News, Comment & Analysis results for Archive
Who's Moving Where In Wealth Management? – Financial Planning Association
The latest moves, appointments and personnel changes in North American wealth management.
UHNW Institute Names New Thought Leadership, Strategy Head
One of the most important thought leaders in the industry is stepping down from his post - while
Hightower's New HTSW Division Adds Five Advisory Practices
Hightower's CEO has told FWR that it wants to double in size. Its new division features a
UK Investment House Says Private Markets Sustain Momentum
After 2025 was another high-profile year for private markets, the UK’s Aberdeen Investments has
Using Philanthropy To Prepare The Next Generation: Part Two
This article notes that the families benefiting the most from philanthropic planning treat it as
Wealth Managers Optimistic About Emerging Markets, AI, Gold, Defense In 2026
After emerging market equities outperformed many developed markets in 2025, led by a broad rally in
UBS Sells $3 Billion Of AT1 Debt – Report
Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being
Who’s Moving Where In Wealth Management? – AllianceBernstein
The latest moves, appointments and personnel changes in wealth management for North America.
How Philanthropy Builds Legitimacy, Unity In Family Business Succession: Part One
The article notes that the families benefiting the most from philanthropic planning treat it as far
Wealth Managers See Little Near-Term Venezuela Impact; Eye Oil, Defense Implications
The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the
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