News, Comment & Analysis results for Founder

M and A
January 23, 2024

Objectway Buys Into Canadian Wealthtech Space

Objectway, which currently operates from Europe and the UAE, says that this deal represents a

People Moves
January 17, 2024

Summary Of North American Executive Moves – November 2023

A summary of moves and appointments across the North American wealth management sector during

Family Office
January 11, 2024

EXCLUSIVE: Single Family Offices Didn’t Slash VC Allocation In 2023

The founder of the Highworth Research database rebuts the idea that single-family offices have

M and A
January 8, 2024

Summary Of North American M&A For September, October, November and December 2023

A summary of M&A moves in the four months to the end of December last year. Familiar names such as

M and A
January 5, 2024

Cleveland-Based MAI Continues Acquisition Drive

The deal – financial terms of which were not disclosed – continues a pattern of North American

M and A
January 4, 2024

Mercer Advisors Adds To Colorado Presence

Mercer has been one of the largest acquirers of wealth management firms in the North American

Strategy
January 4, 2024

Navigating Healthcare For UHNW Clients: A Global, Domestic Perspective

Here is the final article in a series from a firm helping wealthy individuals and families wrestle

Strategy
January 2, 2024

Three Provocative Wealth Management Questions for 2024

This publication’s US correspondent looks at what he considers are some of the most prominent

Strategy
January 2, 2024

Ensuring Health Security During Extended Travel; Domestic, Overseas Challenges

This is the 13th and 14th article in a series about the ways wealthy individuals should think about

Strategy
December 21, 2023

Exploring Wealth Management – Jamie McLaughlin Talks To AlTi Tiedemann

A prominent figure in the North American family offices and ultra-high net worth sector talks about

Comment & Analysis results for Founder