Andrew Ross SorkinFidelity reported a sharp increase in retail options trading among high-net-worth clients in its Q2 2026 update, marking a notable turn in how affluent investor
Andrew Ross SorkinHigh-net-worth investors are piling into structured products as volatile equity markets push affluent clients toward investments that promise more defined payof
Andrew Ross SorkinFamily offices are increasing allocations to artificial intelligence and semiconductor-linked investments as a renewed technology rally pushes private wealth in
Andrew Ross SorkinPrivate banks are moving to reposition client portfolios after a sharp oil-price spike reshaped the inflation outlook and forced advisers to revisit assumptions
Andrew Ross SorkinMorgan Stanley’s latest wealth-management signal points to a renewed appetite for equities among affluent investors, as high-net-worth clients used a volatility
Andrew Ross SorkinBlackRock is pressing deeper into one of the most important battlegrounds in asset and wealth management: the effort to make private markets more broadly availa
Andrew Ross SorkinGlobal wealth managers are accelerating their shift into private markets as client demand for alternatives grows more persistent, more global and more operation
Andrew Ross SorkinPrivate banks are stepping up their push into private credit as wealthy clients continue searching for dependable income beyond the public bond market, turning
Andrew Ross SorkinDonor-advised funds are rapidly growing in American philanthropy but face scrutiny due to a lawsuit filed by Philip Peterson against WaterStone, managing his family’s $21 million fund. Peterson alleges limited control and communication issues regarding grant distributions. The case raises broader questions about donor control and transparency in these philanthropic vehicles.
Andrew Ross SorkinIn the fourth quarter of 2025, America’s private investment offices made significant equity moves, including substantial investments in Rocket Companies and a stake increase in Manchester United by Omega Advisors. Other notable shifts included diversification into technology and clean energy, along with cautious cryptocurrency investments amidst volatility. Strategies varied, reflecting evolving market dynamics.
