News, Comment & Analysis results for CMS

Investment Strategies
November 25, 2025

How AI Governance Unlocks Innovation, Protects Brand Reputation

Following last week's investment summit in Manhattan – hosted by this news service and featuring

WM Market Reports
November 24, 2025

Private Market Revenue To Increasingly Power Global Asset Management – PwC

The report, which cuts across wealth as well as asset management, shows how important a revenue

Investment Strategies
November 19, 2025

Private Markets, AI And Offbeat Opportunities Highlight Family Office Investment Summit

Wealth management professionals gathered in Manhattan this week for Family Wealth Report's annual

M and A
November 18, 2025

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.

People Moves
November 18, 2025

Cresset Appoints Corporate Development Head

The firm now looks after more than $78 billion of client funds as of the start of November. Recent

Strategy
November 17, 2025

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

People Moves
November 14, 2025

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

Trust Estate
November 13, 2025

How to Legally Disinherit Family Members

The recent dramas of Britain's Royal Family highlight the momentous step families may sometime face

Alt Investments
November 12, 2025

How Family Offices Should Address Private Markets When Valuations Get "Stretched"

Amid all the enthusiasm for private markets and sectors such as AI is the undeniable point that in

Strategy
November 4, 2025

Numbers Don’t Lie: Family Offices Focus Less On Cybersecurity – And Risk More

Operational costs for family offices have risen, but the focus - so it seems - on cybersecurity has

Comment & Analysis results for CMS