News, Comment & Analysis results for Archive

Investment Strategies
December 2, 2025

Going Direct: The Evolution Of Family Office Private Market Investing

Here is another of the segments from this news service’s recent family office investment summit

Company Profiles
December 2, 2025

Laird Norton Wetherby Continues Leaning Into ESG

This publication recently interviewed the multi-family office about its views on ESG/sustainability

Philanthropy
December 2, 2025

Sophisticated Philanthropy Vital For Long-Term Wealth Transfer

The author of this article points out that philanthropy is undoubtedly becoming increasingly

Strategy
December 1, 2025

Forward Features Schedule For 2026

This news service's forward features calendar for 2026 sets out what the editorial team will be

Investment Strategies
December 1, 2025

DWS Optimistic About US Equities And AI In 2026

Vincenzo Vedda, global chief investment officer at German asset manager DWS shares his investment

Investment Strategies
December 1, 2025

Rethinking Risk Return: Key Takeaways From Neil Nisker Family Office Investment Summit

Here is another of the segments from this news service’s recent family office investment summit

Compliance
December 1, 2025

The New Risk Asset – Why Compliance Belongs In Every Financial Plan

Compliance is now a risk factor in its own right that financial planners and investment businesses

Compliance
November 26, 2025

SS&C Technologies Expands European Wealth Services Business

The US-headquartered company said the move builds on its success in the UK and cited data showing

Alt Investments
November 26, 2025

Private Markets To Beat Public Ones – Hamilton Lane

Hamilton Lane, a US private markets investment firm with over $986 billion in assets under

People Moves
November 26, 2025

Who's Moving Where In Wealth Management? – Angeles Wealth Management

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

Comment & Analysis results for Archive

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

ESG
January 14, 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut

Strategy
November 30, -0001

Banca del Gottardo: the Swiss bank with an Italian face

Founded in 1957 in Lugano Banca del Gottardo was once one of the first stops over the border for