News, Comment & Analysis results for Founder

People Moves
June 30, 2025

Who's Moving Where In Wealth Management? – Dechert, Bleakley, UBS, Osaic, Others

The latest senior moves in the North American wealth management sector.

Alt Investments
June 27, 2025

Private Markets, Direct Investing And Supply Chains – In Conversation With Leon Capital Group

Almost a year on since Leon Capital Group hooked up with New York-headquartered tech platform

Compliance
June 26, 2025

Advisors Cautiously Welcome US Accredited Investor Rule Change

At a time when alternative investment access is all the rage – not always without skeptical

Alt Investments
June 26, 2025

Alternatives Face Mounting Scrutiny, Skepticism

In the first of two articles looking at the growing use by HNW, affluent and even retail investors

Technology
June 26, 2025

Digital Digest: The Latest Tech News – Trust & Will

The latest technology news in the wealth management sector from around the world.

Family Office
June 25, 2025

Family Office "Expert Generalist" In Focus, Industry Mulls Long-Term Incentive Trends

The reported comments were heard at a recent panel discussion in New York City, examining a Botoff

People Moves
June 24, 2025

Who's Moving Where In Wealth Management? – Percent, MetLife

The latest moves, appointments and personnel changes in North American wealth management.

Strategy
June 24, 2025

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

Technology
June 18, 2025

Move Fast – Stay Secure

This article, stemming from our forum on cybersecurity in Manhattan last week, looks at how AI

Strategy
June 16, 2025

“It’s Mind Boggling How Much Cyber Criminal Activity Is Happening”: Cybersecurity Forum

The scale of threats and attacks on financial services and related sectors is high, and a major

Comment & Analysis results for Founder

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