The writer is head of investor relations at Dundee Partners

Weeks ago, deep in conversation with a friend, we were shocked to discover some recent overlap in our professional lives.

I am head of business development and investor relations at a family office that owns and operates a large music IP catalogue, while my friend works at a leading financial i...

The writer is CTO and co-founder of WealthArc

Artificial intelligence is fast becoming wealth management’s preferred language of modernisation, yet much of the industry is sidestepping the deeper structural weakness that will determine its real impact. For private banks, wealth managers and family offices, the main constraint on AI is not a shortage of use cas...

The writer is global chief investment officer at HSBC Private Bank and Premier Wealth

We are waking up to fresh headlines every day. It’s no surprise to learn of a new trade policy, a supply-chain disruption or an interruption in a strategic corridor amplified by social media before breakfast. All these headlines create a strong urge to act — shift allocations...

Over coffee, he tells PWM’s Yuri Bender how his advisers manage current concerns about inflation and oil prices, and describes his ultimate aspiration to become the “Central Intelligence Agency” for wealth management, collating data from all client allocations and transactions to create tailored investment strategies.

PWM Tea Break needs your input

Ea...

The writer is head of Asia at Utmost

Asia’s wealthy families are more global, mobile and internationally connected than ever before.

Residency is increasingly fluid, with families dispersed across the region and more widely across the world. Assets themselves are spread across public markets, private investments, property and operating businesses locate...