News, Comment & Analysis results for Archive

Alt Investments
April 29, 2026

The Upcoming Uranium Supply Crunch

Over the past two years, the positive narrative around uranium has been driven almost entirely by

People Moves
April 29, 2026

Who's Moving Where In Wealth Management? – KKR, RFG Advisory, Raymond James

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

Strategy
April 29, 2026

The New Geography Of Wealth

Citizenship and residency by investment, once viewed as an opportunistic strategy, has evolved into

M and A
April 28, 2026

Acquisition-Minded Mercer Global Advisors Names Chief Corporate Development Officer

The appointment of the former McKinsey partner to the firm comes after what has been a busy period

People Moves
April 28, 2026

Northern Trust Wealth Management GFO Names New CIO

The new new chief investment officer, who is replacing Trish Halper, has a disciplined approach to

Wealth Strategies
April 28, 2026

Wealth Transfer, Evolving Venture Funds And AI

A summary of a conversation – a "fireside chat" – held at this publication's family office

Practice Strategies
April 28, 2026

Planning Through Life Transitions, Not Just Life Stages

Women's financial lives don't usually follow a script and there are shifts that can occur at any

Surveys
April 28, 2026

Impact Investing Beats Crypto For NextGens Amid $83 Trillion Wealth Shift – UBS

UBS Global Wealth Management has issued its first UBS Global Next Generation Report, surveying next

M and A
April 27, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Osaic, Pointes North

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

People Moves
April 27, 2026

Who's Moving Where In Wealth Management? – JMAN Group, Moors & Cabot

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

Comment & Analysis results for Archive

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.

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