News, Comment & Analysis results for Archive

People Moves
October 17, 2023

Pitcairn Names New Head Of Wealth Management

The multi-family office has promoted two executives.

People Moves
October 16, 2023

Georgia Team Joins Rockefeller's Family Office Arm

The addition of the team in Atlanta continues a run of similar moves around the US.

Strategy
October 16, 2023

Families Who Fail To Spend All Their Time On Power – In Conversation With Jay Hughes

In this wide-ranging interview, FWR talks to an author of a book on family dyamics and ways to

M and A
October 16, 2023

Wealth Enhancement Group Adds Los Angeles Firm

In another example of busy US wealth management M&A, the latest example of an acquired firm

Technology
October 16, 2023

Digital Digest: The Latest Tech News – Bloomberg

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

Financial Results
October 16, 2023

Earnings Rise At Wells Fargo's Wealth, Investment Division

The San Francisco-headquartered banking group reported a broadly stronger set of figures. At its

Financial Results
October 16, 2023

Personal Banking, Wealth Revenues Rise At Citigroup In Q3

The results come a month after the bank unveiled a number of changes to its structure.

People Moves
October 16, 2023

Rockefeller Philanthropy Advisors Names A New President, CEO

The international body has unveiled change at the top, introducing a new CEO who comes with a

M and A
October 13, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Avantax

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

Strategy
October 13, 2023

US Consumer Inflation Unchanged, Leaves Open Rate Hike – Reactions

After headline inflation was higher than expected in September, investment managers react to what

Comment & Analysis results for Archive