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 the role of CEO at the BNY Investments & Wealth business, overseeing $2.2tn in assets, in 2004, joining BNY from Nuveen, where he was CEO of the asset manager of TIAA, with a major focus ...

Wealth managers may soon lose large volumes of business, unless they do two seemingly contradictory things: build closer personal relations with clients and their heirs, and leverage technology to ...

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

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

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

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

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

At age 13, he left Hong Kong to attend boarding school in the UK. “It was before smartphones. I had to solve every problem on my own. That’s when I learned independence.” Mr Law’s parents, both of ...

Hedge fund legend George Robinsion, who launched the Sloane Robinson investment firm in London with Hugh Sloane in 1993, talks to PWM over a refreshing cuppa about philanthropy, technological ...

One of the promoters of the latest shake-up is Kunal Nayyar, a tech entrepreneur and one of Hollywood’s wealthiest actors, famous for his role as nerdish, socially inept astrophysics professor Raj ...

Pictet Wealth Management has seen a 33 per cent increase in philanthropic advisory demand from 2023 to 2024, reflecting a more strategic, long-term approach to giving.