INVESTMENT & MARKETS
Fresenius Medical Care Appoints Shervin J. Korangy as Chief Executive
Korangy appointed CEO of Fresenius Medical Care to lead the next phase of strategic development and long-term profitable growth.
· 5 min read
News
Latest Private Capital & Private Wealth News
News and developments across private wealth, private capital, investment, technology and the institutions serving family offices.
INVESTMENT & MARKETS
First Citizens Bank Launches Innovation Banking and Fund Banking Brands
First Citizens Bank has formally launched First Citizens Innovation Banking, the division succeeding Silicon Valley Bank’s Technology & Healthcare Banking business, alongside First Citizens Fund Banking, which will serve private…
· 2 min read
PRIVATE MARKETS
Alto Agrees to Acquire Forge Trust from Schwab in Retirement Investment Deal
Alto, the technology-led platform connecting retirement capital with private markets, said it has agreed to acquire Forge Trust Co. and its parent company, Forge Services Inc. (together, "Forge Trust"), a self-directed IRA…
· 4 min read
LEGAL & TAX
Dechert Bolsters Capital Solutions Platform With Addition of Partner Isabella Vecchio
Dechert LLP announced today that Isabella (Bella) Vecchio has joined the firm's capital solutions team as a partner in its New York office, reuniting with team leader Leo Klingbaum, partner Jennifer Harris and four associates.
· 2 min read
TECHNOLOGY & SECURITY
VANDERBILT & SEEWALD GLOBAL STUDIO BRINGS VANDERBILT HISTORY TO LIFE WITH AEXA'S HOLOGRAPHIC AI AT GRAND CENTRAL TERMINAL
Vanderbilt & Seewald Global Studio, the designer growth and commerce platform co-founded by Consuelo Vanderbilt Costin and Michaela Seewald, partnered with House of Vanderbilt and AEXA, a pioneer in AI-powered holographic…
· 3 min read
FAMILY OFFICE
Arlington Expands to Dallas, Bringing Its Multi-Family Office Model to Texas
Arlington, an independent multi-family office providing multi-disciplinary services to selected ultra-high net worth families, announced it will open a Texas office at the historic Old Parkland campus in Dallas.
· 3 min read
PRIVATE MARKETS
Clear Channel Outdoor Receives CFIUS Clearance for Acquisition by Mubadala Capital
Clear Channel Outdoor Holdings, Inc. (NYSE: CCO) (the "Company") said it has received clearance from the Committee on Foreign Investment in the United States ("CFIUS") in connection with the company's pending acquisition by…
· 2 min read
FUND FOCUS
Nasdaq Fund Secondaries, LODAS Markets Complete First Interval Fund Auction with Harrison Street Private Wealth
LODAS Markets, together with Nasdaq Private Market's (NPM) Nasdaq Fund Secondaries (NFS) business, and Harrison Street Private Wealth ("Harrison Street"), a division of Harrison Street Asset Management, announced the successful…
· 5 min read
FAMILY OFFICE
Northwestern Mutual Launches Family Office Services, Enabling Firms to Comprehensively Serve Ultra High Net Worth Clients
Northwestern Mutual is announcing Family Office Services, a new integrated offering designed to serve select clients with more coordinated, multi-generational financial planning.
· 4 min read
PRIVATE MARKETS
Silver Point Leads $650 Million Financing Supporting the Acquisition of C&D Trojan by Stryten Energy
Silver Point Capital, a global leader in credit investing, announced that its Direct Lending business has led a $650 million term loan financing supporting the acquisition of C&D Technologies, Inc. and Trojan Battery Company, LLC…
· 3 min read
FAMILY OFFICE
Waterloo Capital Invests in Peachtree Financial Group and Opens Atlanta Office in Buckhead
Waterloo Capital, L.P. ("Waterloo"), an Austin-based registered investment adviser, announced an investment in and partnership with Peachtree Financial Group, an Atlanta-based wealth advisory practice led by Stuart Canzeri and…
· 5 min read
TECHNOLOGY & SECURITY
Foundational raises £8.2M for satellite laser ranging network backed by Inflection, Final Frontier
Foundational states that its satellite laser ranging is so accurate that it’s as if you could tell from London whether a car in Edinburgh has moved forward by the width of a pencil.
