News, Comment & Analysis results for Archive
iCapital Pushes Further Into Insurance Sector
Since its founding in 2013, iCapital has been among a crop of specialist firms, often harnessing
Deals Of The Day: The Latest In Wealth Management M&A – WisdomTree
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
EXCLUSIVE: French Investment House Overweight US, Eyes Opportunities In Japan
Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds , discusses its
F2 Strategy Welcomes Back Former CEO
The CEO had left to work at FNZ but instead he's returned to his old employer.
Diversity Project Rebrands Across UK, Europe, North America
The Diversity Project UK, Diversity Project Europe and Nicsa’s Diversity Project North America
Who's Moving Where In Wealth Management? – Raymond James, Truist
The latest moves, appointments and personnel changes in North American wealth management.
OPINION OF THE WEEK: Private Credit Sector Wobbles Provide Salutary Warning
However the whole private credit redemption control saga plays out, investors have perhaps received
The Imperative Of Governance Is Care
The article inserts the concept of "care" into governance, why it matters and how it contributes to
Dutch Wealth Manager Keeps US Equity Overweight Position Amidst Gulf Conflict
As oil prices surge because of the US–Israel conflict with Iran, Joost van Leenders, senior
Conflict In Iran: Energy Price Shocks And Impact On Real Assets
An investment firm with a strong focus on "real assets" such as real estate ponders how they are
Comment & Analysis results for Archive
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
Sandalwood Has Family Office Mindset In Its DNA
There's much talk these days in wealth management about the importance of "alignment" of interests.
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
How Sam Altman-OpenAI Saga Affects RIAs
Our US correspondent takes a detailed look at the drama around the leadership of OpenAI and what
Tax Changes In Massachusetts: Another Look At Details
With changes to state-wide taxes coming in Massachusetts, this news service talks to a large US
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions –
Integrated Wealth Management Under The Spotlight In New York
This publication talks to those involved in the UHNW Institute's IWM Initiative and its annual
Commercial Real Estate Outlook, Deals, and Risk for Family Offices
Here's an overview of discussions held at this publication's recent family office investment
India’s New Growth Drivers
This article examines the ingredients of India's rise as an economic and business power, and the
Families Who Fail To Spend All Their Time On Power – In Conversation With Jay Hughes
In this wide-ranging interview, FWR talks to an author of a book on family dyamics and ways to