10/26/2026

Introducing the millennial family office

With the great wealth transfer beginning to hit family capital, managers will be faced with new generations which have their own investment priorities, experience, and approach to doing business.

10/23/2026

AllianzGI targets Swiss single family offices

The wealth management organizations of affluent families have long-standing banking relationships, their own investment specialists, and very precise ideas about their needs.

10/23/2026

Fairstone buys Somerset-based firm

With three independent financial advisers and a mortgage and equity-release adviser, the firm manages £125mn worth of assets for clients.