News, Comment & Analysis results for Archive
Possible Franklin Templeton Bid For AITi Global – Media
A media report says one of the largest US investment firms is considering a purchase of AITi
US-Based Polen Capital Creates New Group, Absorbs $1.2 Billion Of Client Assets
Under the change, about $1.2 billion of client assets will move to the new entity.
Franklin Templeton Makes Senior Hires To Accelerate Growth
The senior appointments will strengthen the investment manager’s global product, exchange traded
Corient Buys $21 Billion AuM Summit Trail Advisors
The US-headquartered group, formed via CI Financial's 2023 rebrand of its US wealth arm, continues
Who's Moving Where In Wealth Management? – Brown Advisory, Raymond James
The latest executive moves, appointments and personnel changes in North American wealth
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
The global market for concierge medicine is, on some estimates, going to be worth more than $41
Hightower Signature Wealth Adds $2.5 Billion Business
Since the start of this year, HTSW, which launched in October last year, has added almost $30
Asset Vantage Names CEO
The platform handles much of the data, accounting and reporting chores for family offices.
Deals Of The Day: The Latest In Wealth Management M&A – Sequoia Financial, All Star, Summit, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
US, Singapore, UAE Rank Ahead Of UK In Wealth Market Index
Avaloq, a tech provider to private banks such as HSBC, Deutsche Bank, Barclays and Edmond de
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