Robertson Stephens, ALTIUS Financial Robertson Stephens Wealth Management has added ALTIUS Financial, a Denver-based financial planning and investment management practice, giving the firm its fourth ...

Vistra, a provider of business services, has released a new survey showing operational constraints rank alongside geopolitics as a top barrier to successful exits. Manual processes consume a third of ...

Lombard Odier and other wealth managers, discuss the impact of the midterms on financial markets and asset allocation. The Democrats' victory in the Congressional elections, taking control of the ...

The shift follows weaker returns. The bank’s 2026 US Art Market Report found that average annualized resale returns at auction have fallen steadily over the past four years.

At a conference in Zurich last week, this news service interviewed Stacey Feiner, US Ambassador to Luxembourg, and heard her thoughts about transatlantic opportunities, varying approaches to risk and ...

Family offices have experienced a drive to push AI tools, but they fear that joining an AI “gold rush” is risky without fully testing what this technology can do, a senior figure at international ...

Democrats have won control of the House and Senate in the mid-term elections, seizing states such as Texas and South Carolina, and raising the prospect of a shift away from the “MAGA” policy mix ...

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

As of the time of going to press, the Democrats had won 53 seats in the Senate, and the Republicans 42, with final results remaining to come in. In the House, the figures are 221 seats and 129, ...

Macquarie Asset Management Macquarie Asset Management has appointed Marcella Sivilotti (pictured below) as global wealth chief operating officer, adding to the senior team of a business that is ...

Families setting up a family office should first decide what the office must achieve, and only then choose which services to run in-house or hand to outside providers, says Brown Brothers Harriman’s ...

Anthony Scaramucci, the US businessman who has founded businesses such as SkyBridge Capital and the SALT conference, thought leadership and venture studio, has been appointed director of BNB ...