News, Comment & Analysis results for Archive

Alt Investments
December 4, 2025

Oil And Gas As A Real Asset Strategy

This article explores the benefits to HNW individuals of investing in oil and gas to produce cash

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.

Comment & Analysis results for Archive

Investment Strategies
February 4, 2025

Private Aviation Investment Taps Rising Wealth Trend

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to

M and A
February 3, 2025

How – And Why – MFOs Are Cashing In On The M&A Boom

Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition

Strategy
February 3, 2025

Price Pressures, Desire For Independence Fuels Need For Guidance

The North American wealth sector has its share of challenges, and also opportunities for ambitious

Strategy
December 20, 2024

High Performing Family Offices: Thinking About “Me” As Much as “We”

This article examines the process of sustaining and growing financial prosperity alongside durable

Strategy
December 20, 2024

Wealth Manager’s Conundrum: The Paradox Of Enough

This article addresses attitudes to money, and how to avoid the trap of regretting later in life