News, Comment & Analysis results for Archive

Surveys
May 22, 2025

Trade War Biggest Risk For Global Family Offices In 2025 – UBS Report

Swiss bank UBS has published its annual Global Family Office Report 2025, with insights from 317

M and A
May 22, 2025

Deals Of The Day: The Latest In Wealth Management M&A – PNC Bank, Aqueduct, Steward Partners

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

WM Market Reports
May 21, 2025

Most Wealth Clients Content, But Many Want To Switch – EY Study

The annual EY analysis of the world’s wealth sector asked clients what was on their minds. While

Technology
May 21, 2025

Digital Digest: The Latest Tech News – Addepar

The latest technology news in the wealth management sector from around the world.

People Moves
May 21, 2025

Withers Builds Art Advisory Expertise With Senior Hire

The international law firm said it is adding to its art advisory and related legal capabilities.

Comment & Analysis results for Archive

Surveys
September 15, 2022

Millennials' Financial Habits Revealed – And Why They Need Advice

A study by Ameriprise Financial found that Millennials are more likely to transfer money to charity

Strategy
August 29, 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to

ESG
August 16, 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy toward areas such as wind, solar,

Philanthropy
August 16, 2022

Impact Investing Guidance For Private Foundation Clients – Part 2

This article looks at the so-called field of "mission-related investing" and examines the approach

Philanthropy
August 15, 2022

Impact Investing Guidance For Private Foundation Clients – Part 1

In the first half of this feature, the author looks at how foundations handle the discipline of