News, Comment & Analysis results for Archive

M and A
April 22, 2026

F2 Strategy Carries Out Another Acquisition

This acquisition is the sixth that F2 has carried out in three years. It is backed by Renovus

Trust Estate
April 22, 2026

Advising Young Inheritors On Obstacles, Opportunities

Inherited wealth is a responsibility and a gift, requiring guidance for those on the receiving end.

Surveys
April 21, 2026

Advisors Increasing Or Maintaining Private Equity Allocations – Blackstone Survey

Alternative assets firm Blackstone has surveyed more than 200 financial advisors across the US,

Strategy
April 21, 2026

The Expanding Oversight And Audit Universe: Technology, AI, And Complete Coverage

One of the panels at a recent FWR fintech summit for family offices, held in New York, examined how

People Moves
April 21, 2026

Marsh Names Mercer’s New Global Investment Chief

Mercer said that the new global chief investment officer will foster high-performing teams, putting

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