News, Comment & Analysis results for Archive

Financial Results
July 11, 2025

iCapital Raises $820 Million In Fresh Capital Round, Eyes "Strategic Acquisitions"

One of the most prominent disruptors providing HNW individuals with access to alternative

Art
July 11, 2025

Fires, Floods And Other Threats: Managing Risks To Fine Art

Family Wealth Report recently talked to the head of art advisory of Citi Wealth – appointed to

People Moves
July 11, 2025

Who's Moving Where In Wealth Management? – Foundation Source, RBC Wealth Management US

The latest moves, appointments and personnel changes in North American wealth management.

M and A
July 11, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, F2 Strategy, Pontera, Snowden Lane

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

People Moves
July 10, 2025

US Family Office Firm Appoints Former Rockefeller Executive

The newly-hired executive will serve in C-suite roles and be a founding executive and partner.

Offshore
July 10, 2025

US "Gold Card" Program Highlights Fight For International HNW Money

The "Devil is in the detail" when it comes to the proposed "gold card" program to attract wealthy

Alt Investments
July 10, 2025

Financial Advisors Increasing Private Market Allocations – Blackstone

Blackstone’s private wealth group recently conducted its “Summer 2025 Advisor Pulse” survey,

People Moves
July 10, 2025

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

The latest moves, appointments and personnel changes in North American wealth management.

New Products
July 9, 2025

Digital Digest: The Latest Tech News – Fi3 Advisors, Opto Investments

The latest technology news in the wealth management sector from around the world.

Investment Strategies
July 9, 2025

Wealth Managers React As Trump Delays Tariff Hike

With US President Donald Trump’s tariff pause extended from July 9 until August 1, giving trade

Comment & Analysis results for Archive