· 2 min read
INVESTMENT & MARKETS
Save Expands Market-Linked Cash Management for Family Offices and High-Net-Worth Investors Through Schwab Marketplace
Save®, a financial technology company that provides a market-driven cash management platform, announced that its Market Savings program is now available to independent advisors through Schwab Marketplace.1 The program is intended…
· 5 min read
TECHNOLOGY & SECURITY
S&P Global Ratings launches Vault Risk Assessment for digital asset markets
S&P Global Ratings, a division of S&P Global (NYSE: SPGI), today launched its Vault Risk Assessment (VRA), a new analytical approach that delivers independent, forward-looking insights into the risks associated with digital asset…
· 4 min read
PRIVATE MARKETS
Molten Ventures Growth Fund Reaches £175m First Close with British Business Bank Backing
Molten Ventures has secured a £175 million first close for its Growth Fund, including a £75 million cornerstone commitment from the British Business Bank, as it targets a final fund size of £350 million.
· 3 min read
PRIVATE CREDIT
MSC Income Fund Raises $150m Through Fixed-Rate Senior Notes Refinancing
MSC Income Fund has arranged a $150 million private notes financing as the investment company refinances debt approaching maturity and manages the capital structure supporting its private-credit portfolio.
· 2 min read
FAMILY OFFICE
Family Office Nickolas Asset Management Backs $100m US Advanced Manufacturing Project
Nickolas Asset Management and Kreate have announced a $100 million investment in a 542,000-square-foot advanced manufacturing facility in Tiffin, Ohio.
· 2 min read
WEALTH MANAGEMENT
Sequoia Financial Adds $2.3bn BSW Wealth Partners as US Wealth Consolidation Continues
Sequoia Financial Group has acquired BSW Wealth Partners, adding approximately $2.3 billion in client assets and expanding its presence in the Colorado wealth-management market.
· 2 min read
PRIVATE MARKETS
Kazia Therapeutics Secures $40m Upfront as Institutional Investors Back Oncology Financing
Kazia Therapeutics has closed an oversubscribed registered public offering that generated approximately $40 million in upfront gross proceeds, with institutional investors participating in a financing structure linked to future clinical milestones.
· 2 min read
FAMILY OFFICE
Dangote Family Office Prepares for 2027 Expansion as Family Turns to Long-Term Succession Planning
Aliko Dangote's family is developing its Dubai-based family office as part of a long-term effort to place stronger governance around the family's businesses, investments and philanthropic interests.
· 2 min read
INVESTMENT
Anther Capital's $3.9bn US Equity Portfolio Offers Rare View Inside a Major Family Office
A regulatory filing from Hong Kong-based Anther Capital has provided a rare public view into the listed-equity positioning of a substantial single family office.
· 2 min read
WEALTH MANAGEMENT
Fortitude Family Office Founder Matt Walker Wins InvestmentNews Southwest Advisor of the Year
Matt Walker, founder and chief executive of Fortitude Family Office, has been named Advisor of the Year for the Southwest region at the 2026 InvestmentNews Awards.
· 2 min read
PRIVATE BANKING
Texas Regional Bank Gives Trey Willerson Expanded Leadership of $4bn Wealth Division
Texas Regional Bank has appointed Trey Willerson president of TRB Trust & Wealth Management, extending his responsibilities across a business managing more than $4 billion in assets.
· 2 min read
WEALTH MANAGEMENT
F.N.B. Corporation Expands Family Wealth Offering for UHNW Clients
F.N.B. Corporation has announced a further investment in its Family Wealth offering for ultra-high-net-worth clients, creating F.N.B. Private Family Wealth and hiring Benjamin J. Ciocco and Frank J. Aloi to lead the specialised advisory team.
