News, Comment & Analysis results for Archive

People Moves
December 16, 2024

Steward Partners Expands Reach

The firm has formed a new branch, pulling together a business in Oregon and southern California.

WM Market Reports
December 16, 2024

RIA Compensation Report: It’s A Seller’s Market

The North American wealth management sector is suffering from a dearth of talent, and a new report

ESG
December 16, 2024

EXCLUSIVE: Edmond De Rothschild Says COP29 Results Are Disappointing

After two disheartening years, Jean-Philippe Desmartin, head of responsible investment at Edmond de

Alt Investments
December 16, 2024

Continuation Funds In Private Equity: A Strategic Solution For Managers, Investors

Continuation vehicles represent a powerful tool in private equity, the author of this article

Investment Strategies
December 13, 2024

European Houses Positive On US Equities In 2025

Indosuez Wealth Management and Brown Shipley, a Quintet private bank, have just released their

M and A
December 13, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Hightower, Dechtman

The latest M&A transactions and corporate actions affecting the North American wealth management

People Moves
December 13, 2024

HSBC's Private Bank Names US Ultra-HNW Leader

The newly-appointed figure comes from Bank of America Private Bank, and has worked at lenders

Statistics
December 13, 2024

In Volatile Markets, Hedge Funds' Returns Held Steady

Different reports confirm that so far in 2024, hedge funds' performance has fallen into low

M and A
December 12, 2024

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, Gryphon

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Strategy
December 12, 2024

UBS Plans Restructure Of US Wealth Arm, Eyes Wider Margins

The Swiss banking group and wealth manager is, so the report said, trying to compete more

Comment & Analysis results for Archive