News, Comment & Analysis results for Archive

Surveys
April 23, 2026

Knight Frank’s Wealth Report Reveals Acceleration In US Wealth Creation

Knight Frank, a London-headquartered global property consultancy, has released its 20th edition of

People Moves
April 22, 2026

Who's Moving Where In Wealth Management? – UBS, Cetera, Others

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

Financial Results
April 22, 2026

Northern Trust's Q1 2026 Net Income Rises 34 Per Cent

The wealth management side of the bank's results showed a broadly positive set of figures for the

Asset Management
April 22, 2026

What's New In Investments, Funds? – Citi Wealth, AssetMark, NetLaw

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

Family Office
April 22, 2026

Organizing Complexity: A Household-First Approach To Multigenerational Wealth

The process of setting and managing a family office should start with each household's financial

M and A
April 22, 2026

F2 Strategy Carries Out Another Acquisition

This acquisition is the sixth that F2 has carried out in three years. It is backed by Renovus

Trust Estate
April 22, 2026

Advising Young Inheritors On Obstacles, Opportunities

Inherited wealth is a responsibility and a gift, requiring guidance for those on the receiving end.

Surveys
April 21, 2026

Advisors Increasing Or Maintaining Private Equity Allocations – Blackstone Survey

Alternative assets firm Blackstone has surveyed more than 200 financial advisors across the US,

Strategy
April 21, 2026

The Expanding Oversight And Audit Universe: Technology, AI, And Complete Coverage

One of the panels at a recent FWR fintech summit for family offices, held in New York, examined how

People Moves
April 21, 2026

Marsh Names Mercer’s New Global Investment Chief

Mercer said that the new global chief investment officer will foster high-performing teams, putting

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