News, Comment & Analysis results for Roberts

Art
July 16, 2025

How To Save Artists, Collectors From Fake Buyers And Fraudsters

Fraud, fakes and misattribution of fine art – a guide for avoiding problems.

Technology
July 7, 2025

Legal, Insurance, And Technology Strategies For Family Office Protection

We continue to provide coverage of the Family Wealth Report forum on the cybersecurity challenges

Technology
June 17, 2025

Family Offices Face Protection Paradox: Cybersecurity Forum

In the second of a series of reports, our US correspondent spells out more of the discussions

People Moves
January 6, 2025

Summary Of North American Wealth Management Executive Moves – November 2024

With appointments at firms such as RBC Wealth Management and Key Family Wealth, November turned out

People Moves
November 1, 2024

Franklin Templeton Sharpens Wealth Arm's Alternative Investments Focus

The US-listed firm says it is one of the largest managers globally of alternative investments

Investment Strategies
September 6, 2024

OPINION OF THE WEEK: America's Potent Stock Market Ingredient – Divided Government

Two months to go before the US election, and wealth managers and others are starting to figure out

Technology
September 6, 2024

A Privacy Plan For Your Family Office

The author here argues that every contract a family office enters that involves (or that could

Family Office
May 22, 2024

Preview: New York Family Office Cybersecurity, AI Summit – June 4

The summit will examine cybersecurity and artificial intelligence, including how these fields

M and A
April 11, 2024

Summary Of North American M&A For January, February And March 2024

A summary of M&A moves in the first three months of 2024. Prominent names in the mix included MAI,

M and A
January 23, 2024

Deals Of The Day: The Latest In Wealth Management M&A – MAI, WaterStone

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Comment & Analysis results for Roberts