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 ...

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

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

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

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

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

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

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

The multi-family office model has more to gain from scale efficiencies afforded by AI but single-family offices, working for ...

Investors overlooking Latin America in favour of south-east Asia may miss out on the region’s long-term growth potential and ...