News, Comment & Analysis results for Archive

Wealth Strategies
February 3, 2026

Wealth Managers Remain Upbeat About Private Markets' Role In Investor Armory

We continue to ask large wealth management houses what they think about topics such as whether

Asset Management
February 3, 2026

What's New In Investments, Funds? – Harrison Street Asset Management

The latest news in investment offerings, financial products and other services relevant to wealth

People Moves
February 2, 2026

Summary Of North American Wealth Management Senior Moves – December 2025

December witnessed a number of high-profile moves and appointments, with the most significantly

Investment Strategies
February 2, 2026

Trump Nominates New Fed Chairman – The Wealth Management Verdict

Thought of as being possibly more open to further interest rate cuts, Kevin Warsh also has a

People Moves
February 2, 2026

Who's Moving Where In Wealth Management? – Goldman Sachs, Raymond James

The latest appointments, moves and personnel changes in the North American wealth management

Family Office
February 2, 2026

Global Politics, Talent Woes, Legacy Anxiety And Private Equity Top 2026 Family Office Concerns

A new survey of the world’s family offices sector examines what these organizations are most

People Moves
February 2, 2026

Senior UBS Family Office, UHNW Client Services Figure Expands Role

In December last year, the Swiss firm made changes to its operating model, including the

Financial Results
January 30, 2026

Net Income Dips At Raymond James In Q4 2025

Among the eye-catching examples of the firm's results, its total private client group assets under

New Products
January 30, 2026

What’s New In Investments, Funds? – BlackRock, Partners Group

The latest news in investment offerings, financial products and other services relevant to wealth

Strategy
January 30, 2026

Productivity Gains Lauded By Key Wealth As Growth Continues

We talked to the head of the bank's wealth business about the details of productivity, organic

Comment & Analysis results for Archive

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

Art
February 4, 2022

Web 3.0: Planning For Art NFT Collectors

NFTs are popular in applications which require unique digital items, including crypto art, digital