Strategy
December 23, 2022

UBS Outlines 10 New Year Portfolio Allocations

The end of another turbulent year is a time both to reflect and to make plans, with many thinking

Philanthropy
December 23, 2022

How UHNWIs Deploy Charitable Capital

Foundation Source’s CEO, Sunil Garga, talks about trends in private philanthropy in part of a

Compliance
December 22, 2022

Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option

We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement

M and A
December 22, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Allfunds

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

People Moves
December 22, 2022

Who’s Moving Where In Wealth Management? – UBS Adds To Newport Beach Team

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

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have

Technology
December 22, 2022

How Family Offices, Advisors Handle Data Challenges, Accelerating Tech

People Moves
December 21, 2022

Crédit Agricole CIB Names Three Senior Regional Officers

Crédit Agricole CIB is the corporate and investment banking arm of Credit Agricole Group.

Real Estate
December 21, 2022

Florida's Strong Real Estate Story Needs Expert Guidance

FWR talks to a real estate investment and development specialist that has recently rolled out a

M and A
December 21, 2022

Private Investment House Takes Stake In Massachusetts Firm

The strategic minority stake is in a business that oversees $6 billion in client assets.