News, Comment & Analysis results for Archive
Flagstar Opens New Private Client Office In NYC's Park Avenue
The office adds to a number that the private banking and wealth side of the business has unveiled.
Who's Moving Where In Wealth Management? – RBC Wealth Management, SoundRidge Private Wealth
The latest moves, appointments and personnel changes in the North American wealth management
Bank Of America Smiles As Fine Art Auction Sales Gain
A bank saying it has a third of the world's art-based lending market and which has an art advisory
Deals Of The Day: The Latest In Wealth Management M&A – Janus Henderson, Richard Bernstein Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Franklin Templeton Upbeat On Private Markets In 2026
After what has been a tough time for private equity in 2022 and 2023, California-headquartered
Who's Moving Where In Wealth Management? – ArentFox Schiff, Raymond James
The latest moves, appointments and personnel changes in North America.
Summary Of Banks', Wealth Management Q4 2025 Results In North America
A summary of the results for the largest North American banks, in particular looking at their
ANALYSIS: Family Offices in Motion – A Transatlantic View
Taking views from the US, London and other jurisdictions, we consider how and why family offices
Net Income Edges Up At Northern Trust In 2025
Among the details of its results, the banking group said that fees from its wealth business rose in
Jersey's JTC Targets Brazil Market
The office has a dedicated team of professionals covering Latin America who have a “deep
Comment & Analysis results for Archive
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives"
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors
The Beautiful Game: How Citi Wealth Works With Sports Team Owners
With multi-millionaires and billionaires spending huge amounts on sports teams in the US and
A Finger On The Pulse: Squire Patton Boggs' Family Office Practice
We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector