News, Comment & Analysis results for WE Family Offices

April 30, 2024

Family Offices Embrace Alternatives, Fret Over Cyber Threats

The US bank has taken views from 190 family offices around the world to get a sense of their

Wealth Strategies
April 25, 2024

Cutting Through Sales Hype On Private Credit

There has been a lot of noise and data around private credit – part of a wider expansion of

WM Market Reports
July 19, 2022

How To Win Cutthroat Competition For Talent

This detailed article looks at the data, and talks to a mass of senior wealth industry figures –

M and A
October 1, 2021

Multi-Family Offices In M&A Action: Limits and Possibilities

How likely are more multi-family office merger tie-ups and do marriages of such entities make sense

May 6, 2021

EXCLUSIVE: Winners Of Family Wealth Report 2021 Awards

Here is a list of the firms and people honored in the 2021 Family Wealth Report awards program.

People Moves
April 9, 2021

Addepar Opens First Non-US Office, Names President

Addepar added nearly 150 new clients in the last year - spanning across family offices, RIAs and

Company Profiles
April 5, 2021

Daunting UHNW Challenge: Can Pathstone Reach $50 Billion?

This news service has a detailed analysis of US multifamily office Pathstone, a firm that intends

Investment Strategies
April 2, 2021

Blank Check Companies - Watch Closely, But Don't Get Burned, Say Family Offices

We talk to two family offices in the US about what they think about the phenomenon of SPACs -

Family Office
April 1, 2021

Hedge Funds That Morph Into Family Offices - The Archegos Fallout

The dramas put banks' risk management systems under scrutiny and also raise questions about whether

March 9, 2021

What Affluent Women Want From Wealth Managers

Wealth management firms must also remember that there shouldn’t be a “one-size-fits-all”

Comment & Analysis results for WE Family Offices

Family Office
April 11, 2013

WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management

WE Family Offices is trying to change the landscape of high-end wealth management with its offering