News, Comment & Analysis results for PricewaterhouseCoopers

Family Office
May 13, 2024

UHNW Institute Unveils Ambitious Initiative To Set Industry Standards

The Institute – with which this news service is an exclusive media partner – is developing a

February 16, 2024

OPINION OF THE WEEK: The New World Of Liquidity Events As IPOs Fade, Private Markets Grow

The editor examines the shifting structures of how companies are held and how the move toward

People Moves
February 7, 2024

Savant Wealth Management Names New CFO

The finance chief has worked in the financial services sector for more than three decades. His new

Alt Investments
November 29, 2023

Sandalwood Has Family Office Mindset In Its DNA

There's much talk these days in wealth management about the importance of "alignment" of interests.

Practice Strategies
August 25, 2023

Custodian Or Creator? The Many Nuances Of The “Rising Gen” Of Wealth

A barely conceivable $53 trillion of wealth is held by Baby Boomers, who are passing on and whose

July 28, 2023

Investment Industry Feels No Love For Central Bank Digital Currencies

There’s been a steady rise in commentary about CBDCs in recent years. They worry privacy

M and A
June 23, 2023

Carson Group Makes Largest Partnership Deal To Date

Northwest Capital Management oversees more than $5 billion of client money. The terms of the deal

Alt Investments
November 4, 2022

The "Direct Co-Investment" Route To Superior Private Market Returns – Morgan Stanley Study

There has been a large shift over the past two decades from listed public companies to privately

October 13, 2022

Switzerland's Leonteq Refutes Claims Over Transactions; Shares Fall

The Swiss firm said it "strongly refutes" allegations about its two products and its reporting of

WM Market Reports
September 8, 2022

What’s Next For The RIA Workplace

A new report from DeVoe & Co examines how issues such as remote work, compensation incentives and

Comment & Analysis results for PricewaterhouseCoopers