News, Comment & Analysis results for Archive

ESG
April 30, 2026

Why Impact Investing Is Becoming A Family Office Governance Question

The author argues that impact investing is not about aligning with values – the real issue is

Strategy
April 29, 2026

Cetera Unveils $19 Billion Employee-Advisor RIA

With succession and managing growth being important issues for RIAs, the Cetera business model is

Financial Results
April 29, 2026

UBS Q1 2026 Profits Surge, Reiterates Cost Impact Of Proposed Swiss Capital Rise

Reporting a large rise in profit and rising assets in its wealth business, the Zurich-headquartered

Alt Investments
April 29, 2026

Perfect Matches: Connecting Private Wealth With Direct Deals

The participants in this "fireside chat" at the recent FWR forum for family offices, held in New

Alt Investments
April 29, 2026

The Upcoming Uranium Supply Crunch

Over the past two years, the positive narrative around uranium has been driven almost entirely by

Comment & Analysis results for Archive

Asset Management
July 7, 2025

Index Investing – How To Solve The "Reconstitution" Problem

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a

Alt Investments
June 30, 2025

Biggest Fans Of Alternatives? Family Offices, UHNW Clients

Whatever questions arise about the increased noise around private markets – aka "alternatives"

Alt Investments
June 26, 2025

Alternatives Face Mounting Scrutiny, Skepticism

In the first of two articles looking at the growing use by HNW, affluent and even retail investors

Strategy
June 24, 2025

The Beautiful Game: How Citi Wealth Works With Sports Team Owners

With multi-millionaires and billionaires spending huge amounts on sports teams in the US and

Family Office
June 5, 2025

A Finger On The Pulse: Squire Patton Boggs' Family Office Practice

We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector