News, Comment & Analysis results for Archive

People Moves
May 29, 2024

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

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

Family Office
May 29, 2024

Equity Demand On The Rise In Family Offices In 2024 – Citi Wealth

Citi Wealth has just released its family office investment report for the first quarter of 2024,

Family Office
May 28, 2024

Unlocking Potential Family Office Boards: The CHRO – It’s All About People

The authors of this article get into the weeds of how family offices are run, and the role of these

Strategy
May 28, 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater

People Moves
May 28, 2024

Who's Moving Where In Wealth Management? – Orion

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

People Moves
May 24, 2024

Raymond James Unveils New Leadership Line-Up

The announcements come after the New York-listed firm – headquartered in Florida – said in

Compliance
May 24, 2024

Fundraising In The Middle East: Enforcement Spotlight – Kuwait

Raising money for investments in Kuwait comes with complexities and certain risks, as in all

New Products
May 24, 2024

What’s New In Investments, Funds? – Chikara Investments

The latest news in investment offerings, financial products and other services relative to wealth

Alt Investments
May 24, 2024

KKR, Capital Group Widen Alternative Investment Doors In New Pact

For years, private market investing, or alternatives, has been typically shut to individuals unable

Financial Results
May 24, 2024

Canadian Wealth Manager Hails C$30 Billion AuA Milestone

The firm has told this news service that it aims to disrupt and revolutionize the Canadian wealth

Comment & Analysis results for Archive

Philanthropy
June 14, 2023

CAF American Donor Fund Explains Transatlantic Philanthropy Model

A donor-advised fund that gives a dual-qualified solution for UK and US clients has spoken to this

Wealth Strategies
June 8, 2023

US-Based Deciens Capital Gets Radical About Banking, Finance

The unintended results of government bank regulation may explain a lack of dynamism and indifferent

Trust Estate
May 23, 2023

A Walk Around The US Trusts Toolkit – In Conversation With Arden

Arden Trust Company, which has existed in its current guise since a corporate spin-out in 2019,

Strategy
May 19, 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a

Statistics
May 16, 2023

The Expatriation List: Misunderstood But Important US Tax Policy Guide

A “List” of US citizens who have chosen to renounce their citizenship has some shortcomings as

M and A
April 24, 2023

RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off

The business of wealth management M&A in North America has changed from the frenetic pace of recent

Investment Strategies
April 24, 2023

Hidden Cash In Portfolio Hampers Returns: What Clients Are Doing – Part 2

"Hidden cash" can be a problem – for example money market funds held inside investment accounts.

WM Market Reports
March 22, 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports.

Tax
March 22, 2023

Focusing On Fundamentals: Three Tax Strategies For 2023

The following commentary about tax planning comes from Bessemer Trust, the multi-family office.

Strategy
March 6, 2023

An Integrated Model: How "AITi" Moves Forward From Tiedemann-Alvarium Merger

One of the top figures at the merged MFO business said the merger of the two is a full integration