News, Comment & Analysis results for Archive

Alt Investments
August 9, 2024

New Silk Road: Rise of Secondaries, Continuation Funds

Within the private markets space, an area that’s grown in recent years is “secondaries” –

Technology
August 9, 2024

Cybersecurity, AI Post-Summit Report: Hacking People – Cybersecurity, Reputations, And AI

The author of this article writes that most people are scarcely aware how their information can be

M and A
August 8, 2024

US RIA Mergers, Acquisitions Volume Holds Steady, Tailwinds Endure

The forces at work driving consolidation in the RIA industry appear to hold steady, as does the

People Moves
August 8, 2024

Who’s Moving Where In Wealth Management? – Fiduciary Trust International, CV Advisors

The latest senior moves, appointments and adjustments in wealth management roles across North

Surveys
August 8, 2024

Family Offices Face More Complex Challenges – Ocorian

Ocorian, a provider of services to high net worth individuals and family offices, financial

Alt Investments
August 7, 2024

US Family Office Enters Partnership With iCapital

Firms such as iCapital, along with CAIS in the US and Moonfare in Germany, are widening access to

Investment Strategies
August 7, 2024

Investors Don't Realize They're Underweight Private Markets – Blackstone

Perhaps unsurprisingly for a business focused on such alternative investing, its private wealth

People Moves
August 7, 2024

Who’s Moving Where In Wealth Management? – Nepsis, Kestra, Others

The latest senior wealth management industry appointments, moves and changes across North America.

Investment Strategies
August 7, 2024

US Recession Risks Limited, Despite Equity Sell-Off Of Its Advisory Network – Lombard Odier

Global chief investment officer Michael Strobaek at Swiss private bank Lombard Odier discusses

Alt Investments
August 7, 2024

VC Funds Returns Ticked Higher In Early 2024; Sector Still Licking Wounds – MSCI

VC returns hit the lights out in 2020 and 2021 but the following year saw a slump as central banks

Comment & Analysis results for Archive