News, Comment & Analysis results for Util

Investment Strategies
November 5, 2026

US Mid-Term Results Positive For Financial Markets

Lombard Odier and other wealth managers, discuss the impact of the midterms on financial markets

People Moves
November 4, 2026

SALT, SkyBridge Capital Founder Appointed To BNB Standard Corp Board

The former Wall Street banker and a member of the White House team in the first Trump

M and A
October 9, 2026

Four Raymond James Teams Join Ascentis Independent Advisors

Under terms of the move, the California and Colorado teams, which have operated as a single Raymond

Surveys
September 9, 2026

Pro Investors Think AI-Induced Growth Booster Is Close – Survey

New research from London-based fund manager Robocap shows that investors believe increased

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

Comment & Analysis results for Util