News, Comment & Analysis results for Archive

People Moves
June 4, 2025

Elevation Point Names New Board Members

Emigrant announces some comings and goings from its board. The US firm recently announced a

People Moves
June 4, 2025

Switzerland-Headquartered Partners Group Continues US Expansion

Partners Group is one of a number of private market investment firms that has become involved in

People Moves
June 3, 2025

Hightower Confirms Transition To New CEO

Chicago-headquartered Hightower, a registered investment advisor (RIA), announces new CEO to

People Moves
June 3, 2025

Evercore WM Adds Former SVB Managers In San Francisco

The firm managed $13.6 billion in client asset as at the end of March this year.

Alt Investments
June 3, 2025

Scaling Up Alternative Investment Solutions For Clients – In Conversation With GLASfunds

With RIAs and other wealth managers knowing that they need to put alternative assets on client

Tax
June 3, 2025

The Thiel Strategy For Estate Planning, UHNW Liquidity

The author of this article looks at a particular strategy for tax-free wealth accumulation and

Strategy
June 2, 2025

HSBC To Shutter US Business Banking Unit – Reports

For some time, HSBC has been focusing more of its business on regions such as Asia-Pacific and has

Emerging Markets
June 2, 2025

Africa: A New Landscape For Family Office Investing

This article sets out the main reasons why family office investors need to take Africa seriously.

People Moves
June 2, 2025

Citi Wealth Names Portfolio Advisory Head

The role is a newly created one, Citigroup said.

Financial Results
June 2, 2025

Summary Of Financial Results In North American Banking, Wealth Management – Q1 2025

A summary of the main North America banks' financial results for the first quarter of 2025, as they

Comment & Analysis results for Archive

Trust Estate
July 28, 2022

Can I Leave My Truck To My Dog?

The author of this article argues that pet owners should act to have someone care for their animals

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