The acquisition of Hargreaves Lansdown by a private equity consortium could herald a new era for wealth management in the UK, ...

Swiss supremacy in wealth management has been challenged by recent events such as the collapse of Credit Suisse. Can the ...

Private banks have been promoting private markets to their clients, but potential investors must be made aware of the ...

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly ...

Passion assets can be both treasured possessions and valuable financial tools, but it is crucial to consider the potential ...

Are end-to-end or best-of-breed approaches better suited to fulfilling wealth management firms’ technology needs? Within ...

Integrated advice is vital in today’s increasingly complex financial environment, with wealthy families increasingly asking ...

As custodians of highly sensitive financial data, wealth management firms are prime targets for cyber criminals, and ...

Most family offices are not yet implementing effective risk management strategies, but the next generation is likely to have ...

Nancy Curtin, global chief investment officer at AlTi Tiedemann Global, a wealth and asset manager that manages or advises more than $70bn in combined assets, says that the firm offers three 'building ...