· 3 min read
INVESTMENT PLATFORMS
CAZ Investments Partners With SoFi to Widen Retail Access to Private Markets
CAZ Investments has announced that investors using the SoFi Invest platform can now invest in two CAZ funds, providing streamlined access to diversified private-market assets historically reserved for institutions and ultra-high-net-worth investors.
· 3 min read
RESEARCH
Billionaire Wealth Hits Record $15.1tn as $6.6tn Succession Wave Approaches
The world's billionaire population reached a record 3,795 individuals in 2025 as collective wealth rose to $15.1 trillion, according to Altrata's Billionaire Census 2026.
· 2 min read
REAL ASSETS
Cliffwater Appoints Ryan Madani to Cascade Real Assets Fund Team
Cliffwater, the private markets interval fund manager, has appointed Ryan Madani as Managing Director on its Cascade Real Assets Fund team, joining from Partners Group where he spent nearly a decade investing across private real estate.
· 3 min read
PRIVATE CREDIT
Willow Tree Credit Partners Closes $730m Continuation Vehicle Led by HarbourVest
Willow Tree Credit Partners has closed Willow Tree Fund II-CV and its parallel vehicles, a private credit continuation vehicle complex with an aggregate transaction value of approximately $730 million, led by HarbourVest Partners.
· 3 min read
PRIVATE MARKETS
Regal Healthcare Capital Partners Closes $610m Fund IV Above Target
Regal Healthcare Capital Partners has closed its fourth private equity fund with $610 million in total commitments, exceeding its original $550 million fundraising target.
· 2 min read
PEOPLE MOVES
Rothschild & Co Appoints Samantha Beach to Manchester Wealth Team
Rothschild & Co has hired Samantha Beach from Barclays Private Bank as a Director and Client Adviser in Manchester, extending a regional UK wealth management build-out that now spans five offices.
· 3 min read
WEALTH MANAGEMENT
EFG Sells Harris Allday Wealth Business to Canaccord
EFG International has agreed to sell the front-office teams and client assets of Harris Allday, with around GBP 3.1 billion in AUM, to Canaccord Wealth. Completion is expected in the fourth quarter of 2026.
· 4 min read
PRIVATE BANKING
S.P. Hinduja Banque Privée Rebrands as ARYA and Appoints New CEO
Geneva-based S.P. Hinduja Banque Privée is adopting the name ARYA Banque Privée, appointing Pascal Botteron as chief executive and admitting Nirmal Sethia as a minority shareholder.
· 4 min read
GROWTH CAPITAL
Redfaire Secures €13m BGF Investment to Accelerate International Expansion
Limerick-headquartered ERP and cloud services provider Redfaire has secured a €13 million minority investment from BGF, earmarked for international expansion, service development and further acquisitions.
· 3 min read
DEFENCE TECHNOLOGY
Oshen Raises $5m to Scale Autonomous Ocean-Sensing Technology
Oshen has raised $5 million led by Lunar Ventures to expand manufacturing of its C-Star autonomous surface robots, which are used for maritime surveillance, weather observation and ocean monitoring.
· 4 min read
DEEP TECH
HexSeed Raises £600k to Develop Diamond Cooling Technology for AI Data Centres
HexSeed Technology has raised more than £600,000 in early-stage funding led by Carbon13 to move its low-temperature diamond coating process from laboratory demonstration to working gallium nitride devices.
· 3 min read
CLIMATE TECHNOLOGY
EcoNomad Solutions Raises £400k to Scale Farm Waste-to-Energy Technology
EcoNomad Solutions has raised £400,000 to scale the BioNomad, a small-scale anaerobic digestion system that converts livestock waste into biogas and biofertiliser for farms too small for conventional plant.
