News, Comment & Analysis results for Archive

Legal
May 6, 2025

Credit Suisse Services To Pay $511 Million, Conclude Legacy US Cross-Border Issue

The announcement of an agreement with the US authorities yesterday was made by UBS, which bought

Investment Strategies
May 6, 2025

Investment Managers Favor US Fixed Income In Tariff Turmoil

After US President Donald Trump imposed sweeping tariffs on imports to the US, causing extreme

People Moves
May 6, 2025

Who's Moving Where In Wealth Management – Hightower, Blackstone, Others

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

People Moves
May 5, 2025

Warren Buffett Announces He's Retiring At End Of Year

The Omaha-based investment figure who has spent more than half a century in the trenches of the

Technology
May 5, 2025

Digital Digest: The Latest Tech News – MAI Capital Management, iCapital

The latest technology news in the wealth management sector from around the world.

Wealth Strategies
May 5, 2025

Equity Concentration Risk And How To Solve It: Another Look

Concentration risk in portfolios is at high levels, and the recent market selloffs have focused

People Moves
May 5, 2025

"Life Planning" Thought Leader Swaps Massachusetts For UK

George Kinder is a prominent figure in what he calls the Life Planning approach that extends the

Fund Management
May 5, 2025

What's New In Investments, Funds? – Blackstone

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

M and A
May 2, 2025

Savant, Lido Bulk Up With Acquisitions

Here are two deals by RIAs of the kind that have been a feature of wealth management M&A in the

Technology
May 2, 2025

The Importance Of Reviewing Tech Implementation

Among the take-home points of the panel was that ultimately, the process of seeking a new

Comment & Analysis results for Archive

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

Compliance
May 9, 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with

Investment Strategies
May 3, 2022

Behavioral Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behavior and how humans actually conduct themselves