News, Comment & Analysis results for Archive

WM Market Reports
May 21, 2025

Most Wealth Clients Content, But Many Want To Switch – EY Study

The annual EY analysis of the world’s wealth sector asked clients what was on their minds. While

Technology
May 21, 2025

Digital Digest: The Latest Tech News – Addepar

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

People Moves
May 21, 2025

Withers Builds Art Advisory Expertise With Senior Hire

The international law firm said it is adding to its art advisory and related legal capabilities.

M and A
May 21, 2025

IQ-EQ Makes "Strategic Acquisition"

The acquired business, previously owned by a private equity house, concentrates on serving clients

Asset Management
May 21, 2025

What's New In Investments, Funds? – Fisher Investments, MyVest

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

M and A
May 21, 2025

Rebranded Wealth Manager Launches On Bluespring Platform

The Bluespring Wealth Partners platform is the launchpad for a rebranded business composed of 18

People Moves
May 20, 2025

Ex-JP Morgan Private Bank Figure Joins UBS In New York

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

People Moves
May 20, 2025

Who's Moving Where In Wealth Management? – Citi Wealth, Summit, Others

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

Client Affairs
May 20, 2025

$125 Million Wealth Advisor Joins Maine’s Great Diamond Partners

The move pushes the Portland firm’s total assets toward more than $740 million.

Company Profiles
May 20, 2025

Putting A Dent In The Family Office Universe – Talking With Brian Weiner Of FORG

We talk to the founder of a family offices business – now a year old – about revenue models,

Comment & Analysis results for Archive

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

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