The $84 trillion generational wealth transfer already underway is reshaping the family office landscape. In Episode 8 of the AYU Family Office Podcast, Lucy Sermon speaks with Chris Wheatley, who runs a multi-family office specifically focused on the next generation of wealth holders clients in their 20s through to early 50s who are inheriting, building, or stewarding significant private wealth.

A recent report from AYU Partner Alphasense titled “Optimizing Earnings Analysis Opportunities with AI-Driven Intelligence” offers an in-depth look at how forward-thinking investment teams are staying ahead by transforming their earnings workflows with AI-powered tools built specifically for market intelligence.

In this article we introduce our latest AYU Perk Partner BrainFlowElite, and the neuroscience behind stillness and sustainable high performance. Train your brain for clarity.

The inaugural session of the AI in Investment Management Brunch series took place in Mayfair on July 10th, bringing together AYU members for a focused discussion on how artificial intelligence is transforming the future of investment management.

This event was kindly sponsored by our friends at AlphaSense.

AYU members recently gathered for an exclusive experiential evening at V Health Mayfair, offering an insight into building mental resilience through one of the most challenging workouts available in London, followed by expert advice on how to press pause and recover from the stresses and strains of work.

An exclusive evening at Chelsea Waterfront combined rare whisky tasting with investment insights, all set against the backdrop of sweeping skyline views.

This piece highlights how YH2 Capital, a leading Singapore-based family office, transformed its investment research process by adopting AlphaSense’s AI-powered platform.

The intersection of public policy and private wealth rarely gets the frank treatment it deserves. In Episode 6 of the AYU Family Office Podcast, Gus Morison speaks with John King, Director of External Relations at the Institute of Economic Affairs (IEA) the oldest free market think tank in the world about what the current political landscape means for family offices, wealth holders, and the broader investment community in the UK.

An American working for the British government, based in Atlanta, whose job is to connect US family offices with UK investment opportunities. In Episode 10 of the AYU Family Office Podcast, Harrison Lance explains exactly what the UK Department for Business and Trade (DBT) is doing in the family office space, why it matters, and how AYU fits into the picture.

George Ralph of RFA discusses how financial firms can leverage AI to streamline and strengthen their compliance processes.

Explore how generative AI is reshaping hedge fund operations, highlighting both the advantages and the challenges of implementation.

We were proud to host The Family Office Summit in the heart of New York this week - an ultra-private, boutique gathering designed exclusively for vetted family offices and select investment professionals.

This article from RFA explores how financial firms can use AI responsibly, highlighting the need for strong governance to manage risks like bias, data privacy concerns, and regulatory compliance issues.

The family office sector's opacity, the very thing that makes it attractive to genuine wealth holders also makes it a target for fraudsters and impostors. In Episode 5 of the AYU Family Office Podcast, Gus Morison speaks with Matthias Knab, Founder and CEO of Opalesque the leading specialist publisher on alternative investments and family offices about his investigation into fake family offices, his decision to go public with what he found, and why the industry's response matters more than ever.

RFA delves into how financial firms can defend against ransomware attacks using cloud-based security tools and expert IT support.

Most conversations about family offices focus on investment portfolios allocations, returns, manager selection. Episode 2 of the goes somewhere different. Gus Morison speaks with Felicia Andjel of the Mittal Family Office about the operational reality of managing a major family's non-return holdings the assets that exist outside of the investment portfolio and require an entirely different discipline to manage well.

Sean Carmichael discusses how AlphaSense empowers private market investors with expert insights, AI-driven research tools, and transcript libraries to make more informed, strategic investment decisions.

This article by Finch PR explores how public relations can help financial and investment firms increase visibility and establish industry credibility through independent media coverage

RFA explores how investment firms can navigate evolving regulatory challenges, outlining key trends, risks, and strategies to maintain compliance.

In March 2025, investment professionals from across the industry came together in the picturesque town of Courmayeur for the highly anticipated annual AYU ski trip - a perfect mix of alpine adventure and professional networking.