News, Comment & Analysis results for Archive
Ex-UBS Wealth Advisors Create $6 Billion Firm
The new business will operate on both sides of the country, with one office in Los Angeles and
UBS Leans Into Recruitment, Retention Efforts
The Switzerland-headquartered firm said it is bringing in an experienced Morgan Stanley figure to
EXCLUSIVE: US Family Offices Merge, Form $10 Billion Firm
This news service can exclusively reveal a coming together of two family offices. We talk to one of
Who's Moving Where In Wealth Management? – Cohen & Steers, Raymond James
The latest moves, appointments and personnel changes in North American wealth management.
Wealth Creation, Protection Big Priorities For North American Family Offices – Study
The Charlotte, North Carolina-headquartered bank quizzed 335 family office decision-makers to
Withers Builds Out Fine Art Legal Expertise With Hires
Both hires joining the US art and advisory practice come with solid pedigrees - one formerly a
Book Review: Where Are Wealth Business Opportunities? – A New Guide
The editor reviews a new study which examines commercial opportunities around the world for wealth
US Private Credit-Focused Investment Firm Eyes Defense Opportunities, Europe
We talk to a US business that concentrates on the private credit space and within that, areas such
Who's Moving Where In Wealth Management? – Sapient, UBS, Raymond James
The latest senior moves, appointments, and personnel changes in the North American wealth
What's New In Investments, Funds? – Corastone, Morgan Stanley, Others
The latest news in investment offerings, financial products and other services relevant to wealth
Comment & Analysis results for Archive
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives"
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors
The Beautiful Game: How Citi Wealth Works With Sports Team Owners
With multi-millionaires and billionaires spending huge amounts on sports teams in the US and
A Finger On The Pulse: Squire Patton Boggs' Family Office Practice
We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector