News, Comment & Analysis results for Archive

Technology
March 4, 2022

Digital Digest: The Latest Tech News – Quantum, Foreside

The latest tech news in wealth management across North America.

New Products
March 4, 2022

Citigroup Launches Program For US Independent Advisors

The move clearly helps Citigroup to grow its client base and add to revenues through deposits, the

People Moves
March 3, 2022

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

The latest moves and appointments in the North America wealth management space.

New Office
March 3, 2022

Fenchurch Taps Moelis Dealmaker For New US Office

The advisory boutique has tapped the ex-Moelis and Goldman Sachs veteran to head its US operations

M and A
March 3, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Cerity, Mercer

The latest mergers, acquisitions and other corporate transactions in the North American wealth

WM Market Reports
March 3, 2022

UHNW Population Growth Accelerated In 2021 – Knight Frank

The number of ultra-wealthy people rose significantly in 2021 and the numbers are slated to keep

Alt Investments
March 2, 2022

iCapital Acquires Bank Of Singapore's Private Market Fund Platform

The firm has acquired the management and operation of the bank’s private market feeder funds;

Alt Investments
March 2, 2022

HNW Individuals' Share Of Private Market Assets To Grow – Study

Among the findings was the contention that by 2025, high net worth people will hold more than 10

Family Office
March 2, 2022

Family Offices Fret Over Regulations, Succession And Like Cryptos – Study

The US firm has issued its inaugural study of global family offices around the world, drawing out

Legal
March 2, 2022

Archegos Pushes For Legal Settlement As Probes Continue – Report

Morgan Stanley, Nomura, UBS, Credit Suisse, MUFG and Mizuho were involved in the saga. The banks,

Comment & Analysis results for Archive