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Latest News

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Philanthropy - September 22, 2020

Cohen's Sports Team Purchase Continues A Trend

Cohen is part of a recent trend of Wall Street financiers and investors who turned their firms into family offices, albeit for different reasons. Cohen now runs third-party money again, although he also has his ...

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M and A - September 22, 2020

CI's Acquisition March Keeps Going

The Canadian group is averaging one acquisition a month hoovering up RIAs in important US business hubs. In September it has snapped up a Cincinnati business that will push AuM in the Midwest to $5 billion. ...

Comment and Analysis

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Family Business Insights - September 4, 2020

Family-Owned Businesses Withstand COVID Assaults

Credit Suisse Research Institute has published its latest findings on the resilience of family-owned companies across a number of regions, and how they have performed against their non-family counterparts in the...

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Reports - August 21, 2020

WEALTH TALK: Focus On Bank Results, Life After LIBOR

The latest Wealth Talk video covers the results of banks - and how some of them have been able to withstand the storms of recent months - and important changes to how inter-bank interest rates are being set. ...

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Strategy - August 11, 2020

How Recruiting For Wealth Management Looks Right Now

We look across the wealth management jobs market to examine recruitment trends, remuneration and changes wrought not just by the pandemic but by other forces affecting the sector. ...