· 3 min read
DEEP TECH
Singular Photonics Raises $2.15m to Expand SPAD Sensor Platform
Singular Photonics has closed an oversubscribed $2.15 million round led by ACF Investors to expand its single-photon avalanche diode sensor portfolio, adding former Arm chief technology officer Dipesh Patel to its board.
· 3 min read
ARTIFICIAL INTELLIGENCE
Medly Raises $8m to Expand AI-Powered Education Platform
Medly AI has raised an $8 million Seed round led by Felix Capital to expand its AI tutoring platform beyond the United Kingdom and to extend the research programme behind its efficacy claims.
· 4 min read
VENTURE CAPITAL
QuantumLight Closes $500m Fund for AI-Driven Venture Investment Strategy
QuantumLight, co-founded by Revolut chief executive Nik Storonsky, has closed an oversubscribed $500 million second fund, roughly double its debut vehicle, to extend its systematic approach to venture investment.
· 4 min read
DEFENCE TECHNOLOGY
SpaceAM Secures Seed Funding to Scale AI-Enabled Defence and Space Sensors
SpaceAM has closed a Seed round backed by Foresight Group and UK Government funding to develop its lightweight autonomous sensing systems for defence, security and space applications. Financial terms were not disclosed.
· 3 min read
ARTIFICIAL INTELLIGENCE
Edgify Raises $9m to Scale Edge AI Infrastructure for Physical Retail
Edgify has raised $9 million in Series A+ funding from Rank Ventures and Mangrove Capital Partners to scale its edge AI platform, which runs machine learning on in-store devices without sending data to the cloud.
· 3 min read
GROWTH CAPITAL
Owner Raises $240m Led by Goldman Sachs Alternatives at $2.3bn Valuation
Owner, which builds AI-driven technology and marketing tools for local businesses, has raised $240 million in a round led by Growth Equity at Goldman Sachs Alternatives, reaching a $2.3 billion valuation.
· 4 min read
PRIVATE MARKETS
McDermott Appoints Robert Rizzo Global Co-Head of Private Equity Group
McDermott Will & Schulte has appointed Robert Rizzo Global Co-Head of its Private Equity Group as the firm continues to expand its sponsor-side private-capital practice.
· 2 min read
PRIVATE MARKETS
Mubadala Capital to Acquire Majority Stake in Arrive Logistics
Arrive Logistics has entered a definitive agreement under which Mubadala Capital, the global alternative asset management arm of Mubadala Investment Company, will acquire a majority equity interest in the Austin, Texas-headquartered truckload brokerage.
· 4 min read
PRIVATE MARKETS
Thrust Capital Partners Acquires Canadian Aerospace Specialist Alphacasting
Thrust Capital Partners has acquired Alphacasting, a Montreal-based precision manufacturing business serving the aerospace and defence industries.
· 2 min read
ARTIFICIAL INTELLIGENCE
Chronograph Brings Private Capital Portfolio Data into Perplexity's AI Platform
Chronograph, a portfolio monitoring and analytics provider for private capital investors, has partnered with Perplexity to bring clients' validated portfolio data into Perplexity's answer engine and agent platform, Perplexity Computer.
· 3 min read
WEALTH MANAGEMENT
InCred Capital Launches InCred Black in Push for India's UHNI Families
InCred Capital has launched InCred Black, a dedicated proposition for ultra-high-net-worth individuals, entrepreneurs and business families, with Alok Agrawal, Harmeet Sahney and Zarksis Gotla joining as co-founders.
· 3 min read
WEALTH TECH
LemonEdge Raises $21m as Private-Market Technology Attracts Blackstone and BNY
LemonEdge has raised $21 million in Series A funding as investors continue to back technology designed to modernize the operational infrastructure behind private markets.
· 2 min read
WEALTH TECH
6lock Launches Same-Day LP Distribution Tool for Private Equity Firms
6lock has launched Same Day Distributions, a new workflow enabling private equity firms to create, fund and complete a limited partner distribution in a single day using a single wire.
