News, Comment & Analysis results for Archive
HNW Individuals, Especially Women, Actively Involved In Art – UBS/Art Basel Study
The Art Basel and UBS Survey of Global Collecting 2025 authored by Dr Clare McAndrew, founder of
Changes At Top Of Sequoia Financial
With its HQ in Akron, Ohio, the group has made a number of C-suite changes.
Certuity Appoints Ex-UBS Senior Figure As Institutional Wealth Head
With a track record of working for large banks, as well as an active entrepreneur and advisor, the
What’s New In Investments, Funds? – Aberdeen Investments
The latest news in investment offerings, financial products and other services relevant to wealth
Goldman Sachs Sets Up Saudi Arabia Private Wealth Team
The US bank, which is ebullient about the economic prospects for the country, said it has a "highly
Family Firms To Outpace Non-Family Peers By 2030 – Deloitte
Growth momentum for family offices is in evidence even though the economic outlook is uncertain.
AI A top Investment Priority For CEOs – KPMG
Sixty-nine per cent of CEOs plan to allocate 10 to 20 per cent of their budgets to AI over the next
Dynasty Unveils Breakaway Investment Banking Offering
The offering is steered at "top-tier wirehouse and broker-dealer advisor teams" that are, for
Private Equity House Agrees To Buy Stake In Canada's Wellington-Altus
The Canadian firm, founded in 2017, has said it is seeking to change the face of the country's
Citi Private Bank Builds Mexico Capabilities
The senior banker has worked at UBS, JP Morgan and Santander.
Comment & Analysis results for Archive
What Many People Don’t Know About Power Of Trusts
The author writes that regardless of current uncertainties there remains a suite of planning
When Should An Elderly Person Stop Driving?
The author of this article examines an issue that seems both mundane but also significant – when
MFO Battle: RIAs Vs Global Giants
What can US advisory firms do in order to take market share from international players and win a
Supporting The Rising Generation Of Philanthropists – Thoughts On "Giving Tuesday"
The author of this article sets out approaches that a rising generation of philanthropists can use
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or
Philanthropy For Testing Times – How Donor-Advised Funds Are Working
Here are more thoughts from those in the philanthropy space about how markets and requests for aid
Tough Markets, Increased Pleas For Help – Challenges For Philanthropy
Philanthropists have a lot to contend with this year: a period of falling market values that hit
M&A Decline: New Trough Or Brief Bump?
There has been a notable drop in mergers and acquisitions involving registered investment advisors;
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by
Advising Investors And Collectors Of Gold
This brief commentary explains the sort of considerations that investors and advisors should