News, Comment & Analysis results for Archive

Strategy
June 14, 2024

Goldman Sachs' Big Wealth Lending Ambitions Revealed – Report

The bank is reportedly aiming to increase lending to UHNW clients as part of its strategy for

People Moves
June 14, 2024

Citigroup Adds To US Wealth Team

The changes take effect from September once the former Merrill figure joins the US bank, it said.

Alt Investments
June 14, 2024

US Alternative Investments House Enters South Korean Pact

The move reflects how South Korean investors, and those in the wider Asia region, are seeking to

People Moves
June 14, 2024

Who’s Moving Where In Wealth Management? – Northern Trust AM, Raymond James

The latest senior appointments, moves, personnel changes and adjustments in the North American

People Moves
June 13, 2024

Fiduciary Trust International Adds Trust Counsel In NY

The firm has added a number of people to its New York office in recent months.

M and A
June 13, 2024

Summit Trail Advisors Add $3 Billion AuM Group

The new offices in Portland, Oregon, and Denver, Colorado, will join existing locations across the

People Moves
June 13, 2024

Who's Moving Where In Wealth Management? – Raymond James, Pritzker Private Capital, Others

The latest moves, appointments and personnel changes in the North American wealth management

People Moves
June 13, 2024

US Wealth House Launches Independent Californian Firm

The model enables the firm to operate as a standalone business, tapping into Summit's

Alt Investments
June 13, 2024

Preqin Launches Private Market Navigation Offering

Navigating the reefs and shoals of private markets is more important than ever, given the billions

Alt Investments
June 12, 2024

Preqin Launches Private Markets Navigation Tool

Navigating the reefs and shoals of private markets is more important than ever, given the billions

Comment & Analysis results for Archive

Practice Strategies
June 5, 2024

Rise Of AI Puts Data Security In Spotlight For Wealth Sector

We talk to a US-headquartered firm that protects sensitive data by substituting it with a randomly

Strategy
May 28, 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater

Technology
May 14, 2024

EXCLUSIVE: Focus On AI's Role In Wealth Management

Russell Andrews, head of wealth & asset management EMEA, capital markets at Florida-headquartered

Philanthropy
May 10, 2024

Foundation Source's Growth Ambition And Promise Of "Philtech"

We talk to the US organization about "philanthropy technology" – aka philtech – how the sector

Alt Investments
May 9, 2024

Private Credit Matures But Yet To Face Big Recession

We talk to a law firm that engages in the area of private credit funds and other alternative

Offshore
April 19, 2024

HNW Americans Smile On "Golden Visas" – And What's Next

A marker for globalization and the degree of unfettered movement that people enjoy, the market for

Trust Estate
March 27, 2024

Estate Plans, Fine Art And Tax – A Heady Brew

It's been tax-filing season – a time to grapple with estate plans, wealth transfer, and

Company Profiles
March 11, 2024

Time For Canada's Wealth Sector To Emulate US Counterpart – Wellington-Altus Founder

The founder and chief executive at the Canadian wealth management firm talks about its business

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

Company Profiles
February 8, 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family