A quiet but profound shift is underway among wealthy Americans. It is not just about money — it is about mindset.

Portfolio Manager, Colombia Threadneedle Investments.

In the US, the idea that families thrive when they invest in themselves is more deeply rooted. Matter Family Office, a ...

A fully integrated AI-driven wealth management platform, says Mr Gomez, starts with cloud-native infrastructure, robust cyber ...

At Merrill Center for Family Wealth, a dedicated think-tank within Bank of America Merrill Lynch, financial literacy is being ...

Before the Covid lockdown, family offices were barely mentioned at the summit, convened in the shadow of Monte Carlo’s famous ...

Owners of family businesses are starting to realise they need to empower their children to take over, but need help from private banks to meet the succession challenge. While most family business ...

Holding court in the speakers’ quarter — Godfather-like, never having to move from his chair — was Martin Gilbert. Co-founder of Aberdeen Asset Management in 1983, long before it became Europe’s ...

Erik Vrij, head of legal at First Abu Dhabi Bank, talks to PWM about how the financial fiction he writes in his spare time reflects the incredible world of tycoons, dysfunctional families and intense ...

He took over as global head of the BNY Investments & Wealth business, overseeing $2.2tn in assets, in 2024, joining BNY from Nuveen, where he was CEO of the asset manager of TIAA, with a major focus ...

India offers a rare mix of strong growth and defensive characteristics, an increasingly rare combination in today’s world.

In an era of global uncertainty, it is vital for forward-thinking Asian wealth managers to offer alternative investments and AI-led portfolio allocation strategies ...