Surveys
15 May 2025

Asian Family Businesses Unprepared For Succession – HSBC

HSBC Global Private Banking has released a new report entitled “Family-owned businesses in Asia:...

Family Business Insights
11 March 2025

Family Businesses Must Plan For NextGen

This article, which covers different aspects of family business transfer and succession, comes from...

Strategy
27 November 2024

Swiss Wealth Manager Rebrands As LeoVest Partners AG

The rebranded business, which operates in areas such as wealth planning, succession planning and...

M and A
20 November 2024

Deals Of The Day: The Latest In Wealth Management M&A – JTC, FFP, Succession Wealth, True Wealth

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

People Moves
5 September 2024

Succession Wealth Names New Wealth Director

UK wealth management and financial planning group Succession Wealth creates new role. ...

People Moves
3 September 2024

Lombard Odier Names New French, Belgium, Luxembourg Head

The new senior hire – part of limited partner Gérard Felley’s succession plan – will be in...

Trust Estate
14 August 2024

Succession: The Emerging Drama Around The Murdoch Family Trust

An article with international angles, it examines conflicts around the family trust of the media...

Trust Estate
17 June 2024

Advisors Must Practise What They Preach To Clients On Succession

We talk to the CEO of Crestbridge Family Office Services about succession planning within the...

WM Market Reports
8 May 2024

Talent Battle Vexes Family Offices, Many Lack NextGen Succession Plans

A study of family offices – almost of all of which are North American – sheds light on their...

Strategy
1 March 2024

Dynasty Behind UOB Ponders Future Governance – Report

The family that is behind Singapore's UOB, a lender that provides private banking among its suite...