News, Comment & Analysis results for CMS
Carlyle Acquires Majority Stake In MAI Capital Management
The transaction reinforces a trend of private equity firms buying stakes in North American wealth
Imposing Order On Fragmented "Alts" Data – In Conversation With Arch
Growing use by family offices of private markets and other "alternative" investments adds to the
Could Middle East Conflict Worsen The “SaaSpocalypse”?
There's a narrative circulating concerning the decline of the "software-as-a-service" model and how
Tax, Estate Planning In Focus – In Conversation With Pathstone
FWR talks to a senior figure at Pathstone and its affiliate organization, Willow Street, about the
How Thoughtful Charitable Trust Drafting, California Law Preserve Donor Intent
Structures such as endowments evolve and businesses can change, which means trustees and charitable
UBS Secures Clearance To Become Nationally Chartered US Bank
The step is a significant one for the Swiss group, which has been busy integrating the Credit
Drivers Of Family Offices' Wealth Evolve; Investments Shift To Europe, Asia – Data
An annual barometer of the scale and scope of the world's family offices sector shows that the
In Unsettled Times, US HNW Citizens Are Considering Foreign Options
We talk to an advisor about the issues confronting those thinking of moving outside the US, or
Finastra Creates "AI Center Of Excellence," Names Chief
As the financial sector, such as private banking and wealth management, wrestles with potential AI
The Imperative Of Governance Is Care
The article inserts the concept of "care" into governance, why it matters and how it contributes to