help with their ...

FAMILY offices have evolved significantly from their origins as closely held structures for wealth management. Today, they are complex organisations facing an ever-changing landscape of legal, ...

Outstanding Contribution to Wealth Management Thought Leadership (Individual) - Kathy Lintz "Having won the Family Wealth Report Best Multi-Family Office category ($2.5-$5B AUM) twice previously ...

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