News, Comment & Analysis results for Archive
Tech Is Investors' Darling, PwC Survey Shows
The survey by the professional services giant also shows that for all the upbeat attitudes toward
Deals Of The Day: The Latest In Wealth Management M&A – Mercer Global Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
European Wealth Manager Opts For US, Emerging Market Equities; Likes Gold
Grégory Steiner at Paris-based Indosuez Wealth Management shares his insights on asset allocation
Digital Digest: The Latest Tech News – Alto, Canopy
The latest technology news in the wealth management sector from around the world.
AI In The Family Office: Lessons For Asset, Wealth Managers
This report – one of several – from the investment summit in Manhattan last month recounts
How To Help Grandchildren Afford College
Senior family members can help grandchildren in a numher of ways, for example, by paying for
Deals Of The Day: The Latest In Wealth Management M&A – Lido Advisors, Stuart Chaussée & Associates
The latest news in investment offerings, financial products and other services relevant to wealth
SimCorp Continues C-Suite Build-Out
The CPO, who has more than two decades' experience in product strategy, has worked in firms such as
Cultural Assets: Building Next Alternative Category For Wealth, Family Offices
As family offices increase alternative investment exposures, averaging 44 per cent, a panel at the
Who's Moving Where In Wealth Management? – Lazard AM, Raymond James, Cetera
The latest personnel changes, appointments and moves in North American wealth management.
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