News, Comment & Analysis results for Archive

Investment Strategies
December 3, 2025

Swiss Private Bank Predicts Soft Global Growth; Gold Opportunities

Swiss private bank Lombard Odier has released its "Outlook 2026" this week – an overview of the

Investment Strategies
December 2, 2025

Going Direct: The Evolution Of Family Office Private Market Investing

Here is another of the segments from this news service’s recent family office investment summit

Company Profiles
December 2, 2025

Laird Norton Wetherby Continues Leaning Into ESG

This publication recently interviewed the multi-family office about its views on ESG/sustainability

Philanthropy
December 2, 2025

Sophisticated Philanthropy Vital For Long-Term Wealth Transfer

The author of this article points out that philanthropy is undoubtedly becoming increasingly

Strategy
December 1, 2025

Forward Features Schedule For 2026

This news service's forward features calendar for 2026 sets out what the editorial team will be

Investment Strategies
December 1, 2025

DWS Optimistic About US Equities And AI In 2026

Vincenzo Vedda, global chief investment officer at German asset manager DWS shares his investment

Investment Strategies
December 1, 2025

Rethinking Risk Return: Key Takeaways From Neil Nisker Family Office Investment Summit

Here is another of the segments from this news service’s recent family office investment summit

Compliance
December 1, 2025

The New Risk Asset – Why Compliance Belongs In Every Financial Plan

Compliance is now a risk factor in its own right that financial planners and investment businesses

Compliance
November 26, 2025

SS&C Technologies Expands European Wealth Services Business

The US-headquartered company said the move builds on its success in the UK and cited data showing

Alt Investments
November 26, 2025

Private Markets To Beat Public Ones – Hamilton Lane

Hamilton Lane, a US private markets investment firm with over $986 billion in assets under

Comment & Analysis results for Archive

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

Practice Strategies
May 3, 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the

Family Office
May 2, 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices on the database of Highworth Research – an

Investment Strategies
April 29, 2022

Investing Amid Stagflation: US Wealth Managers' Perspectives

US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy

Strategy
April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by

Family Office
April 8, 2022

Charting Family Offices' Needs

What should family offices do in-house and what should they outsource? Should certain families

Family Business Insights
April 7, 2022

Leadership, Fathers And Matriarchs: An Interview With Amy Hart Clyne

FWR recently sat down with a book author and thought leader to explore women's perspectives on

Technology
April 6, 2022

Wanted: “All Rights Reserved” For NFTs

Non-fungible tokens are all the rage, and they are a talking point in areas such as the art world.