News, Comment & Analysis results for Archive
Morgan Stanley Family Office Sets Out Operating Framework
The bank’s paper argues that family offices must treat governance, investments, operations, risk
Venable Expands Family Office Practice
The law firm, headquartered in Washington DC, said it has formalized its existing work for family
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Anthropic Fires Starting Gun On IPO, Creates Potential Liquidity Event Blockbuster
Anthropic's connections to wealth management have already been flagged with its launch of tools for
McDermott Will & Schulte Names 36 New Partners
The law firm’s promotions include two private client partners in Los Angeles and Chicago,
LaSalle Names New Private Wealth Head
One of the larger players in the real estate investment sector, LaSalle IM oversaw $86.8 billion of
Citi Obtains Approval For Wholly-Owned China Securities Business
Citi's license is a sign that large US banks are deepening their mainland exposure in certain ways,
OPINION OF THE WEEK: Could UBS Move Swiss HQ If Proposed Capital Rules Hurt?
The editor considers what UBS might do if proposed federal Swiss capital rules, likely to be
Who's Moving Where In Wealth Management? – RBC Wealth Management, Raymond James
The latest senior wealth management moves, appointments and personnel changes in the North American
AI Won't Fix Wealth Management's Data Problem
The author of this article, who took part in a recent discussion on AI and wealth management in a
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