News, Comment & Analysis results for Archive
Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Court Place
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Cresset Appoints Corporate Development Head
The firm now looks after more than $78 billion of client funds as of the start of November. Recent
Investment House Outlines Opportunities Outside US Mega-Caps
Experts at Orbis Investments share their thinking on global investment themes and how this is
Ex-UBS Wealth Advisors Create $6 Billion Firm
The new business will operate on both sides of the country, with one office in Los Angeles and
UBS Leans Into Recruitment, Retention Efforts
The Switzerland-headquartered firm said it is bringing in an experienced Morgan Stanley figure to
EXCLUSIVE: US Family Offices Merge, Form $10 Billion Firm
This news service can exclusively reveal a coming together of two family offices. We talk to one of
Who's Moving Where In Wealth Management? – Cohen & Steers, Raymond James
The latest moves, appointments and personnel changes in North American wealth management.
Wealth Creation, Protection Big Priorities For North American Family Offices – Study
The Charlotte, North Carolina-headquartered bank quizzed 335 family office decision-makers to
Withers Builds Out Fine Art Legal Expertise With Hires
Both hires joining the US art and advisory practice come with solid pedigrees - one formerly a
Book Review: Where Are Wealth Business Opportunities? – A New Guide
The editor reviews a new study which examines commercial opportunities around the world for wealth
Comment & Analysis results for Archive
INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline
There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of
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
Taking The Pain From Family Office's Data Chores
The chores of paying bills, keeping ledger records, reporting on investments, capital calls and
Crypto Assets, Distributed Finance And Wealth Managers' Menus
Family offices, private banks and wealth managers are considering using the infrastructure of
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
Web 3.0: Planning For Art NFT Collectors
NFTs are popular in applications which require unique digital items, including crypto art, digital
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
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