News, Comment & Analysis results for Archive

WM Market Reports
December 4, 2025

Billionaires' Total Wealth Rises, Continue To Eye Relocation – UBS Study

The study drills into wealth transfer trends, the nature of what billionaires invest in, their

WM Market Reports
December 4, 2025

Wealthy North Americans Confident On Economy; Cybersecurity Scares Them – Chubb

A report from one of the largest US insurance groups delves into what HNW citizens fret about, what

M and A
December 4, 2025

Mercer Advisors Acquires Maryland-Based Wealth Manager

The transaction adds to a series of acquisitions by Mercer in recent months.

People Moves
December 4, 2025

Cresset Adds $1.4 Billion Team To Houston Office

The addition of the team comes a few week after another group in Wyoming came on board.

People Moves
December 3, 2025

Northern Trust Names New Wealth CIO

There's a new investment chief at the US-headquartered group.

Comment & Analysis results for Archive

Family Office
June 1, 2022

Single-Family Offices' Tech Shyness – How To Overcome It?

For all kinds of reasons, single-family offices have not rapidly embraced technology, although

Alt Investments
May 31, 2022

Making Private Markets Access A Reality

One of the stock themes of private market investing is the need for wider access. Technology-driven

Trust Estate
May 27, 2022

A Master Exit Plan Protects Family Wealth For Generations

What sort of considerations apply when a business owner chooses to hand over the reins, either by

Investment Strategies
May 26, 2022

ESG Investment And Arms – How Ukraine Changes The Conversation

ESG investors might once have assumed that weapons were off-limits, and divested from stocks of

Strategy
May 20, 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums