News, Comment & Analysis results for Archive
From The Editor’s Chair: Geopolitics, M&A, Private Market Woes And Wealth In Motion
The editor casts his eye back at the tumultuous first quarter of this year and gives a glimpse of
US Inflation Climbs To Highest Level In Nearly Two Years – Wealth Managers React
After US inflation jumped last month to its highest level in nearly two years, due to surging oil
US Wealth Manager Launches Family Office Offering
The new offering will be led by a former private wealth advisor from Goldman Sachs.
Middle East Conflict: Wealth Managers Favor Gold, Diversification
After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers
Reclaiming Stewardship Through Direct Investing
Direct investing – bypassing the collective funds route – is an established approach but
Acquisition-Hungry Corient Snaps Up Another Business
Since it was formed by CI Financial in Canada, the Miami-headquartered business has been on a
Liechtenstein Court Decision Is Wake-Up Call For Baby Boomers, Wealth Managers
A recent court case concerning a small European financial center raises questions on how robust
“Accelerating” AI, Private Credit, Secondaries And Direct Investments – FWR Forum
Our US correspondent attended the FWR Family Office Forum in Manhattan to hear views from industry
Deals Of The Day: The Latest In Wealth Management M&A – Emigrant Partners, WealthReach
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Protecting Family Offices From Emerging Cyber Threats
A regular writer, financial industry veteran and business school lecturer talks about the
Comment & Analysis results for Archive
In Conversation With Authors Of "Wealth 3.0: The Future Of Family Wealth Advising"
There is a new way of thinking about wealth, its responsibilities and challenges that advisors must
"Social Fitness" Of Wealthy Families – Why It Matters
A measure of how well people assess, build and make the most of relationships with others, such as
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire
Goldman’s RIA Sale: Can Mallouk Succeed Where Solomon Failed?
Goldman Sachs said yesterday that it is selling its Goldman Sachs Financial Planning business to
Taking A "Floating" Approach As Rates Rise
This news service talks to New Mountain Capital about the benefits of holding floating-rate credit
EXCLUSIVE: Focus On Private Equity, Evergreen Portfolios – Hamilton Lane
Brian Gildea, managing director and head of evergreen portfolios at private equity firm
How "Evergreen" Approach Wins Friends For Private Markets
There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that
Welcome To The Multi-Stage Life
What are the investment and wealth management implications of a longer lifespan and what has been
Unlocking US Wealth Sector Revenue Potential Amid Tight Margins
This story, accompanied by a video interview of WISE, explores the all-important world of fees and
Getting Deep Into Real Estate Credit At Palisades Group
One of the presumed takeaways from the 2008 financial crash was the need for lenders, if they are