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Latest Comment & Analysis

Investment Strategies
May 3, 2022

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. ...

Practice Strategies
May 3, 2022

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...

Family Office
May 2, 2022

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...

Investment Strategies
April 29, 2022

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 ...

Family Office
April 8, 2022

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...

Family Business Insights
April 7, 2022

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

People Moves
May 18, 2022

NewEdge Wealth Appoints Chief Investment Officer

The business services UHNW individuals and family offices, among others. The CIO role is a newly created one. ...

M and A
May 18, 2022

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. ...

People Moves
May 18, 2022

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. ...

Family Business Insights
May 18, 2022

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? ...

New Products
May 17, 2022

Raymond James Launches Admin Support Offering

The new business line covers services that would have been otherwise handled by a branch associate. ...

Philanthropy
May 17, 2022

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. ...