News results for Archive

Alt Investments
November 9, 2021

Citi Ventures Joins Funding Round For iCapital

iCapital has risen rapidly in recent years by tapping into a perceived need for investors to have

People Moves
November 9, 2021

Who's Moving Where In Wealth Management? - Sanctuary Wealth

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

Alt Investments
November 8, 2021

Hedge Funds Gained Ground In October

The industry broadly advanced in October, helped by better performance of global equities and

People Moves
November 8, 2021

Wealth Team Hooks Up With Dynasty Financial Partners

The team of wealth managers, overseeing $875 million in client assets, says it wants to ramp up its

People Moves
November 8, 2021

Who's Moving Where In Wealth Management? - Truist Wealth

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

Reports
January 17, 2019

BoA's Global Wealth Business Logs Rise In Revenue, Wider Margins

One of the big wealth management players in North America reported broadly stronger results for

People Moves
November 5, 2021

Who's Moving Where In Wealth Management? - CAIS, Raymond James

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

People Moves
November 5, 2021

Fiduciary Trust Company Makes Top-Level Appointment

The chief fiduciary officer previously worked at Goulston & Storrs PC for 16 years.

Reports
November 5, 2021

What's New In Investments, Funds? - GeoWealth

The latest offerings in investments, such as funds and structured products, and other notable

People Moves
November 4, 2021

Rockefeller Overhauls Senior Leadership

In the space of four years, the firm has expanded its assets under advisement to $85 billion, and

Comment & Analysis results for Archive

Family Office
May 18, 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons

Tax
May 17, 2021

Accurate After-Tax Performance Returns Can’t Be Done To Scale - Yet. 

The US wealth management sector uses a wide range of techniques to measure after-tax returns on

M and A
May 14, 2021

Critical Transition Lessons For Wealth Managers

DeVoe & Company, a firm that covers the mass of M&A activity that has been happening in the North

Family Office
May 10, 2021

How Family Offices Can Join The Health Tech Revolution

Family offices make natural investors in health technology and fields such as biotech, being

Family Office
April 23, 2021

Archegos Fallout: Don't Hit Family Offices With Blanket Red Tape - Comment

Senior private banking figures who regularly comment about family offices argue that calls to

Offshore
April 22, 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the

Investment Strategies
April 15, 2021

How Should US Investors Approach Chinese Equities Market?

US investors are arguably under-invested in Chinese equities and should change to diversify. But

Technology
April 1, 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and

Technology
March 31, 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human

Family Office
March 30, 2021

Family Offices’ Quiet Power Behind Life Sciences

A recently-announced major investment into the life sciences sector by a Middle East sovereign