People Moves
July 1, 2025

Summary Of North American Moves In Wealth Management – May 2025

In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,

WM Market Reports
June 20, 2025

US Wealth, Asset Management Dealmaking Space Slows In Q2 – PwC

For more than a decade, busy M&A activity in the wealth and asset management sector has been a

M and A
May 20, 2025

Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025

Among the larger deals was the Corient transaction for Geller's family office business, an

People Moves
May 15, 2025

Emigrant Bank Names Family Offices Services Head

The senior wealth industry figure is taking up the new role of head of family office services at

Strategy
March 24, 2025

Future Proof Comes To Miami Beach: Sand, Sun And Speed Dating

Our US correspondent attended a "Future Proof" conference in Miami Beach to take the temperature of

M and A
February 3, 2025

How – And Why – MFOs Are Cashing In On The M&A Boom

Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition

M and A
January 31, 2025

Pitcairn's Advised Assets Surpass $9 Billion After Acquisition

For this MFO, the deal adds to capabilities in areas such as alternative investment, an

Investment Strategies
November 29, 2024

WEALTH TALK: Looking Beyond US Election Result: In Conversation With Pitcairn

Wealth Strategies
April 5, 2024

Optimism With – Caveats – Colors Pitcairn Prognosis 

The message from the multi-family office is that you must be an optimist if you're a long-term

People Moves
December 7, 2023

Summary Of North American Executive Moves In Wealth Management – September 2023

September saw a number of senior moves at organizations such as Rockefeller and Pitcairn,