News, Comment & Analysis results for Archive

Strategy
June 20, 2025

US-Based Armanino Stresses Integrated Model For Cyber, Physical Security Work

We talk to an international business, with offices across the US, in India and Canada, about the

Art
June 20, 2025

Diversified Art Location When Times Are Volatile – In Conversation With Wealthspire

We have written about asset allocation as well as location – and that applies as much to fine as

Strategy
June 19, 2025

Insider Threat Panel Discussion: Executive Summary For Family Offices

Threats from "insiders" can often be as serious, if not more so, than when they come from outside

Awards
June 19, 2025

Nominations Open For Fifth Annual WealthBriefing WealthTech Americas Awards 2026

The awards recognize excellence in innovation and achievement across the wealth technology

Surveys
June 18, 2025

US Led Growth In Global Wealth In 2024 – UBS Global Wealth Report

Zurich-headquartered private bank UBS released its Global Wealth Report 2025 today, providing

Technology
June 18, 2025

Move Fast – Stay Secure

This article, stemming from our forum on cybersecurity in Manhattan last week, looks at how AI

UHNW Institute
June 18, 2025

New “Wealthesaurus” Glossary For Wealth Managers' Debuts

New standardized definitions of family wealth advisory terms have been developed by the UHNW

M and A
June 18, 2025

Osaic Acquires $13.5 Billion Boston-Based Wealth Manager

Osaic said it "remains open" to conversations with advisors seeking capital, sucession planning and

Surveys
June 18, 2025

Geopolitical Uncertainty Top Concern For Family Offices – BlackRock Survey

New York-based investment manager BlackRock has launched its 2025 Global Family Office Survey; the

People Moves
June 18, 2025

Senior Trio Join Bank Of America Private Bank For New York Metro Market

FWR understands that these joiners are not replacements, but additions to the team and part of an

Comment & Analysis results for Archive

Compliance
January 18, 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of

Family Office
January 16, 2024

There Is No Such Thing As A Family Office – Part 2

This article explores the the reasons for the problems families encounter by failing to view the

Family Office
January 15, 2024

There Is No Such Thing As A Family Office – Part 1

With this provocative title, this article explores the terminology of the family office space and

Compliance
December 13, 2023

Reviewing "Center for Art Law Report on Anti-Money Laundering and Art"

With implications for the global market, a new guide to the world of fine art and anti-money

Investment Strategies
December 11, 2023

Wealthy Global Families Keep Smiling On US Stocks – Bernstein Private Wealth

We talk to the US wealth management firm about what sort of positioning it is seeing from its

Philanthropy
December 7, 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about

White Papers
December 6, 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in

Alt Investments
November 29, 2023

Sandalwood Has Family Office Mindset In Its DNA

There's much talk these days in wealth management about the importance of "alignment" of interests.

Alt Investments
November 28, 2023

Private Markets Ecosystem Says It Fixes Fragmented Sector

In the quest to improve access and take out some of the chores and complexities involved in private

Technology
November 27, 2023

How Sam Altman-OpenAI Saga Affects RIAs

Our US correspondent takes a detailed look at the drama around the leadership of OpenAI and what