News, Comment & Analysis results for Archive
Net Income Rises At Citigroup In Q2 2026; Wealth Results Shine
It was "Super Tuesday" for a raft of US banks issuing second-quarter 2026 financial numbers
JP Morgan Profits, Net Revenue Up In Q2 2026
New York-headquartered JP Morgan Chase has released positive financial results for the second
Caprock Buys Austin-Based Venturi Private Wealth, Adds $4 Billion AuM
The consolidation trend in North American wealth management continues.
China's Exports Can Continue Driving GDP, Real Estate Loses Prominence, Says Private Bank
A challenge for China has arguably been unsustainable property sector growth and the ensuing
Summitry Names New Co-CEOs
Summitry appoints new co-CEOs, as Colin Higgins transitions into an executive chairman role, after
Who's Moving Where In Wealth Management? – Baird Trust, Eton Advisors, Family Office Partners
The latest senior appointments, moves and personnel changes in the North American wealth sector.
Protecting A California Business In Divorce: Agreements, Corporate Documents And Confidentiality – Part One
There are particular features of divorce and business laws in California which mean that if a
Getting Into What Matters For HNW Families – An Interview With Kathy Lintz
The following article is adapted from a podcast interview carried out by regular Family Wealth
Your Bodyguard Can't Stop This
Executives and wealthy families are spending record sums on physical security. The attack that will
What's New In Investments, Funds? – Amplify Platform, Goldman Sachs Custody Solutions
The latest news in investment offerings, financial products and other services relevant to wealth
Comment & Analysis results for Archive
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a
Productivity Gains Lauded By Key Wealth As Growth Continues
We talked to the head of the bank's wealth business about the details of productivity, organic
ANALYSIS: Family Offices in Motion – A Transatlantic View
Taking views from the US, London and other jurisdictions, we consider how and why family offices
Fixing The Skills Gap And Earning Returns – In Conversation With JFFVentures
We talked to the managing partner of an impact venture fund that takes aim at the challenge of
Analysis: Business Executives' Personal Safety In Focus
At a time of heightened concerns about physical threats to executives and those in leadership