News, Comment & Analysis results for Archive

Client Affairs
February 17, 2026

US-Headquartered Matthews Transitions Controlling Equity Ownership

California-headquartered Matthews International Capital Management announces transition in

People Moves
February 17, 2026

A New Chief Executive Takes The Helm At Arta Finance

Founded by ex-Google executives, Arta is an AI, wealth, and financial technology company. 

Asset Management
February 13, 2026

What's New In Investments, Funds? – Seligman Investments

The latest news in investment offerings, financial products and other services relevant to wealth

WM Market Reports
February 13, 2026

Report Lifts Hood On Effective Family Enterprise Governance

A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that

M and A
February 13, 2026

2025 Was Another M&A Record For Wealth Sector – ECHELON Partners

With deal-flow continuing to break records, M&A data also shows that activity is not confined to

People Moves
February 13, 2026

Who's Moving Where In Wealth Management? – Mercer Global Advisors, Private Advisor Group, Key

The latest senior moves in the North American wealth management sector.

M and A
February 12, 2026

Nuveen Buys UK-Listed Wealth Manager In Transatlantic Deal

In another example of a large North American financial institution buying European firms, Nuveen

Strategy
February 12, 2026

European Private Bank Expands Sports Finance; Eyes US Leagues

For the wealth management industry in general, the business of sports teams, as well as the

Alt Investments
February 12, 2026

Challenges Remain For Private Equity, But Sector Springs Back To Life

Private equity has bounced back and as a sector is maturing. There are challenges over the amount

New Products
February 12, 2026

RBC Wealth Management Expands UHNW Premier Platform Offerings

Services on the Echelon platform range from bespoke travel concierge to private healthcare.

Comment & Analysis results for Archive

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

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