News, Comment & Analysis results for Archive

ESG
November 12, 2024

What To Expect From COP29 – Rathbones

Nicola Day, deputy head of Greenbank, the sustainable impact investment arm of the UK investment

People Moves
November 12, 2024

Key Private Bank's MFO Arm Adds To Team

The new joiners work in the multi-family office part of the Cleveland, Ohio-headquartered banking

People Moves
November 12, 2024

Cetera CEO To Stand Down, Successor Named

The wealth hub, as it styles itself, is getting a new CEO as the person holding the post for more

Investment Strategies
November 8, 2024

Wealth Managers Say Fed's Cut Was Expected, Seek Rate Clues From Trump's Agenda

Rounding a big week for macroeconomic and political news, the US Federal Reserve cut official

Alt Investments
November 8, 2024

Pre-Election Nerves Weighed On Hedge Fund Returns – HFR

We have seen that since the US election result, stocks have rallied as uncertainties – at least

People Moves
November 8, 2024

Schroders Names New UK Head, Americas CEO

UK listed investment manager Schroders makes senior appointments.

Tax
November 8, 2024

Callan Family Office Launches Tax Management Program

The firm said the benefits from the tax overlay program include greater control over capital gains

Investment Strategies
November 7, 2024

As The Trump Victory Sinks In, More Wealth Managers' Reactions

As the hours have passed and markets reacted, we take another opportunity to see how wealth

Strategy
November 7, 2024

Canadian Wealth Firm On Recruitment Drive

The firm has set the goal of hitting C$50 billion in assets under administration by the end of

Company Profiles
November 7, 2024

Securing Health, Wealth For Aging Loved Ones: A Deep Dive With TrustHouse

The organization said it is designed to help clients take a proactive approach in managing both the

Comment & Analysis results for Archive

Art
July 28, 2020

The Art Market: What Has Changed, What Should Stick

The pandemic offers art world players a chance to make big industry changes. This view, from a

Wealth Strategies
July 28, 2020

Mid-Year Pandemic Portfolio Review: What Managers Tell Clients

In the middle of a pandemic-induced crisis year unmatched in a century, how are wealth managers

Trust Estate
July 27, 2020

Art Markets are Bullish:  What's The Value Of Art In Your Estate?

Holding artworks as part of an estate raises a number of considerations when it comes to transfer,

Awards
July 21, 2020

FWR Reports: Top Tips For Award Entrants

What makes for a great awards entry application? For those who want to enter our Family Wealth

Client Affairs
July 20, 2020

Retiring Into Uncertainty - Beyond COVID-19

Anyone nearing retirement, or who is already retired, will be concerned about how they achieve

Family Office
July 17, 2020

How COVID-19 Affects RIA, Multi-Family Office CEO Succession Plans

An executive search figure in the wealth management sector examines how the pandemic affects the

Practice Strategies
July 14, 2020

FWR Reports: Lessons From The Pandemic

This news service talks to some of the top people in North America’s wealth sector about what

WM Market Reports
July 13, 2020

The Dallas Landscape: "A Huge Wealth Creation Machine"

This news service looks at the Dallas wealth management arena and its surrounding market in Texas,

Technology
July 13, 2020

How Technology Is Serving Alternatives Investment Space

As Capgemini's latest wealth report has hammered home, technology is your friend, possibly your

Family Office
July 6, 2020

Family Offices' Contrasting Property Investment Stories

Drawing on the data from Highworth Research, with which this publication is a media partner, we