News, Comment & Analysis results for Archive

Investment Strategies
February 10, 2026

Japanese Equities Jump After Snap Election – Wealth Managers' Verdict

After Japan’s Prime Minster Sanae Takaichi won a landslide victory in a snap election over the

Investment Strategies
February 10, 2026

Asia's Family Office Constructive On US, Chinese Equities In 2026, Driven By AI

Raffles Family Office released its "RFO 2026 Investment Outlook" last week; the firm is

Technology
February 10, 2026

Digital Digest: The Latest Tech News – Prudential Financial, Max

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

Strategy
February 9, 2026

ANALYSIS: Understanding Geopolitics To Gain Wealth Edge

In this feature, we examine how international affairs, or geopolitics to put it another way, is a

Alt Investments
February 9, 2026

Why AI Makes Venture Capital More Vulnerable, Not Smarter

Family offices and sovereign wealth funds are well placed in the AI investment because they have

M and A
February 9, 2026

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, LongView, Summit

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

People Moves
February 9, 2026

Who’s Moving Where In Wealth Management? – Envestnet, Osaic, Janney Montgomery Scott

The latest moves, appointments and personnel changes in wealth management in North America.

Financial Results
February 6, 2026

Dynasty Concludes Another Minority Capital Raise

The Florida-headquartered wealth management group said the capital will be used to pay for growth

Strategy
February 6, 2026

Is The $2.3 Billion College Athlete Market Worth Pursuing?

Our US correspondent delves into the world of US college sports and how it intersects with wealth

Investment Strategies
February 6, 2026

SuMi TRUST, Amundi, Invesco Positive On Japanese Equities, Ahead Of A Snap Election

With a snap election in Japan on February 8, SuMi TRUST, a large Japanese asset manager, talks with

Comment & Analysis results for Archive

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.

Technology
March 29, 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps

Company Profiles
March 22, 2022

INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of

Family Office
March 22, 2022

Raising The Family Office Game At Silicon Valley Bank

We talk to two senior figures at SVB about the work being done with family offices and venture

Family Office
March 9, 2022

Taking The Pain From Family Office's Data Chores

The chores of paying bills, keeping ledger records, reporting on investments, capital calls and

Technology
March 7, 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of

Strategy
February 28, 2022

Why Partners Should Review Their Buy-Sell Agreements – Now

It is vital for advisory firms to review those agreements before partners face a crisis or an