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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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JP Morgan

In PWD coverage since September 18, 2026 · 16+ stories
6Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Elijah Brown
Aug 21 · to Wells Fargo Advisors
Deal recordFull tracker →
Oct 1, 26Deal announcedLambda — coverage
Sep 28, 26Deal closedNewmark · ZG Capital Partners — coverage
Aug 27, 26Deal announcedBCT Development · Canyon Partners Real Estate — coverage
Aug 27, 26Deal announcedBCT Development · Canyon Partners Real Estate — coverage
Aug 23, 26Deal talkGoldman Sachs · Nscale · $3B — coverage
Jul 29, 26Deal talkPlaid
PWD coverage
book

J.P. Morgan survey finds millennial and Gen Z respondents report more emotional friction

A 2026 J.P. Morgan survey reported by Wealth Solutions Report found a majority of millennial and Gen Z respondents calling emotional factors a significant challenge in family wealth discussions, against 38% of Gen X and 29% of baby boomers.
debt · Oct 5Canyon Partners Real Estate hires Related's Chad Goodman to lead eastern, central credit origination
digital · Oct 2Lambda and Sharon AI raise $1.356bn in GPU-backed debt priced 3.17 points apart
debt · Sep 29Newmark arranges $66.5 million J.P. Morgan refinancing for ZG’s 836–838 Broadway office
products · Sep 29Italy completes €8bn green bond sale with €110bn order book
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
the_tape · Sep 28Morgan Stanley lists four thematic funds in Europe as three firms dominate active ETF inflows
The Close · Sep 25The scarce input in consolidation is now the executive bench
active · Sep 25The $2.72 trillion active ETF record is a three-firm story
Moves · Sep 25AllianceBernstein hands its wealth builder the CEO job
Family Office · Sep 23Citi's family office survey finds patient capital and an unsolved handover
The Close · Sep 23The family office pivot to public equities is a succession trade
sectors · Sep 22The $700 billion data center build-out is repricing every other construction project
direct_lending · Sep 21MSP hires a Midlands pipeline for its £350m line
advisers · Sep 18Retirement's senior hiring turns outward for AI talent
Family Office · Sep 18HSBC bundles the concierge; Citi refers it out
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