News, Comment & Analysis results for Archive
Acquisition-Hungry Corient Snaps Up Another Business
Since it was formed by CI Financial in Canada, the Miami-headquartered business has been on a
Liechtenstein Court Decision Is Wake-Up Call For Baby Boomers, Wealth Managers
A recent court case concerning a small European financial center raises questions on how robust
“Accelerating” AI, Private Credit, Secondaries And Direct Investments – FWR Forum
Our US correspondent attended the FWR Family Office Forum in Manhattan to hear views from industry
Deals Of The Day: The Latest In Wealth Management M&A – Emigrant Partners, WealthReach
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
How The Sixth Level Framework And Belonging Hold Family Offices Together
The article explores on the qualities that hold members of family offices together in the face of
Comment & Analysis results for Archive
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives"
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors
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
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