News, Comment & Analysis results for Archive

Philanthropy
November 29, 2022

Supporting The Rising Generation Of Philanthropists – Thoughts On "Giving Tuesday"

The author of this article sets out approaches that a rising generation of philanthropists can use

Compliance
November 29, 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or

Family Office
November 29, 2022

Family Offices Survey Confirms Their Private Equity, VC Love Affair

The data broadly confirms the picture painted by the figures from Highworth Research, with which

Compliance
November 28, 2022

Bahamas Government Defends Actions Amid FTX Drama

The Caribbean jurisdiction's Attorney General has spoken in a national address about its conduct

People Moves
November 28, 2022

EXCLUSIVE: New US Registered Investment Advisor Is Launched

The business, called Ballast Rock Private Wealth, has just been launched.

Technology
November 28, 2022

SimCorp Partners With Due Diligence Software Firm

Due diligence processes in asset management can be intensely laborious. A firm using digital

Philanthropy
November 28, 2022

Philanthropy For Testing Times – How Donor-Advised Funds Are Working

Here are more thoughts from those in the philanthropy space about how markets and requests for aid

Fund Management
November 24, 2022

Top Stock Picks – Quaero Capital

As investors face increasingly volatile markets, high inflation rates and geopolitical tensions, an

Trust Estate
November 23, 2022

Sanctuary Wealth Firm Offers ESOPs Across Network

Employee Stock Ownership Plans are ways for firms' owners to manage often difficult areas such as

Technology
November 23, 2022

Digital Digest: The Latest Tech News – SEI, Canoe

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

Comment & Analysis results for Archive