News, Comment & Analysis results for Archive

Wealth Strategies
August 1, 2025

EDITOR'S SUMMER PICKS: Alternatives Face Mounting Scrutiny, Skepticism

The editor is re-releasing articles that have had a particular impact this year.

Client Affairs
July 31, 2025

Wealth Managers React As Fed Keeps Rates On Hold

After the US Federal Reserve kept interest rates on hold at 4.25 to 4.50 per cent on Wednesday, its

People Moves
July 31, 2025

Who’s Moving Where In Wealth Management? – AssetMark

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

M and A
July 31, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Lido Advisors, Olympus

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

People Moves
July 31, 2025

Savvy Advisors Adds Minneapolis Team, Adds Advisors Across US

The firm, which recently closed a $72 million funding round and passed an AuM milestone, has added

Financial Results
July 30, 2025

UBS Profits Climb In Q2 2025

Profits at Swiss private bank UBS rose by more than expected in the second quarter of 2025.

People Moves
July 30, 2025

Who's Moving Where In Wealth Management? – SEI, AssetMark, Others

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

M and A
July 30, 2025

Canada's CI Financial Gives Closing Date For Go-Private Move

The move by the Toronto-listed bank into private hands (in this case, of funds run by a Middle East

People Moves
July 30, 2025

US-Based Cresset Reshuffles C-Suite

The firm has unveiled a series of changes in leadership roles.

Strategy
July 30, 2025

FROM THE EDITOR'S CHAIR: Robust Banks, AI, Private Market Hype, And More

The editor takes a look back to the start of the year and subsequent events to examine what sort of

Comment & Analysis results for Archive

Surveys
September 15, 2022

Millennials' Financial Habits Revealed – And Why They Need Advice

A study by Ameriprise Financial found that Millennials are more likely to transfer money to charity

Strategy
August 29, 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to

ESG
August 16, 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy toward areas such as wind, solar,

Philanthropy
August 16, 2022

Impact Investing Guidance For Private Foundation Clients – Part 2

This article looks at the so-called field of "mission-related investing" and examines the approach

Philanthropy
August 15, 2022

Impact Investing Guidance For Private Foundation Clients – Part 1

In the first half of this feature, the author looks at how foundations handle the discipline of

Wealth Strategies
August 1, 2022

Partners Capital Brings "Endowment Mindset" To Investments

The firm, founded in 2001, is one of a number of outsourced CIOs overseeing money for institutions

Uncategorised
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