News, Comment & Analysis results for Archive

People Moves
April 24, 2024

Advisor360° Names New Chief Executive

The Massachusetts-headquartered firm will have a new CEO from the start of May. A total of more

M and A
April 24, 2024

Wealth Management M&A Volumes Seen Rising; Private Equity Dominates Deals

A regular report on how vigorous the merger and acquisitions market is for North America points to

People Moves
April 24, 2024

Cresset Lands $5 Billion Wealth Team In San Francisco

These have been busy times at the Chicago-headquartered organization.

April 23, 2024

Hedge Fund Capital Rises To $4.3 Trillion In Q1; Crypto Strategies Sizzle – Data

Hedge funds' performance can wax and wane, and their fees have come down from the 2 per cent

People Moves
April 23, 2024

Colorado's Alpha Capital Family Offices Recruits Ex-Northern Trust Figure

At Northern Trust, the newly-appointed portfolio head had run money for UHNW clients.

M and A
April 23, 2024

JTC Makes New Acquisition

JTC, a global professional services business headquartered in Jersey, has made a new acquisition in

People Moves
April 23, 2024

Who's Moving Where In Wealth Management? – Polar Capital, Rockefeller AM, Others

The latest senior moves, appointments and adjustments in wealth management roles across North

April 23, 2024

Bonds: To Be Or Not To Be? – Natixis IM

Natixis Investment Managers recently held a Thought Leadership Summit in Paris, with its affiliates

People Moves
April 22, 2024

Summary Of North America Wealth Management Moves – February 2024

A round-up of moves, appointments and changes at the North America wealth sector during February.

April 22, 2024

Solving The Family Office Data Problem

Our US correspondent reports on views on fintech held by industry figures at a summit organized by

Comment & Analysis results for Archive

August 1, 2022

Updated Forward Features For 2022-23

Here is the most recent forward features schedule, taking us to the end of 2022.

Trust Estate
July 28, 2022

Can I Leave My Truck To My Dog?

The author of this article argues that pet owners should act to have someone care for their animals

Trust Estate
July 15, 2022

What's In Your Wallet? – Estate Planning For Cryptos, Tokens

How should assets such as bitcoin and NFTs be handled when it comes to estate planning and wealth

Alt Investments
July 11, 2022

Regulators Must Craft New Rules For Growing Private Markets

Private market investing has been a constant theme in wealth management over recent years. Are

Market Research
June 15, 2022

Agricultural Innovation Needed To Resolve Challenges – Wealth Managers

As food security moves up the political agenda, specialist investment managers from Franklin

June 14, 2022

The Bahamas And Resilience Through Testing Times – Latest Report

This is a mini-series on The Bahamas Financial Services Industry.

June 2, 2022

Family Office Members Want Fast Data – Time To Step Up Pace

Shortly after launching a new app designed to give family office clients faster access to their net

Family Office
June 1, 2022

Single-Family Offices' Tech Shyness – How To Overcome It?

For all kinds of reasons, single-family offices have not rapidly embraced technology, although

Alt Investments
May 31, 2022

Making Private Markets Access A Reality

One of the stock themes of private market investing is the need for wider access. Technology-driven

Trust Estate
May 27, 2022

A Master Exit Plan Protects Family Wealth For Generations

What sort of considerations apply when a business owner chooses to hand over the reins, either by