News, Comment & Analysis results for Archive

People Moves
May 24, 2024

Raymond James Unveils New Leadership Line-Up

The announcements come after the New York-listed firm – headquartered in Florida – said in

Compliance
May 24, 2024

Fundraising In The Middle East: Enforcement Spotlight – Kuwait

Raising money for investments in Kuwait comes with complexities and certain risks, as in all

New Products
May 24, 2024

What’s New In Investments, Funds? – Chikara Investments

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

Alt Investments
May 24, 2024

KKR, Capital Group Widen Alternative Investment Doors In New Pact

For years, private market investing, or alternatives, has been typically shut to individuals unable

Financial Results
May 24, 2024

Canadian Wealth Manager Hails C$30 Billion AuA Milestone

The firm has told this news service that it aims to disrupt and revolutionize the Canadian wealth

M and A
May 23, 2024

Callan Family Office Launches Business Transition, Transaction Offering

The fact that such an offering is being rolled out speaks to the amount of corporate activity, some

M and A
May 23, 2024

How Not To Blow It: After A Deal Closes

When a merger and acquisition deal is concluded, this is just the start of a series of challenges

Company Profiles
May 23, 2024

US Wealth Platform Eyes Further Strong Growth After MFO Deal

Hard on the heels of chalking up a deal with a US multi-family office, d1g1t speaks to this news

Surveys
May 23, 2024

Family Offices Hiked Fixed Income Holdings In 2023, Smile On North America – UBS Report

UBS has just published its Global Family Office Report 2024, with insights from 320 single family

Wealth Strategies
May 22, 2024

SALT Conference Spotlight On China, AI, Latin America

The state of the Chinese economy, and the rise of Latin America as a manufacturer and the impact of

Comment & Analysis results for Archive

Philanthropy
November 2, 2021

Planning For Philanthropy In Divorce 

The authors of this article explain how proper planning can help mitigate the negative impact

Compliance
November 1, 2021

Wealth Industry Must Be Bolder, Better At Advocating Privacy Rights

After another big leak of data, the wealth management industry must become less reactive and more

Client Affairs
October 29, 2021

Advising Clients On New Asset Classes, Advanced Planning, And Philanthropy

With so many financial market changes, planning challenges and complexity around investment,

Alt Investments
October 28, 2021

Shift To Perpetual Capital Widens Access - Blackstone

The investment house, specializing for years in fields such as alternative assets, including

Offshore
October 27, 2021

Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands

As part of a set of articles looking at how offshore centers have tried to cope with the pandemic

Investment Strategies
October 21, 2021

How The Pandemic, Inflation And China Will Affect Financial Markets

Putting investment returns on the table at a time when inflationary pressures - and higher interest

Technology
October 20, 2021

Undisclosed Digital Assets? - Decision Time Is Now

Those individuals buying and holding cryptocurrencies - aka digital assets - may have mistakenly

Family Office
October 19, 2021

Single-Family Offices - What Do They Own?

The author of this piece, who has access to a comprehensive database of what SFOs invest in, points

Alt Investments
October 14, 2021

CAIS Taps Demand For Wider Alternative Investment Access

Everyone seems to be talking about private market investing - "alternative investment" - these

Family Office
October 13, 2021

Book Review: The Family Office, By William Woodson and Edward Marshall

A new book exploring the details and challenges faced in creating and managing a family office was