News, Comment & Analysis results for Investments
Who's Moving Where In Wealth Management? – SEIA, Raymond James
The latest moves, appointments and personnel changes in North American wealth management.
Nomura Agrees To Buy All Of Macquarie's US, European Asset Management Groups
Under the deal, expected to close by the end of 2025, the Japanese group will obtain three entities
Setting The Scales On AI: Rebalancing Risk, Staying Open To Opportunities
Given that "Big Techs" have often fed into, and benefited from, the excitement generated by AI, the
Blackstone Reports Drop In Q1 2025 Attributable Net Income
Revenues fell in the quarter from a year ago and expenses gained. New York-listed Blackstone said
Family Offices Must Gear Up For Bigger Investment Deal Sizes – PwC
The 57-page report from the professional services and accountancy giant delves into data from what
Citi Wealth Names Head Of Art Advisory
The world of fine art is an important topic for many HNW and ultra-HNW individuals and also a
CAIS Builds Capital Markets Division
CAIS is one of several firms, such as iCapital (US) and Moonfare (Germany) that have opened access
Advisors Worldwide Optimistic About Private Markets
Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private markets.
Summary Of Moves In North American Wealth Management - February 2025
With a big-news story at Hightower – a new CEO and the departure of its predecessor – February
Demand For Alternative Investments Increasing – Northern Trust
Northern Trust has just released its “Asset Owners in Focus: Global Asset Owner Peer Study 2025,
Comment & Analysis results for Investments
Family Offices' VC Investments - What The Numbers Actually Say
How do European single family offices approach venture capital and what is their exposure to the
The Promise, Complexity Of Alternative Investments - An Overview
This publication is taking a look at a range of "alternative" investment areas and themes. Here's
Hunting Best Seats At The Alternative Investments Table
This publication recently interviewed Mercury Capital Advisors about trends in how certain types of
Family Offices Are Hot For Start-Up Investments - Report
A recent report, drawing on data about family offices' direct stakes in start-ups, suggests these
Family Offices Hungry For Real Estate Investments
The ways in which ultra-high net worth, HNW and other investors can play the real estate sector
INTERVIEW: Envestnet On Bringing Down The Costs Of Pooled Investments For Family Offices
James Lumberg, co-founder and managing director Envestnet, outlines his firm's plans to grow its
The Importance Of Passion Investments To Your Clients - New Barclays Report
Wealthy individuals hold an average of 9.6 per cent of their total net worth in “treasure
Assessing The Reality Of Safe Havens - Standard Life Investments
Standard Life advises that assets which have increased in value in the last decade – and where
Sustainable Investments Come of Age
European HNWs are applying an equivalent of a realpolitik attitude to their sustainable development
Award Winners
WealthTalk - Awards Videos
Wize By Teamwork's Central Application Supports Growth
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WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
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WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
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