Asset Management
October 4, 2022

How Wealth Managers Approach Thematic Investing

This article examines the topic of thematic investing, an approach portfolio managers use for

Investment Strategies
January 18, 2022

How Will Rising Interest Rates Affect The Market?

We talk to economists about whether the sharp rise in inflation – and likely path of higher

Tax
March 18, 2021

Investors May Accelerate Portfolio Shifts Amid CGT Threat

The chance that US capital gains tax could rise sharply might mean that investors planning to

M and A
January 5, 2021

Hightower Makes Biggest M&A Move In 12-Year History

This transaction is the largest that the 12-year-old wealth management group has so far executed.

People Moves
November 6, 2017

Summary Of Executive Moves In North America Wealth Management - September 2017

Among many highlights was a raft of hires of teams and individuals by RBC Wealth Management in

People Moves
September 7, 2017

Investment Manager Appoints President, COO

The new COO has been with the firm since 2011.

People Moves
July 6, 2015

Summary Of Industry Moves In The Americas: June 2015

Here is a round-up of the senior moves covered by Family Wealth Report during the month of June

People Moves
June 9, 2015

California Wealth Advisor Rounds Out San Francisco Branch

The California-based wealth advisor has made two hires from JP Morgan at its new office in San

New Office
March 19, 2015

California Wealth Advisor Expands In The Golden State, Plans More US Office Launches

The California firm says the new office opening in San Francisco is a first step in the company’s

M and A
November 1, 2013

Canadian Firm Closes Two Acquisitions, Adds $8.1 Billion In AuM