The US-based bank said its new private capital group, which is designed to give institutional service to entities like family offices, is drawing stronger demand for areas such as liquidity solutions and property. The comments show how certain lenders are building out FO-orientated offerings and broadcasting this area of business.
A risk from the pandemic is that other news stories get obscured. And one such example is how hacking attacks on banks, revenue departments and other entities threaten a network of cross-border account transfer protocols such as FATCA and the Common Reporting Standard. A lawyer campaigning on the issue talks to this news service.
A global study probed the attitudes of thousands of CFA charterholders around the world about their firms' employment situation and the likelihood of changes in the coming months.
Regular FWR correspondent Charles Paikert takes a look at the world of behavioral finance, a topic that we have examined before. The turbulent financial and economic situation has thrown a sharp spotlight on this discipline.
The latest in funds and investment news from across North America. ...
The latest wealth management merger and acquisition transactions in North America. ...
The new leader takes the helm from a manager who has worked at Goldman Sachs for more than a quarter of a century. The Wall Street firm has been cranking up its wealth management game in recent years. ...
We resume our regular Wealth Talk video series by looking at some of the central issues created by the pandemic and the official polices designed to contain it. ...
Appway has been something of a trailblazer in harnessing technology to handle the onboarding chores of wealth managers as well as client lifecycle issues across the industry. ...
There has been a lot of commentary recently about how wealth managers are having to embrace digital technologies of all kinds to stay relevant. A year ago, a study found the changes were not that far advanced. G...
If you are a funds buyer, asset allocator or investment officer thinking about the sort of hedge funds that should be in the client's portfolio, here is a guide charting the world of long/short hedge funds. It s...
Here is an updated forward features list for our North American coverage. The list may be revised on occasions. There have already been some changes prompted by the pandemic. Please note in particular an upcomin...
From exclusive data provided by Highworth Research, this news service examines real estate investment activity of single family offices. The data brings some possibly surprising facts to light. ...
FWR talks to a range of North American wealth management firms about how they think clients should deploy their assets to deal with the aftermath of the pandemic, a possible second spike in the virus, and policy...