· 3 min read
PRIVATE MARKETS
Main Street Capital Commits $39.3m to Midstream Valve Partners Recapitalization
Main Street Capital has invested $39.3 million to support the minority recapitalization of Midstream Valve Partners, a Texas-based distributor serving energy infrastructure and refining businesses.
· 2 min read
ENERGY & INFRASTRUCTURE
AAM and Wilshire Launch Infrastructure Fund with $150m Sun Life Seed Investment
Advisors Asset Management and Wilshire have launched the AAM Wilshire Infrastructure Fund, an evergreen interval fund giving individual investors access to global infrastructure assets, seeded with $150 million from Sun Life Financial.
· 4 min read
DIGITAL ASSETS
Caplight to Provide Independent Pricing for Citi's Tokenised Private Share Product
Caplight has been selected by Citi to provide independent pricing for its new Digital Depositary Receipt product, which tokenises private company shares for eligible investors, starting with shares in Kaleido, Inc.
· 3 min read
DIGITAL ASSETS
Stable Sea Adds Two WisdomTree Tokenized Funds for Business Treasury Cash
Stable Sea has expanded its relationship with WisdomTree by adding two tokenized funds, the WisdomTree Short-Duration Income Digital Fund and the WisdomTree Floating Rate Treasury Digital Fund, to its Stable Sea Terminal platform.
· 4 min read
ENERGY & INFRASTRUCTURE
SWI Group Completes Controlling Stake in US Digital Infrastructure Platform GDA
SWI Group has confirmed completion of its acquisition of a controlling stake of over 70% in Genesis Digital Assets, to be renamed SWI Digital, as digital infrastructure now accounts for more than 80% of the listed investment group's capital allocation.
· 4 min read
DEFENCE TECHNOLOGY
Defence Manufacturer Ursa Major to List via Inflection Point SPAC Deal
Ursa Major Technologies has agreed a business combination with Bleichroeder Acquisition Corp. III, to be renamed Inflection Point Mach X Bleichroeder Corp., valuing the hypersonics and rocket motor manufacturer at a post-transaction equity valuation of approximately $2.3 billion.
· 4 min read
DIGITAL ASSETS
HashKey Exchange and Franklin Templeton Bring Tokenized Fund to Asia
HashKey Exchange and Franklin Templeton have announced a collaboration to distribute the tokenized Franklin OnChain U.S. Government Liquidity Fund, grBENJI, to digital asset investors in Asia from 24 August 2026.
· 3 min read
ARTIFICIAL INTELLIGENCE
Standard Metrics Raises $20M Series B Led by 8VC
Standard Metrics, the AI-driven portfolio management platform for venture capital and private equity, has raised $20 million in Series B funding led by 8VC, with Salesforce Ventures and Spark Capital among participants.
· 4 min read
PEOPLE MOVES
Cliffwater Appoints Sam Walsh to Cascade Real Assets Fund Team
Cliffwater has appointed Sam Walsh, previously Senior Vice President, Investments, Americas Real Estate at GIC, as Managing Director on the Cascade Real Assets Fund team.
· 3 min read
REAL ESTATE
One Orchard Launches with InfraMed Healthcare Real Estate Platform
One Orchard has launched as a real assets investment firm, debuting InfraMed Properties, a healthcare infrastructure platform seeded with a 25-asset portfolio and backed by institutional investors led by Pantheon.
· 4 min read
ENERGY & INFRASTRUCTURE
Future Standard Takes Minority Stake in Infrastructure Developer KDC
Future Standard has closed a strategic minority investment in infrastructure development and execution firm KDC, with an option to acquire control, to expand access to middle-market infrastructure opportunities.
· 5 min read
DIGITAL ASSETS
Securitize and Neuberger Launch Tokenized High Income Fund HINC
Securitize and Neuberger have launched the Neuberger Securitize High Income Tokenized Fund, HINC, available across the Avalanche, Ethereum, Solana and Sui blockchain networks to eligible accredited investors.
