News, Comment & Analysis results for Archive
New Family Offices Show Pivot To Direct Investing – Data
Figures from a private wealth platform say there is a clear preference by family offices for
Who’s Moving Where In Wealth Management? – Glenmede, Nevada Trust Company, DUC
The latest senior wealth management industry moves, appointments and personnel changes in North
Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Waypoint Wealth Counsel
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
US Single-Family Home Investment Curbs Create New FO Compliance Task – Law Firm
Legislation that limits the ability of large institutional investment firms to buy single-family
Remembering Stephen “Steve” Prostano
This news service remembers the career and significance of an important and much-respected figure
Stocks, Luxury Goods To Benefit, Traditional Collectibles Will Suffer In Great Wealth Transfer – Study
There is considerable commentary on a multi-trillion dollar wealth transfer and what impact it will
Digital Digest: The Latest Tech News – Confluence Technologies
The latest technology news in the wealth management sector from around the world.
Citi Wealth Names New Global Head Of Wealth Planning
The firm said that the new global head of wealth planning's background will be a tremendous asset
Ultra-Wealthy Investors Shelter In Cash Amidst Volatility – Citi Private Bank
While not all indicators suggest that people are taking refuge in cash, or holding it in unusually
Flagstar Puts All Pieces Of Private Bank Jigsaw Together
The organization has set out the steps it has taken to get its private bank and wealth management
Comment & Analysis results for Archive
Impact Investing Guidance For Private Foundation Clients – Part 1
In the first half of this feature, the author looks at how foundations handle the discipline of
Partners Capital Brings "Endowment Mindset" To Investments
The firm, founded in 2001, is one of a number of outsourced CIOs overseeing money for institutions
Updated Forward Features For 2022-23
Here is the most recent forward features schedule, taking us to the end of 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
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
Regulators Must Craft New Rules For Growing Private Markets
Private market investing has been a constant theme in wealth management over recent years. Are
Agricultural Innovation Needed To Resolve Challenges – Wealth Managers
As food security moves up the political agenda, specialist investment managers from Franklin
The Bahamas And Resilience Through Testing Times – Latest Report
This is a mini-series on The Bahamas Financial Services Industry.
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
Single-Family Offices' Tech Shyness – How To Overcome It?
For all kinds of reasons, single-family offices have not rapidly embraced technology, although