News, Comment & Analysis results for Archive
Private Market Revenue To Increasingly Power Global Asset Management – PwC
The report, which cuts across wealth as well as asset management, shows how important a revenue
Summary Of Moves In North American Wealth Management – September 2025
A roundup of moves, appointments and personnel changes in North American wealth management during
Addepar Makes Senior Hires
Addepar, a New York-headquartered global technology and data platform for investment professionals,
AI and Tech To Fuel Equity Gains In 2026 – UBS GWM
As 2026 approaches, UBS Global Wealth Management’s chief investment office outlines in its 2026
AssetMark Enters Private Markets Funds Space
The US business has expanded with a merger deal and is ramping up efforts to ride the private
Who's Moving Where In Wealth Management? – Osaic, Mesirow, Raymond James, Others
The latest moves, personnel changes and appointments in North American wealth management.
Sapient Capital Adds New York Partner, Continues Build-Out
The $23 billion AuM firm – headquartered in Indianapolis, with offices in Los Angeles, Miami and
Canoe Intelligence Expands Partnership Over Private Markets
The partnership is an example, so the firms said, of how the manual processes that have slowed
Savant Wealth Management Names Chief People Officer
With $37.1 billion in AuM, Savant said its CPO has more than 25 years' experience in human capital
Digital Digest: The Latest Tech News – Asseta AI, SS&C Technologies, TIFIN, Broadridge
The latest technology news in the wealth management sector from around the world.
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