· 4 min read
WEALTH MANAGEMENT
Invesco Unifies Global Solutions Under New Custom Strategies Platform
Invesco has launched Invesco Solutions & Custom Strategies, a unified global platform for bespoke investment solutions, appointing Clint Harris as Global Head and Darby Nielson as CIO of Multi-Asset Solutions.
· 4 min read
PRIVATE MARKETS
JonesTrading Leads $81.3m IPO for Biopharmaceutical Company Vogenx
JonesTrading Institutional Services served as sole book-running manager for the $81.3 million initial public offering of Vogenx, Inc., a clinical-stage biopharmaceutical company developing treatments for diseases linked to human metabolism.
· 3 min read
INVESTMENT
Neuberger Municipal Fund Declares $0.05417 Monthly Distribution
Neuberger Municipal Fund Inc. has declared a distribution of $0.05417 per share, payable on 15 September 2026, with a record and ex-date of 31 August 2026.
· 3 min read
INVESTMENT PLATFORMS
Federated Hermes Publishes July Data for Premier Municipal Income Fund
Federated Hermes has made available monthly fund composition and performance data for its Federated Hermes Premier Municipal Income Fund, listed on the New York Stock Exchange under the ticker FMN, as of 31 July 2026.
· 2 min read
PEOPLE MOVES
H.I.G. Capital Adds Tim Hsu and Chris Todisco to Capital Formation Team
H.I.G. Capital has added Tim Hsu and Chris Todisco as Managing Directors in its Capital Formation Group, tasked with leading institutional fundraising for the firm's global credit platform on the West and East Coasts respectively.
· 3 min read
ENERGY & INFRASTRUCTURE
CVC DIF Acquires Majority Stake in Frankfurt Data Centre Operator firstcolo
CVC DIF, the infrastructure business of CVC, has agreed to acquire a significant majority stake in firstcolo GmbH from CUBE Infrastructure, backing a Frankfurt-area data centre developer as it builds a new AI-ready facility.
· 4 min read
VENTURE CAPITAL
Oberoi Family Office Backs $15m Raise for Live Entertainment Platform Triangle
Triangle Group has raised $15 million in combined equity and venture debt, with the Oberoi Family Office joining a round led by DSG Consumer Partners, as Roger Field, formerly President of Live Nation Asia Pacific, joins as Executive Director and Operating Partner.
· 4 min read
PRIVATE CREDIT
Family Office Backs $2.5m Receivables Facility for Metal Coating Company
Republic Business Credit has partnered with a family office sponsor to provide a $2.5 million receivables financing facility for a Southwest-based precision metal coating company, structured to support working capital and growth.
· 2 min read
PEOPLE MOVES
Memphis Single-Family Office Pittco Promotes Katherine Harding
Pittco Management, the single-family office for AutoZone founder Joseph R. "Pitt" Hyde III and his wife Barbara, has promoted Katherine Harding to Associate, Investments, expanding her role across the firm's managed funds and direct investment strategies.
· 2 min read
VENTURE CAPITAL
Duquesne Family Office Backs $70m Series C for Ratio Therapeutics
Ratio Therapeutics has closed a $70 million Series C financing with continued backing from Duquesne Family Office and Bristol Myers Squibb, joined by new investors including Eli Lilly and Company.
· 3 min read
PEOPLE MOVES
Dossier Launches Executive Search Firm Focused on Family Offices
Dossier, a bespoke executive search firm and sister company to Pocketbook Agency, has launched to serve senior leadership hiring for family offices, investment firms, foundations and trusts, with Patricia Burkey joining as Director of Talent Acquisition.
· 3 min read
PRIVATE MARKETS
Family Office Mitchell Companies Leads $12m Placement in Marpai
Marpai, a healthcare technology, third-party administration and pharmacy benefit management company, has raised $12 million through a private placement of convertible preferred stock led by family office Mitchell Companies.
