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Latest Comment & Analysis

Client Affairs
September 22, 2022

When Financial Storms Build, Consider Excess Deposit Bonds

Many wealthy people want to park their wealth in financial institutions to ride out market storms, but there are risks to this option. What tools exist to give peace of mind? ...

Company Profiles
September 19, 2022

Keeping Investment Under The Roof At Manhattan West

We catch up with a US wealth management firm that chooses to keep its investment management in-house rather than outsource it. ...

Alt Investments
September 19, 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient commodity market, overcoming historic factors that have previously prevented this. So far, only 1 to 2 per cent o...

August 29, 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to follow. Financial hubs also compete as registration locations for aircraft; the sector also attracts investment from ...

August 16, 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy toward areas such as wind, solar, hydrogen, biomass and other sources has, among other events, been interrupted by Russia's squeeze of gas exports to ...

Wealth Strategies
August 1, 2022

Partners Capital Brings "Endowment Mindset" To Investments

The firm, founded in 2001, is one of a number of outsourced CIOs overseeing money for institutions and UHNW individuals. Perhaps unsurprisingly, it says inflation is top of mind as a concern for clients. ...

Latest News

M and A
October 5, 2022

Mercer Advisors Targets California

Mercer Global Advisors enhances its California presence after acquisition. ...

M and A
October 5, 2022

MAI Retirement Launched After Acquisition

The acquisition introduces a new business unit for MAI, adding retirement plan consulting capabilities and marking its formal entry point into the retirement plan space ...

Practice Strategies
October 5, 2022

Luxury Institute Unveils Private Client Professional Certification

The move is an example of the kind of professional certification and accreditation programs that exist in the wider wealth management arena. ...

October 5, 2022

Envestnet, Aite-Novarica Roll Out Advisor Scorecard

How do wealth managers measure and improve their performance in areas such as breadth of information, the ability to handle different goals, engage spouses and many more capabilities? A new scorecard for these a...

People Moves
October 5, 2022

Who's Moving Where In Wealth Management? – Argent, Raymond James

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

Alt Investments
October 4, 2022

iCapital Ties The Knot With Another Investment Player

The rise of firms such as iCapital is part of a wider story of how investments such as private equity, private credit, real estate, infrastructure and venture capital have become more popular. Typically less liq...