News, Comment & Analysis results for Archive

Financial Results
October 17, 2024

BNY's Net Income Rises In Q3 2024

Fitting with a pattern set by most major peers, the US-headquartered group has reported a stronger

M and A
October 17, 2024

Pathstone Boosts AuM By $45 Billion In Latest Acquisition

In what is already a busy M&A market in wealth management, Pathstone made a big splash yesterday

Financial Results
October 17, 2024

Wealth Revenues, Group Net Income Rises At Morgan Stanley

Shares in the US group closed up 6.5 per cent yesterday after a stronger set of results across the

Investment Strategies
October 17, 2024

UK Wealth House Explains US Equity Underweight Stance

Justin Onuekwusi, chief investment officer at wealth manager St James’s Place, shares his latest

Investment Strategies
October 16, 2024

Should Investors Prepare For Turbulent Markets In Election Month?

This article, which explores the patterns of market performance during a number of presidential

Wealth Strategies
October 16, 2024

Newly-Honored Economics Stars Offer Vital Investment Lessons

The coveted awards to economists, some of whom have influenced governments in major ways such as on

People Moves
October 16, 2024

Who's Moving Where In Wealth Management? – UBS, Raymond James, Osaic, Others

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

Investment Strategies
October 16, 2024

Monetary Outlook Makes UK Fund House Positive On Equities

Global asset manager abrdn has just published its latest quarterly report on the macroeconomic and

Financial Results
October 15, 2024

Net Income Holds Steady At Bank Of America's Wealth Arm

Quarterly figures showed, among other details, that inflows in the assets under management of the

Financial Results
October 15, 2024

Wealth, Investment Income Unchanged At Wells Fargo

The West Coast-headquartered bank became the latest US lender to issue its quarterly figures,

Comment & Analysis results for Archive

Practice Strategies
May 3, 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the

Family Office
May 2, 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices on the database of Highworth Research – an

Investment Strategies
April 29, 2022

Investing Amid Stagflation: US Wealth Managers' Perspectives

US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy

Strategy
April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by

Family Office
April 8, 2022

Charting Family Offices' Needs

What should family offices do in-house and what should they outsource? Should certain families

Family Business Insights
April 7, 2022

Leadership, Fathers And Matriarchs: An Interview With Amy Hart Clyne

FWR recently sat down with a book author and thought leader to explore women's perspectives on

Technology
April 6, 2022

Wanted: “All Rights Reserved” For NFTs

Non-fungible tokens are all the rage, and they are a talking point in areas such as the art world.

Technology
March 29, 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps

Company Profiles
March 22, 2022

INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of

Family Office
March 22, 2022

Raising The Family Office Game At Silicon Valley Bank

We talk to two senior figures at SVB about the work being done with family offices and venture