News, Comment & Analysis results for Archive

People Moves
January 7, 2025

Los Angeles-Based Trust, Estate Team Joins Withers

The law firm, which has offices in 17 jurisdictions across the world, has added to its presence in

People Moves
January 7, 2025

Key Family Wealth Names New Head

The group, which is part of Ohio-headquartered Key Corp, has a new head of its family wealth

People Moves
January 6, 2025

Summary Of North American Wealth Management Executive Moves – November 2024

With appointments at firms such as RBC Wealth Management and Key Family Wealth, November turned out

Family Office
January 6, 2025

Redefining Future Of The Single-Family Office

The shape of the family office is changing, with technology and generational movement being among

Investment Strategies
January 6, 2025

UBS GWM Positive On AI In 2025

Mark Haefele, chief investment officer at UBS Global Wealth Management, discusses the outlook for

Surveys
January 6, 2025

Largest Investor Risks In 2025: Trade Wars, Inflation, Equity Concentration – Survey

Asset Risk Consultants has just released its global sentiment survey of 98 wealth management chief

M and A
January 3, 2025

Deals Of The Day: The Latest In Wealth Management M&A – The Humphreys Group, Treehouse

The latest mergers and acquisitions in the North American wealth management industry.

Philanthropy
January 3, 2025

Why DAFs Have Gotten So Popular

Donor-advised funds are important channels for philanthropy in the US. The author of this article

People Moves
January 3, 2025

Who's Moving Where In Wealth Management? – Raymond James

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

Statistics
January 2, 2025

Waltons Remain Top Of Global Richest Families List

As a new year gets going, data compiled from late 2024 is a reminder of who the richest family

Comment & Analysis results for Archive

WM Market Reports
October 26, 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family

Compliance
October 26, 2022

The Pandora Papers One Year On – Lessons, The Way Ahead

The author of this article argues that however much anger is justified at those who stash illicit

Philanthropy
October 20, 2022

Movement Building And The Rising Generation Of Wealth

The author of this commentary argues that movements will continue to have a strong audience with

Wealth Strategies
October 18, 2022

The Two Per Cent Solution: Preserving Wealth In Any Economic Situation

The author of this article, TIGER 21 founder and chairman Michael Sonnenfeldt, says that for people

WM Market Reports
October 4, 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the

Asset Management
October 4, 2022

How Wealth Managers Approach Thematic Investing

This article examines the topic of thematic investing, an approach portfolio managers use for

Client Affairs
September 22, 2022

When Financial Storms Build, Consider Excess Deposit Bonds

Many wealthy people want to park their wealth in financial institutions to ride out market storms,

Family Office
September 21, 2022

The Essential Tool That Family Offices Ignore

It’s no secret that private banking, which includes credit and lending services, is an essential

Company Profiles
September 19, 2022

Keeping Investment Under The Roof At Manhattan West

We catch up with a US wealth management firm that chooses to keep its investment management

Alt Investments
September 19, 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient