5+ hour, 33+ min ago  (325+ words) Jay Rogers April 9, 2026 A regular writer, financial industry veteran and business school lecturer talks about the cybersecurity threats that the wealth sector faces, and the approaches to dealing with them. According to Coalition's 2024 Cyber Threat Index, 82 per cent of denied…...

9+ hour, 55+ min ago  (426+ words) Family Wealth Report The firm's appointments affect roles in the US, Europe and Asia. Mc Carthy has been named global alternatives chief investment officer. In this role, he will lead Mercer's global alternatives platform, comprising the global and regional investment…...

6+ hour, 3+ min ago  (9+ words) March Turmoil Dents Hedge Fund Returns " HFR'Family Wealth Report...

1+ day, 4+ hour ago  (201+ words) Editorial Staff April 8, 2026 When the latest deal is concluded, Hightower Signature Wealth will have more than $29 billion in client money. Hightower Signature Wealth, a new Hightower Advisors division featuring a centralized brand, investment platform and middle-and-back office services for advisors…...

1+ day, 9+ hour ago  (229+ words) Editorial Staff April 8, 2026 The firm, which is headquartered in Switzerland, said boosting its venture capital platform in the US is a strategic priority. LGT Capital Partners has added a team of Sapphire Partners, a US-based limited partner that invests in…...

2+ day, 5+ hour ago  (575+ words) Matthew Erskine April 7, 2026 A regular author in these pages explains an important proposed piece of US legislation that advisors to HNW individuals and families need to grapple with " and soon. As ever, if you want to comment on such articles,…...

2+ day, 5+ hour ago  (212+ words) Editorial Staff April 7, 2026 The latest moves, appointments and personnel changes in North American wealth management. Aiviq Aiviq, a client data management platform, has appointed Nicholas Morse as head of revenue for the Americas. Morse will lead Aiviq's commercial strategy and…...

1+ week, 5+ hour ago  (297+ words) Allen Darby April 2, 2026 The author of this article argues that a mature approach to thinking about conflicts of interest is not to deny that they exist, but to disclose and manage them. Rather than debating fee structures at face value,…...

1+ week, 23+ hour ago  (761+ words) Charles Paikert US Correspondent New York April 1, 2026 The CEO of Al Ti Global has been replaced, while filings show that Michael Tiedemann had been looking at taking the international multi-family office private. The business was borne from the merger of…...

1+ week, 1+ day ago  (246+ words) Tom Burroughes Group Editor April 1, 2026 The transaction reinforces a trend of private equity firms buying stakes in North American wealth managers. Private equity firm Carlyle has taken a majority stake in MAI Capital Management, an RIA, in a move valuing…...