· 3 min read
PRIVATE MARKETS
Hamilton Lane Leads $270m Continuation Vehicle for Savant Wealth
Hamilton Lane has served as sole lead investor in a single-asset continuation vehicle for Savant Wealth Management, which secured approximately $270 million in total commitments, ten years after Cynosure Partners' initial investment in the RIA.
· 4 min read
WEALTH MANAGEMENT
Cresset Hires $600m Advisor Cory Boggs for Santa Barbara Office
Cresset is expanding its Santa Barbara office with the hire of Managing Director and Wealth Advisor Cory Boggs, who previously managed more than $600 million in client assets at Manchester Capital Management.
· 3 min read
WEALTH MANAGEMENT
F.L.Putnam Secures Minority Investment from Carlyle-Backed Bixby
F.L.Putnam Investment Management Company has received a minority investment from Bixby Wealth Solutions, an arm of Moontower Group backed by Carlyle's Global Credit business. Financial terms were not disclosed.
· 3 min read
WEALTH MANAGEMENT
Vistria Group Takes Strategic Stake in $14bn Chicago RIA Curi Capital
Curi Capital, a Chicago-based RIA with more than $14 billion in assets under advisement, has secured a strategic investment from The Vistria Group, which will become an ownership partner alongside Curi Capital's employee owners in a deal expected to close in late September 2026.
· 4 min read
WEALTH MANAGEMENT
Cresset Adds $4bn UBS Advisory Team in Boca Raton Expansion
Cresset has expanded to Boca Raton, Florida, with the addition of a 16-person advisory team from UBS Financial Services led by Michael Bober and Ed Ventrice, who previously managed approximately $4 billion in client assets.
· 3 min read
PHILANTHROPY
Give Interactive Launches Give Legacy Fund for Perpetual DAF Giving
Give Interactive has launched Give Legacy Fund, a platform that lets charitable fund sponsors offer individual families perpetual, endowment-style giving vehicles, complete with automated compliance and configurable distribution rules.
· 4 min read
Insights
Analysis & Commentary
INVESTMENT
A strategic approach to family office investing
Gary Heynes, George Carter & Jill Kaur — RSM UK8 min read
RSM UK partners set out a strategic framework for family office investing — from governance and asset allocation to manager selection and long-term stewardship of family capital.
TECHNOLOGY
How FamilySight® helps family offices simplify governance
George Carter — RSM UK7 min read
George Carter explains how FamilySight® consolidates entity, ownership and reporting data into a single governance layer purpose-built for modern family offices.
FINANCIAL PLANNING
Philanthropy within the modern family office
George Carter & Gemma Floodgate — RSM UK8 min read
Structured philanthropy is becoming a core pillar of the modern family office. George Carter and Gemma Floodgate outline governance, structure and reporting choices that turn generosity into strategy.
FINANCIAL PLANNING
The fraud toolkit: tracing, recovery and enforcement
Jolyon Connell — Farrer & Co9 min read
Jolyon Connell walks through the practical civil toolkit for tracing, freezing and recovering assets — and the enforcement steps that turn a favourable judgment into actual value.
FINANCIAL PLANNING
Why even wealthy clients face estate liquidity gaps
John Sanderson & Steve Gauke — Provira7 min read
Illiquid assets, tax deadlines and probate delays combine to create liquidity gaps in estates that look, on paper, comfortably wealthy. Provira sets out the mechanics and the ways to solve them.
TECHNOLOGY
How AI is Reshaping the Modern Family Office
Jonathan Flack & Francesca Ambrosini — PwC10 min read
PwC's Jonathan Flack and Francesca Ambrosini set out where AI is genuinely reshaping the modern family office — and where the hype is running ahead of the operating reality.
TECHNOLOGY
The next phase of Family Office growth: Technology and Data
Agreus Limited — Agreus8 min read
Agreus argues that the next chapter of family office growth is being written in technology and data — and that the talent model has to evolve alongside the tooling.
