News, Comment & Analysis results for Archive
EXCLUSIVE: French Wealth Manager Upbeat On Emerging Market Equities, US Tech
This news service visited Paris recently to meet a number of wealth and investment managers to
New Family Office Firm Takes Flight
The organization is expanding with a wealth management practice in Texas and growing its presence
Digital Digest: The Latest Tech News – FactSet, Scotiabank
The latest technology news in the wealth management sector from around the world.
Deals Of The Day: The Latest In Wealth Management M&A – The Mather Group, Legacy Consulting Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Who's Moving Where In Wealth Management? – Raymond James, Foran Financial Group, Carson, Janney
The latest senior wealth management moves, appointments and personnel changes in the North American
Four Raymond James Teams Join Ascentis Independent Advisors
Under terms of the move, the California and Colorado teams, which have operated as a single Raymond
Cresset Hires Former Blackstone Senior Figure As Chief Market Strategist
The appointee will shape the multi-family office's macro and asset allocation views and advise its
Citi Recruits Former Morgan Stanley Figure As Research Head
Taking over from an interim research head, the new leader of this business is taking up the post at
Gen Z Is Biggest-Spending Generation Of Wealthy Art Collectors, Survey Finds
The Art Basel and UBS Survey of Global Collecting 2026 found that Gen Z collectors spent more than
For “Quant” Investors, AI Is A Major Advance, With Caveats – Lazard AM
We talk to one of the portfolio managers at New York-headquartered Lazard Asset Management about
Comment & Analysis results for Archive
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives"
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors
The Beautiful Game: How Citi Wealth Works With Sports Team Owners
With multi-millionaires and billionaires spending huge amounts on sports teams in the US and
A Finger On The Pulse: Squire Patton Boggs' Family Office Practice
We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector
How UHNW Institute Is Standardizing, Structuring, And Elevating The Profession
The UHNW Institute – the think tank reshaping how wealth management for UHNW clients is addressed
Spike In Expat Interest Spurs Cross-Border Planning Activity
Political changes and other forces are encouraging more HNW US citizens to consider moving abroad,
A Powerful Investment Most Investors Overlook: Paying Less Tax
Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom
Rethinking Risk, Return: A Smarter Approach To Asset Allocation For Long-Term Success
Among the points made here is that investors sometimes don't realize that managers get paid bonuses
Protecting Wealth, Achieving Positive Change – In Conversation With R360
This publication recently spoke to the founder and driving force behind membership organization
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to