News, Comment & Analysis results for Archive

People Moves
May 24, 2024

Raymond James Unveils New Leadership Line-Up

The announcements come after the New York-listed firm – headquartered in Florida – said in

Compliance
May 24, 2024

Fundraising In The Middle East: Enforcement Spotlight – Kuwait

Raising money for investments in Kuwait comes with complexities and certain risks, as in all

New Products
May 24, 2024

What’s New In Investments, Funds? – Chikara Investments

The latest news in investment offerings, financial products and other services relative to wealth

Alt Investments
May 24, 2024

KKR, Capital Group Widen Alternative Investment Doors In New Pact

For years, private market investing, or alternatives, has been typically shut to individuals unable

Financial Results
May 24, 2024

Canadian Wealth Manager Hails C$30 Billion AuA Milestone

The firm has told this news service that it aims to disrupt and revolutionize the Canadian wealth

M and A
May 23, 2024

Callan Family Office Launches Business Transition, Transaction Offering

The fact that such an offering is being rolled out speaks to the amount of corporate activity, some

M and A
May 23, 2024

How Not To Blow It: After A Deal Closes

When a merger and acquisition deal is concluded, this is just the start of a series of challenges

Company Profiles
May 23, 2024

US Wealth Platform Eyes Further Strong Growth After MFO Deal

Hard on the heels of chalking up a deal with a US multi-family office, d1g1t speaks to this news

Surveys
May 23, 2024

Family Offices Hiked Fixed Income Holdings In 2023, Smile On North America – UBS Report

UBS has just published its Global Family Office Report 2024, with insights from 320 single family

Wealth Strategies
May 22, 2024

SALT Conference Spotlight On China, AI, Latin America

The state of the Chinese economy, and the rise of Latin America as a manufacturer and the impact of

Comment & Analysis results for Archive

Technology
May 14, 2024

EXCLUSIVE: Focus On AI's Role In Wealth Management

Russell Andrews, head of wealth & asset management EMEA, capital markets at Florida-headquartered

Philanthropy
May 10, 2024

Foundation Source's Growth Ambition And Promise Of "Philtech"

We talk to the US organization about "philanthropy technology" – aka philtech – how the sector

Alt Investments
May 9, 2024

Private Credit Matures But Yet To Face Big Recession

We talk to a law firm that engages in the area of private credit funds and other alternative

Offshore
April 19, 2024

HNW Americans Smile On "Golden Visas" – And What's Next

A marker for globalization and the degree of unfettered movement that people enjoy, the market for

Trust Estate
March 27, 2024

Estate Plans, Fine Art And Tax – A Heady Brew

It's been tax-filing season – a time to grapple with estate plans, wealth transfer, and

Company Profiles
March 11, 2024

Time For Canada's Wealth Sector To Emulate US Counterpart – Wellington-Altus Founder

The founder and chief executive at the Canadian wealth management firm talks about its business

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

Company Profiles
February 8, 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family

Technology
January 26, 2024

T3: Data, Cybersecurity Overshadow AI

Our US correspondent considers the main themes that arose in the annual T3 tech conference, held in

Strategy
January 24, 2024

Need For Tech Integration – And Human Connection – Tops T3 Agenda

Our US correspondent has been attending an annual conference – based in Las Vegas – to hear