News, Comment & Analysis results for Archive

People Moves
April 18, 2024

New CEO of DWS Australia Named

German asset manager DWS, previously part of Deutsche Bank, replaces current DWS Australia CEO.

Strategy
April 18, 2024

Give More Space To Energy Security Investments As Tensions Rise – Citi Global Wealth

The chief investment strategist and chief economist at Citi Global Wealth delves into the

Wealth Strategies
April 18, 2024

Amundi Smiles On Quality Bonds, Indian Equities In Next Decade

Amundi’s 2024 Capital Markets Assumptions, forecasting the next 10 years across 40 different

M and A
April 17, 2024

Private Capital Fund House Wraps Up Crestbridge Purchase

The transaction – announced last summer for an undisclosed sum – expands Gen II's business

People Moves
April 17, 2024

Expanding F2 Strategy Creates CFO Role

Having chalked up two acquisitions in the past 12 months, the wealthtech services firm has created

Offshore
April 17, 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

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

People Moves
April 17, 2024

Who's Moving Where In Wealth Management? – Foundation Source, Raymond James, TIFIN

The latest moves, appointments and personnel changes in North America's wealth, private client and

People Moves
April 17, 2024

Sarasin & Partners Reshuffles Asset Management Leadership

The London-based firm said the change to its leadership structure would position it for further

People Moves
April 17, 2024

Who’s Moving Where In Wealth Management? – Payden & Rygel, Alvarez & Marsal, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle

Strategy
April 17, 2024

Five Top Tips For Investors Ahead Of Indian Elections

In the run up to the 2024 Indian elections, Gaurav Narain, portfolio advisor of the India Capital

Comment & Analysis results for Archive

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

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

Wealth Strategies
January 23, 2024

Three Questions For Lazard’s Casey Whalen

Regular FWR contributor and editorial board member Joe Reilly sits down with a figure in the US

Company Profiles
January 22, 2024

Insurance Sales Process Ripe For Revolution

The way that insurance is sold needs to be changed. Fees and pricing are opaque, which leads to

Compliance
January 18, 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of

Family Office
January 16, 2024

There Is No Such Thing As A Family Office – Part 2

This article explores the the reasons for the problems families encounter by failing to view the

Family Office
January 15, 2024

There Is No Such Thing As A Family Office – Part 1

With this provocative title, this article explores the terminology of the family office space and