As families confront succession and generational distance, advisers are turning to the power of narrative to reinforce their purpose, identity and cohesion ...

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

Decisions about assigning name rights often form part of a broader strategy around reputation management and the long-term ...

Julian Samways, founder of JPES Partners, a strategic communications consultancy to wealth and asset managers, looks at ...

As the market for family office technology expands, those that resist digital transformation risk undermining the very legacy they strive to protect.

While private banks talk endlessly about their digital transformation agenda, many are simply applying ‘tech lipstick’, which pastes AI tools onto creaking platforms ...

Defining strategy, culture and communications is paramount when making decisions in both the political and investment worlds ...