News, Comment & Analysis results for Util

Investment Strategies
August 7, 2026

European Wealth Houses Still Like Equities, But Differences Emerge

Wealth managers think that equity markets have further to run thanks to strong earnings, resilient

Investment Strategies
July 22, 2026

The Physical World Is Being Rebuilt. Family Capital Is Made For It

The "physical industries" such as mining, construction, energy, manufacturing and space exploration

Philanthropy
July 21, 2026

The Giving Portfolio: Why UHNW Families Must Move Philanthropy Beyond The Checkbook

The author of this article, an expert in areas of philanthropy and impact, says that she

Surveys
July 20, 2026

Businesses Yet To Feel Cost Of Renewed Middle East Conflict – Fidelity International Survey

Fidelity International's Analyst Pulse Survey for the second quarter of 2026 shows that many

Investment Strategies
June 23, 2026

UK Political Drama Adds To Wealth Managers' Anxieties

For investors exposed to assets outside the US, one country that comes up is the UK (as FWR knows,

M and A
June 1, 2026

MAI Capital Management Expands Texas Presence

The deal marks MAI’s 21st acquisition since January 2024 and expands the firm’s presence in

Strategy
May 21, 2026

The Illusion Of Ownership In Aggregator Models: Ownership Structure Matters More Than Ever

There are many wealth management firms that are being established, using different business models

Investment Strategies
May 11, 2026

Wealth Managers Turn Negative On Dollar; Positive On Gold, US Equities

A new report by Amundi expects the US dollar’s depreciation to continue. While Schroders has

Alt Investments
May 8, 2026

What UHNW Collectors, Their Families Must Know About Valuations

Record auction prices generate headlines. The harder questions — how to value art and

Investment Strategies
May 7, 2026

UBS, Swiss Private Bank Positive On US, Emerging Market Equities, Driven By Tech

Together with UBS Global Wealth Management, Swiss private bank Bank J Safra Sarasin shares its

Comment & Analysis results for Util