RESEARCH
The family office: helping families preserve their wealth over generations
Denise H. Kenyon-Rouvinez — IMD9 min read
Denise H. Kenyon-Rouvinez examines the family office as a structure for multi-generational wealth preservation — and the governance and purpose that make continuity possible.
RESEARCH
Why Family Offices Are Taking A More Global Approach To Talent
Paul Westall — Forbes6 min read
Paul Westall argues in Forbes that family offices are increasingly building teams across borders — with real consequences for compensation, culture and operating model.
RESEARCH
Walkers Promotes New Partner in Jersey as Part of Latest Promotions Round
Jersey Finance — Jersey Finance4 min read
Jersey Finance reports on Walkers' latest promotions round, including a new partner appointment in Jersey — a signal of continued growth in the island's private wealth ecosystem.
RESEARCH
Family Office Symposium 2026 | Key Takeaways
McDermott Will & Schulte — McDermott Will & Schulte7 min read
McDermott's synthesis of the Family Office Symposium 2026 — the governance, investment and generational themes practitioners flagged as most consequential.
INVESTMENT
HSBC Private Bank launches HSBC Access
HSBC Private Bank — HSBC Private Bank5 min read
HSBC Private Bank launches HSBC Access, a platform designed to connect UHNW individuals and family offices with founders, funds and opportunities across the innovation economy.
FINANCIAL PLANNING
HSBC Private Bank releases report on Collectibles: Having purpose and passion
HSBC Private Bank — HSBC Private Bank6 min read
HSBC Private Bank's collectibles report argues that the coming 'great stuff transfer' will reward collectors who plan with purpose and passion — and penalise those who don't.
ENERGY & INFRASTRUCTURE
Proxima Fusion Raises €411 Million to Build Europe's Commercial Fusion Champion
UK Private Wealth Magazine — Editorial Desk6 min read
Proxima Fusion has secured €411 million in new funding, becoming Europe's best-funded fusion company as it accelerates development of Alpha, its commercial stellarator fusion demonstrator. The investment highlights growing institutional confidence in fusion as a strategic technology for long-term energy security and industrial competitiveness.
TECHNOLOGY
Your AI is only as safe as your data and governance layer
Daniel Kenny — CEO, FutureVault12 min read
As agentic AI moves from experimentation into daily operating practice, the firms that win will not have the cleverest models — they will have the most defensible governance layer over the most sensitive data.
TECHNOLOGY
Data sovereignty in investment management: the foundation for AI
Tom Williams — CEO, Point10 min read
As investment managers accelerate AI adoption, data sovereignty is emerging as a critical requirement — control not just of systems or tools, but of the data and intelligence that underpins them.
RESEARCH
AI and fragmented wealth data: why consolidation comes first
UK Private Wealth Magazine Editorial Team — Research Desk15 min read
AI does not solve fragmented wealth data — it inherits it. The strategic divide is shifting towards firms whose information environment is disciplined enough to make AI dependable.
INVESTMENT PLATFORMS
Understanding Singapore's CPF Life-Cycle Investment Scheme
Kidbrooke — Decision Intelligence for Wealth & Insurance11 min read
With 4.3 million members and S$649 billion in assets, Singapore is preparing to unlock one of the largest pools of investable retirement capital in Asia. The technology challenge is greater than most providers realise.
FINANCIAL PLANNING
How the right financial planning software shapes the way advisors communicate
Moneytree Software — Financial Planning Software8 min read
Modern financial planning software helps advisors move beyond spreadsheets and static reports, enabling clearer explanations, interactive scenarios, and more transparent planning discussions.
PRIVATE MARKETS
Built to Last: A Systematic Approach to Private Markets for Family Offices
Jacob Miller — Co-Founder, Opto Investments7 min read
Most family offices arrive at private markets through relationships rather than intention. Jacob Miller of Opto Investments argues that building a program with generational staying power means moving from episodic to systematic — and explains where to start.
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