News, Comment & Analysis results for Archive

Alt Investments
May 19, 2023

UK-Based Family Office, Partners Create New MLS Soccer Team

The story is also an example of how family offices get involved in sports in the US and other parts

Uncategorised
May 18, 2023

From The Editor's Chair: Bank Strains, Acquisitions, AI And Offshore

We take a regular look back at important news stories and what the editorial team is working on.

People Moves
May 18, 2023

Who’s Moving Where In Wealth Management? – Argent Financial Group

The latest moves in the North American wealth management sector.

Legal
May 18, 2023

Deutsche Bank Agrees $75 Million Settlement Linked To Epstein-Related Suit – Report

The controversy around the late Jeffrey Epstein, a disgraced financier accused of running a

Banking Crisis
May 18, 2023

Filing Suggests That UBS "Rushed" Into Credit Suisse Deal – Report

The controversial takeover of Credit Suisse continues to cause speculation about the thinking

White Papers
May 18, 2023

How Complexity Affects Wealthy Families' Costs – Cambridge Associates White Paper

The study examines the sort of cost considerations – with a few hard numbers – that families

Practice Strategies
May 17, 2023

How To Retain Clients During Great Wealth Transfer

The unfolding inter-generational transfer of wealth from Baby Boomers to their descendants presents

M and A
May 17, 2023

Miami-Based Wealth House Joins Dynasty Network

The firm, which wants to pursue merger and acquisition deals with advisors in the

M and A
May 17, 2023

US-Listed MFO Group Expands Into Singapore With Acquisition

AITi has been busy – expanding out of the merger between a US and London multi-family office –

People Moves
May 17, 2023

Who's Moving Where In Wealth Management? – Raymond James

The latest senior moves in the North American wealth management sector.

Comment & Analysis results for Archive