News, Comment & Analysis results for Archive

Strategy
April 13, 2026

From The Editor’s Chair: Geopolitics, M&A, Private Market Woes And Wealth In Motion

The editor casts his eye back at the tumultuous first quarter of this year and gives a glimpse of

Client Affairs
April 13, 2026

US Inflation Climbs To Highest Level In Nearly Two Years – Wealth Managers React

After US inflation jumped last month to its highest level in nearly two years, due to surging oil

People Moves
April 13, 2026

US Wealth Manager Launches Family Office Offering

The new offering will be led by a former private wealth advisor from Goldman Sachs.

Investment Strategies
April 13, 2026

Middle East Conflict: Wealth Managers Favor Gold, Diversification

After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers

Family Office
April 13, 2026

Reclaiming Stewardship Through Direct Investing

Direct investing – bypassing the collective funds route – is an established approach but

M and A
April 10, 2026

Acquisition-Hungry Corient Snaps Up Another Business

Since it was formed by CI Financial in Canada, the Miami-headquartered business has been on a

Offshore
April 10, 2026

Liechtenstein Court Decision Is Wake-Up Call For Baby Boomers, Wealth Managers

A recent court case concerning a small European financial center raises questions on how robust

Investment Strategies
April 10, 2026

“Accelerating” AI, Private Credit, Secondaries And Direct Investments – FWR Forum

Our US correspondent attended the FWR Family Office Forum in Manhattan to hear views from industry

M and A
April 10, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Emigrant Partners, WealthReach

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Technology
April 9, 2026

Protecting Family Offices From Emerging Cyber Threats

A regular writer, financial industry veteran and business school lecturer talks about the

Comment & Analysis results for Archive