News, Comment & Analysis results for Archive
JP Morgan's Private Bank Unveils Luxury Offering
The range of services are aimed at clients in the US.
What's New In Investments, Funds? – Arch Raises $52 Million In Series B Funding
The latest news in investment offerings, financial products and other services relevant to wealth
Pitcairn Names Investment Strategy MD
These are busy times at the family office firm, having bought Brightside Partners this year and
Family Offices Hold Fire On Asset Allocation In Nervous Markets – Citigroup Study
Family offices around the world took a cautious view of their asset allocation and overall risk
Who's Moving Where In Wealth Management? – Allworth Financial, Uniting Wealth Partners, Others
The latest moves, appointments and personnel changes in North American wealth management.
Corient's Acquisition Drive Continues, Buys Connecticut-Based RIA
September is turning out to be quite a month for the wealth management business as it announces yet
Summary Of Moves In North American Wealth Management – July 2025
A summary of moves and appointments in the North American wealth management sector.
Who's Moving Where In Wealth Management? – Diversify, LinePoint Partners & Co, Others
The latest moves, appointments and other personnel changes in the North American wealth management
Summit Financial Advisors Joins MAI Capital Management
The California-based firm brings $570 million in client assets to MAI’s national platform
EXCLUSIVE: French Private Bank More Optimistic About COP30
Despite three years of disappointing results, Jean-Philippe Desmartin at Paris-based Edmond de
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