Latest Comment & Analysis
Behavioral Finance’s Next Step To Going Mainstream
The investment approach shaped by ideas about behavior and how humans actually conduct themselves is becoming more a part of the regular wealth sector conversation. Controversies and questions remain. ...
The Perfect "Sandbox" – How Avaloq Innovates In The Cloud
We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the cloud enables wealth managers to adjust their needs and other resources flexibly – an important consideration whe...
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices on the database of Highworth Research – an organization working with Family Wealth Report – throws up all kinds of useful data points for people tracking the se...
Investing Amid Stagflation: US Wealth Managers' Perspectives
US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy and demands from investors for returns. We talk to three organizations about their views on everything from bond ...
Charting Family Offices' Needs
What should family offices do in-house and what should they outsource? Should certain families create these structures at all, or choose another course? And what do different generations want, and need help with...
Leadership, Fathers And Matriarchs: An Interview With Amy Hart Clyne
FWR recently sat down with a book author and thought leader to explore women's perspectives on business leadership, the dynamics of wealthy families, and more. ...
Latest News
NewEdge Wealth Appoints Chief Investment Officer
The business services UHNW individuals and family offices, among others. The CIO role is a newly created one. ...
Allianz GI To Take Stake In US Investment House, Shift Assets
The latest senior wealth management moves and appointments in the North American wealth management industry. ...
Who's Moving Where In Wealth Management? – The Colony Group, SVB Private, Others
The latest moves and appointments in the North American wealth management industry. ...
Economic Woes May Slow Business Transitions, Activity Remains Busy
This news service talks to UBS in the US about the work its specialist advisors undertake with owners of SMEs looking to quit the business trenches. What sort of emotional and practical issues arise? ...
Raymond James Launches Admin Support Offering
The new business line covers services that would have been otherwise handled by a branch associate. ...
Most HNW Individuals Have Charitable Strategy, More Mulling One – Study
The findings suggest that there is more work that advisors can do to guide HNW clients on philanthropy, including guidance on the complexities of which structure to use. ...
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WealthTalk - Awards Videos
Lombard International Assurance's Specialist Wealth Offering
Duration: 1.33m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: How Russia's Invasion Of Ukraine Might Affect Wealth Management
Duration: 6.42m
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WEALTH TALK: Making Wealth Technology Count – In Conversation With April Rudin
Duration: 8.60m