News, Comment & Analysis results for Archive
Natixis IM Smiles On US Equities, Alternatives, Gold In 2025
Julien Dauchez, head of portfolio consulting and advisory, and Cecile Mariani, head of global
Summary Of Executive Moves In North American Wealth Management – December 2024
The latest moves, appointments and personnel changes in the North American wealth management
Rockefeller Global Family Office Expands In NY, Texas
Rockefeller's wealth management arm continues to add teams across the country.
Alternative Investments Platform Acquires Onboarding Solutions Firm
Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less
Five Trends In Luxury Lifestyle And Travel Management For Family Offices
This article looks at a business specializing in luxury travel and lifestyle – Maison Benjamin
Guiding Young Inheritors: In Conversation With Chip Fisher
We talk to someone with personal knowledge of the dynamics of a family business and what inheritors
UK Wealth Manager Outlines Five Top Trump Cards As Trump Re-Enters White House
Daniel Casali, chief investment strategist at UK wealth manager Evelyn Partners, shares his
Who's Moving Where In Wealth Management? – BakerHostetler, InspereX, CG Financial Services
The latest senior moves in the North American wealth management sector.
New Merrill UHNW Unit Reflects Strong Growth
The expansion in the number of UHNW individuals using the firm's services means that the full
Quarterly Net Income Rises At Bank Of America's Wealth, Investment Division
As it has done in its recent quarterly results, Bank of America spelled out the level of digital
Comment & Analysis results for Archive
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
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.
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports.
Focusing On Fundamentals: Three Tax Strategies For 2023
The following commentary about tax planning comes from Bessemer Trust, the multi-family office.
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
Hidden Cash In Portfolio Hampers Returns: Where Do You Find It? – Part 1
"Hidden cash" can be a problem – for example money market funds held inside investment accounts.
Space Tech's Investment Case Is Increasingly "Normal"
In a wide-ranging conversation, we talk to a lawyer with strong investment connections about
US Real Estate Wealth Manager Unveils Enhancements, Sees Big Potential
FWR talks to the business, overseeing about $1.5 billion of property assets, about how the sector
California's Proposed Non-Grantor Trusts Crackdown Will Backfire Badly – Advisor
FWR talks to a wealth advisor in the Golden State about proposed changes to the taxation of
What Does PE Buyout Of Focus Financial Mean For RIAs?
This news service delves into the details around the recently-reported private equity bid for