News, Comment & Analysis results for Archive

New Products
May 10, 2023

What's New In Investments, Funds? – Interactive Brokers

The latest news in investment offerings, financial products and other services relative to wealth

Surveys
May 10, 2023

Emerging Managers Plan To Invest In Headcount, FinTech In 2023 – Survey

US-based alternative investments fintech Dynamo Software has just released the results of a new

M and A
May 9, 2023

Cresset Expands AuM With Acquisition, Adds Sports, Entertainment Clout

The acquired firm has an established roster of clients in the sports and entertainment sectors.

People Moves
May 9, 2023

Who’s Moving Where In Wealth Management? – Impax Asset Management

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

People Moves
May 9, 2023

Hightower Firm Names Chief Wealth Officer

Fairport Wealth, which became a Hightower business in 2017, has made a number of its own M&A deals,

People Moves
May 9, 2023

Certuity Names Chief Revenue Officer, Partner

The firm has offices in New York City, North Palm Beach, Manhattan Beach and Santa Monica.

Alt Investments
May 9, 2023

Macro Hedge Funds Ride Financial Turmoil, Post Gains

Macro funds, which are actively managed and try to profit from broad market swings caused by

Strategy
May 9, 2023

UBS Unveils New Leadership Team, Operating Structure

As UBS presses on with its acquisition and integration of Credit Suisse, it has set out a new

Family Office
May 8, 2023

Where Global Family Offices Invest Now: Goldman Sachs Survey

A survey of how family offices invest shows their enthusiasm for alternative investments –

People Moves
May 8, 2023

Summary Of Wealth Management Executive Moves In North America – March 2023

The latest roundup of moves and appointments in the North American wealth management sector.

Comment & Analysis results for Archive