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News
Citi Wealth Names New Global Head Of Wealth Planning
2+ hour, 22+ min ago (313+ words) Amanda Cheesley Deputy Editor August 17, 2026 The firm said that the new global head of wealth planning's background will be a tremendous asset to its franchise as it raises its service and advisory capabilities for its UHNW clients globally. Citi Wealth…...
Why Infrastructure Deserves Place In Wealth Portfolios
1+ day, 23+ hour ago (215+ words) Amanda Cheesley Deputy Editor August 14, 2026 After US-based assets manager KKR announced the close of its £14.3 billion ($19 billion) Global Infrastructure Investors V fund last week, a London-headquartered group explains the outlook and megatrends driving private infrastructure investment. When the times…...
Who's Moving Where In Wealth Management???? Wooster, Arden Trust, Raymond James
1+ day, 23+ hour ago (244+ words) Editorial Staff August 14, 2026 The latest executive moves, appointments and personnel changes in North American wealth management. Wooster Square Advisors Wooster Square Advisors, an investment management firm based in New Haven, Connecticut, has appointed Kim Welch as a wealth manager. Welch,…...
The Sustainability Phenomenon: Kinetic7 Technologies, Aquarius Capital, PIF Energy
2+ day, 13+ min ago (188+ words) Editorial Staff August 14, 2026 The latest developments in the sustainability space. The venture, targeted at the US and Europe, Middle East, Africa (EMEA) region, brings together Parishâs Abu Dhabi-headquartered Kinetic7 Technologies and Aquarius Capital with Dallas-based PIF Energy, creating a company…...
bfinance Outlines Case For Infrastructure
2+ day, 4+ hour ago (200+ words) Amanda Cheesley Deputy Editor August 14, 2026 After US-based assets manager KKR announced the close of its £14.3 billion ($19 billion) Global Infrastructure Investors V fund last week, Anish Butani at London-headquartered bfinance shares his insights on the outlook and megatrends driving private…...
US Treasury Permanently Ends BO Reporting Requirement On US Persons, Corporates
3+ day, 22+ min ago (309+ words) Tom Burroughes Group Editor August 13, 2026 This week, the US government ratcheted up debate on how far authorities can go in putting beneficial ownership data into the public domain. US companies and US persons have permanent assurance that they donât…...
Gold Retains Wealth Management Allure
2+ day, 23+ hour ago (289+ words) Amanda Cheesley Deputy Editor August 13, 2026 After the gold price jumped significantly over the past week, UBS Global Wealth Management, together with other wealth managers, discuss the outlook and the benefits of including gold in investorsâ portfolios. After gold rose to…...
EXCLUSIVE: Prominent Family Thought Leader Jay Hughes Joins Advisory Firm
2+ day, 23+ hour ago (258+ words) Tom Burroughes Group Editor August 13, 2026 Jay Hughes, who has spoken to FWR in the past about his writings and analysis of family dynamics, wellbeing and power relationships, has a new role with an advisory firm focused on developing a rising…...
Revenues Rise, Loss Narrows At AITi Global
2+ day, 23+ hour ago (442+ words) Tom Burroughes Group Editor August 13, 2026 The figures came out shortly after fresh speculation arose over a change in the wealth management group's ownership structure, including a possible de-listing. Earlier this week, AITi Global reported an 11 per cent rise in consolidated…...
Who's Moving Where In Wealth Management???? Dynasty Financial Partners, LPL, Others
2+ day, 23+ hour ago (141+ words) Editorial Staff August 13, 2026 The latest executive moves, appointments and personnel changes in North American wealth management. Dynasty created the EiR role in 2023 to provide content and coaching for chief executives in Dynastyâs network of RIAs. He is the second…...