News, Comment & Analysis results for Archive

People Moves
May 28, 2025

Who's Moving Where In Wealth Management? – PNC, Confluence, Others

Moves, personnel changes and appointments in the North American wealth management sector.

People Moves
May 27, 2025

Summary Of Wealth Management Appointments In North America – March 2025

Moves, appointments, personnel changes and other adjustments during March.

Tax
May 27, 2025

Is The US Acquiring Or Losing “Golden Geese”?

This article examines developments ranging from President Trump's new "gold card" to attract HNW

Strategy
May 27, 2025

Heritage & Horizon: Proven Family Office Principles For Lasting Prosperity

This is a summary of another of the panel discussions held on April 23, in New York at the Family

M and A
May 27, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Mather, Pillar

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

People Moves
May 23, 2025

Who's Moving Where In Wealth Management? – Prosperity Capital Advisors

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

Technology
May 23, 2025

The Family Office Blueprint For Tomorrow – Interactive Session Report

Here is a summary of a family office-focused interactive session held at this publication's recent

ESG
May 23, 2025

What Desertification Means For Investors

With climate change creating a mounting urgency for innovative ways to produce food in increasingly

M and A
May 23, 2025

Hightower Makes Another M&A Move

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

Awards
May 22, 2025

Miami Family Wealth Report Awards 2026 Incorporating Latin America And The Caribbean – Entries Open

This publication is pleased announce that nomination entries are open for this important element of

Comment & Analysis results for Archive

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

Market Research
June 15, 2022

Agricultural Innovation Needed To Resolve Challenges – Wealth Managers

As food security moves up the political agenda, specialist investment managers from Franklin

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