News, Comment & Analysis results for Archive

Alt Investments
February 22, 2023

US Real Estate Wealth Manager Unveils Enhancements, Sees Big Potential

FWR talks to the business, overseeing about $1.5 billion of property assets, about how the sector

Strategy
February 22, 2023

Michigan-Based Wealth House Rebrands

The rebranded firm was founded in 2007 and located in Grand Rapids, with a second office in

Surveys
February 22, 2023

San Francisco Tops Schroders Global Cities Index

Schroders’ released the index this week which aims to rank global cities using four key

People Moves
February 22, 2023

Brown Brothers Harriman Names Three New General Partners

The new GPs are based in London, New York and Chicago.

M and A
February 22, 2023

Titan Wealth Secures Backing From Parthenon To Drive Growth

The move follows a number of cases where US private equity money is being used to invest in wealth

People Moves
February 22, 2023

R360 Names Former TIGER 21 Chief Executive As Managing Partner

The US-based organization is an example of the kind of networks of ultra-HNW individuals that have

M and A
February 22, 2023

ZEDRA completes rebrand of US and Curaçao-based Atlas Fund Services

The new teams say that the merger will help them attract the skilled talent they need to to

Technology
February 22, 2023

Is Your Board Ready For New Cyber Regulation?

The author of this article argues that organizations that invest in mil-spec cyberdefense

Financial Results
February 21, 2023

EXCLUSIVE: Caution Compelling RIAs To Prioritize Profitability

Sharp falls in global markets during 2022 and questions about the state of the economy have forced

M and A
February 21, 2023

Ohio-Based Firm Buys Multi-Family Office

The business will more than double Sequoia's assets under management in its family wealth practice.

Comment & Analysis results for Archive