News results for Archive

Practice Strategies
June 21, 2021

Impact Investing: Has Its Day Come?

It is still a disjointed sector that is struggling to compete with traditional finance. What

Awards
June 21, 2021

Ninth Annual Family Wealth Report Awards 2022 - Nominations Open

Nominations are now open for the FWR awards program for 2022.

People Moves
June 21, 2021

CFA Institute Names Americas MD

The Institute, which plays a central role in accrediting and training wealth industry professionals

Reports
June 21, 2021

"Scaling Home" As Key To Improved Bank Efficiency, Returns - Study

The study revealed massive variations in the concentration and fragmentation of major banking

Alt Investments
June 18, 2021

Outlook Brightens For World's Asset Management Industry - Moody's

A major reason for the improved outlook, Moody's said, is the continued growth in private markets'

People Moves
June 18, 2021

Seattle's Laird Norton WM Appoints New Investment Chief

The new CIO comes with three decades of experience, working at firms such as Northern Trust,

M and A
June 18, 2021

JP Morgan Chase Pushes Into UK's "Robo" Market, Agrees Nutmeg Deal

Launched in 2012, Nutmeg was designed to shake up conventional wealth management by automating

People Moves
June 18, 2021

Who's Moving Where In Wealth Management? - LongRange Capital

The latest senior moves in wealth and asset management from across the US.

M and A
May 21, 2021

Southeastern Wealth Firm Builds Transitions, Recruitment Arm

The rise of this new business category speaks to a busy M&A and succession trend in parts of the

Banking Crisis
June 17, 2021

Fed Signals Tighter Policy - Wealth Managers' Reactions

A majority of US Federal Reserve rate-setters forecast two rate hikes in 2023 rather than none as

Comment & Analysis results for Archive

Tax
June 9, 2021

Anxious Times For IFCs After G7 Corporate Tax Accord

After the Group of Seven nations agreed on a minimum 15 per cent corporate tax rate, IFCs have

Family Office
June 8, 2021

Interview: Protecting Wealth, Not Getting More, Should Be Family Office Goal

We talk to a third-gen. family member of a Zurich and Tel Aviv wealth manager and author about the

Wealth Strategies
May 25, 2021

What It Means To Be A "Contrarian" Value Investor

Blindly practising time-honored value investing is a dangerous occupation, not least because of the

Awards
May 24, 2021

Breeding Great Wealth Advisors - Interview With Jamie McLaughlin

Jamie McLaughlin - honored by this news service's awards program, runs a management consulting firm

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