News, Comment & Analysis results for Archive

People Moves
September 9, 2026

HSBC Private Bank Appoints Leadership For Family Offices, US Private Bank

Both of the new senior hires previously worked at Citi Private Bank.

People Moves
September 9, 2026

Suntera Global Names New Bahamas Managing Director

The new managing director is based in a location that plays a critical role as part of the firm's

People Moves
September 9, 2026

Beacon Pointe Adds C-Suite Expertise In Growth, Risk And Compliance Fields

The appointments come at what has been a strong period of acquisition activity for the RIA.

Surveys
September 9, 2026

Pro Investors Think AI-Induced Growth Booster Is Close – Survey

New research from London-based fund manager Robocap shows that investors believe increased

Wealth Strategies
September 8, 2026

After The Exit, The Hardest Investment Decision May Be To Wait

The author argues that after years spent building the wealth, there is no prize for rapidly

Comment & Analysis results for Archive

Family Office
May 2, 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices on the database of Highworth Research – an

Investment Strategies
April 29, 2022

Investing Amid Stagflation: US Wealth Managers' Perspectives

US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy

Strategy
April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by

Family Office
April 8, 2022

Charting Family Offices' Needs

What should family offices do in-house and what should they outsource? Should certain families

Family Business Insights
April 7, 2022

Leadership, Fathers And Matriarchs: An Interview With Amy Hart Clyne

FWR recently sat down with a book author and thought leader to explore women's perspectives on