Thought Leadership Resources

We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.

The GIIN: Impact Dispatch

Great insights on sustainability from my old friend Amit Bouri. We concur that goals of sustainable…

FundFire Alts: Two Sigma Hires Bridgewater Exec to Head Human Resources Team

The evolution of the business management of hedge funds and private equity firms is steady and…

FundFire: AI Won’t Take Your Job. Somebody Using It Better Might.

The rapid evolution of large language models for a wide range of applications in the investment…

Bloomberg: Ecomonics + Equality — The New Americans

VOTE! We encourage everyone to participate in our fantastic democracy by making their voice heard.…

Wilbanks Partners Attends IDC’s 2024 Annual Fund Directors Conference

Incoming Independent Directors Council Chair Bill Ebsworth, IDC President Thomas Kim, and the…

Wilbanks Partners 4Q24 Business Update: Compensation Expectations Flat Despite Record Markets and Growth in AUM

We are expecting moderating incentive compensation across the board, and an aggressive hunt for new…

George Wilbanks Attends the Money Management Institute 2024 Annual Conference

Great to be where the action is today with the team at the Money Management Institute’s Annual…

Institutional Investor: J.P. Morgan Asset Management Is a Quiet Giant in Alts. A Reorganization Aims to Change That.

Gatch and the team at JP Morgan remain innovators, great work! Great reporting by Julie Segal and…

FundFire: AB to NY Staffers — Want to Hot-Desk? Come in Four Days a Week

Another great example of how hybrid work programs are not a one-size-fits-all solution. We continue…

Wilbanks Partners at IPA Vision 2024

The IPA Vision 2024 Conference in Florida was a great time to catch up with lots of clients and…

Khosla Ventures: AI: Dystopia or Utopia?

My early personal use of LLMs and generative AI have proven frustrating for the actual benefits to…

Citigroup Private Bank: Global Family Office 2024 Survey Insights

This Citigroup study reflects the progression of work we are seeing from our family office clients.…