For most clients, interaction with those overseeing portfolios is a key factor when choosing a fund house, says Daniel Gamba, ...

Wealth advisers must ‘get under the skin’ of family businesses in order to preserve the future of UK entrepreneurship, says ...

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 ...

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

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

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

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 ...

Wealth managers continue to promote the US as centre of innovation, tech and land of opportunity for alternative investments.