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

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

Offshore
June 14, 2022

The Bahamas And Resilience Through Testing Times – Latest Report

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

Technology
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

Investment Strategies
May 26, 2022

ESG Investment And Arms – How Ukraine Changes The Conversation

ESG investors might once have assumed that weapons were off-limits, and divested from stocks of

Strategy
May 20, 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums

Family Office
May 12, 2022

Single-Family Offices Fret Over Transparency, Data Demands – EY

The pace of regulatory change continues to change and with it demands – not always wise – for