News, Comment & Analysis results for Archive

Real Estate
January 29, 2025

Pulling Back The Curtain On Industrial Net Lease Real Estate

The author of this article sets out the case for investing in what is called net lease real estate,

Alt Investments
January 29, 2025

HNW Clients Still Not Showing Big Love To Alternatives – BNY Study

For all the hype and commentary about alternatives – a wide term spanning VC to hedge funds and

M and A
January 29, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Avantax, Sweeney Kovar

The latest mergers and acquisitions in the North American wealth management industry.

Strategy
January 29, 2025

Navigating Disasters In Single-Family Offices - The Lessons

Examined through the prism of Disaster Theory, the author – a regular contributor to FWR –

People Moves
January 29, 2025

Who's Moving Where In Wealth Management? – Goldman Sachs, KKR, Janney Montgomery Scott

The latest moves, appointments and personnel changes in the North American wealth management

Technology
January 28, 2025

Digital Digest: The Latest Tech News – Eton Solutions, India

The latest technology news in the wealth management sector in North America.

People Moves
January 28, 2025

Global Head Of Citi Private Bank To Depart; Other Changes Made

There have been a number of changes across the private banking and wealth side of the US bank. The

Investment Strategies
January 28, 2025

China's New AI App A Wake-Up Call – Wealth Managers' Reactions

After the drama in equity markets yesterday following news of a new, supposedly cheaper AI app from

People Moves
January 27, 2025

Carlyle Pushes Further Into APAC's Wealth Management Arena

The New York-listed firm is one of several such US private market/alternative investment big

Family Office
January 27, 2025

Where Family Offices Now Invest

A new report suggests that family offices are changing how they deploy their money, with a notable

Comment & Analysis results for Archive