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Latest News

Technology
11 May 2021

UBS Reportedly Joins Cryptocurrency Party

A number of the world's largest financial institutions have started to offer cryptocurrency services to HNW clients, as the area continues on a seemingly relentless trend. ...

Awards
11 May 2021

EXCLUSIVE: Family Wealth Report Awards 2021 - Video Interview With CIBC Private Wealth

Here is another video interview relating to our North American awards, as announced last week. We talk to CIBC Private Wealth. ...

People Moves
11 May 2021

Who's Moving Where In Wealth Management? - Crestbridge, Raymond James, Others

The latest senior wealth management moves in North America. ...

M and A
10 May 2021

Wealth Advisors’ M&A Trend – What’s Driving The Market

A number of forces are driving M&A deals in the US registered investment advisor space and a study examines how certain types of business are gaining an edge. ...

Awards
10 May 2021

Family Wealth Report Awards: Video Interviews - Summitas, FundCount

Here are more video interviews with the firms and individuals who won at our North American awards, as announced last week. ...

Alt Investments
10 May 2021

Hedge Funds Continue Strong Run, Crypto-Strategies Surge

Among the brightest spots in the data were the red-hot returns chalked up by hedge funds playing in the digital assets space. ...

People Moves
10 May 2021

Who's Moving Where In Wealth Management? - D A Davidson & Co, Raymond James

The latest senior wealth management moves in North America. ...

People Moves
8 May 2021

Who's Moving Where In Wealth Management? - Glenmede

The latest senior wealth management executive moves in North America. ...

Awards
7 May 2021

EXCLUSIVE: BMO Explains Award-Winning Success, Strategy

After yesterday's announcement of the Family Wealth Report Awards 2021 program, we are running a series of videos. Stay tuned in coming weeks for more. ...

Strategy
7 May 2021

Goldman Sachs Wants Office Work To Resume

Financial organizations are positioning for how to arrange working arrangements after the pandemic (hopefully) winds down in parts of the world. ...

Compliance
7 May 2021

Compliance Corner: SEC, Gary Gensler

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...

People Moves
7 May 2021

Who's Moving Where In Wealth Management? - Vistra

The latest senior moves in wealth and asset management from across the US. ...

Trust Estate
7 May 2021

HNW Investors In Tax Firing Line - Wealth Managers' Comments

Householders making more than $400,000 are going to see higher taxes, putting a premium on smart financial and estate planning. Wealth managers discuss what approaches to take and what sort of conversations are ...

M and A
6 May 2021

InvestCloud Boosts Financial Planning Firepower With Acquisition

InvestCloud said it is making the deal at a time when turbulent markets make the need for financial planning more urgent. In the US alone, the financial planning sector is worth $52.9 billion, and slated to grow...

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes

Comment and Analysis

“Our research-driven features explore the most relevant topics for wealth managers, ranging from how technology shapes the industry through to which international financial centres make the largest impact. Our editorial and research teams draw on deep experience to bring readers the insights they need to drive profitable businesses in a fast-changing world.”

Tom Burroughes, Group Editor

Family Office
10 May 2021

How Family Offices Can Join The Health Tech Revolution

Family offices make natural investors in health technology and fields such as biotech, being holders of "patient capital" and able and willing to invest for years. This article examines the details of what sort ...

Family Office
23 April 2021

Archegos Fallout: Don't Hit Family Offices With Blanket Red Tape - Comment

Senior private banking figures who regularly comment about family offices argue that calls to regulate FOs in the wake of the Archegos blow-up are misguided and could do more harm than good. ...

Offshore
22 April 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the number of Americans seeking to give up their citizenship, an advisor working in the space says. ...

Investment Strategies
15 April 2021

How Should US Investors Approach Chinese Equities Market?

US investors are arguably under-invested in Chinese equities and should change to diversify. But China's regulatory landscape and corporate governance - or the lack of it - are big concerns. Trade tensions, such...

Technology
1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and increase client engagement. But this requires careful thought about advice monitoring, efficiency and - of course - com...

Technology
31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human elements of their offerings that create lasting value. Darren Berkowicz, Managing Director at SS&C Technologies...

Research Reports

“We’re lucky to have an unparalleled network among the industry, encompassing the most senior executives along with those on the front line across all its segments. This allows us to delve deeply into every issue affecting the wealth industry and also to drive the discourse on key strategic issues.”

Wendy Spires, Head of Research

Article Categories

Alt Investments
23 December 2020

Embracing Equity Options In A Volatile World

A fund harnessing tech such as artificial intelligence operates in the market for options, a familiar form of financial derivative used to both magnify returns and hedge certain risks. FWR talks to its manager a...

Alt Investments
3 August 2020

We Need To Talk About Gold: The Price Surge

The gold price is flirting with the $2,000 per tonne level and a number of forces have been pushing up the price in recent months. This classic safe-haven asset is in play during nervous times. And massive centr...

Alt Investments
28 May 2020

How To Pick A Long/Short Equity Hedge Fund Manager?

If you are a funds buyer, asset allocator or investment officer thinking about the sort of hedge funds that should be in the client's portfolio, here is a guide charting the world of long/short hedge funds. It s...

Alt Investments
18 May 2020

Single Family Offices' Real Estate Investments: The Shadow Of COVID-19

From exclusive data provided by Highworth Research, this news service examines real estate investment activity of single family offices. The data brings some possibly surprising facts to light. ...

Alt Investments
12 May 2020

Hunting Private Equity Opportunities In Stressed Times

This news service looks at private equity and related private markets investors, such as those focusing on distressed opportunities amid the current extraordinary global economic slowdown. ...

Alt Investments
23 December 2019

Family Offices’ Gold Allocations Are Modest – With One Exception

Single family offices don't allocate major chunks of their total wealth to gold, although there are some outliers and examples of significant holdings. Gold has been the classic portfolio insurance asset down th...

Asset Management
20 April 2020

Asset Managers Flex Muscles In Share Voting Season

There have been calls to improve transparency and the way shareholders participate in the proxy voting season as social and governance issues take on new urgency. ...

Asset Management
13 December 2019

How Sustainability Is Redefining Asset Management

Sustainability has undeniably been the buzzword of 2019. This guest piece from the strategy team at Liquidnet examines the appetite for ESG and where the challenges lie. The author notes that in Europe alone, la...

Asset Management
6 September 2019

What Does The Risk Of No-Deal Brexit Mean For Investors? RBC Commentary

RBC Wealth Management's head of investment strategy comments after an extraordinary week in Westminster. ...

Asset Management
25 July 2019

Private Investments: Three Things To Consider Before Joining The 40 Per Cent Club

The 40 per cent club refers to institutions with 40 per cent of total portfolio allocation committed to private investments. They do this for good reason argues Cambridge Associates' managing director, and more ...

Asset Management
10 August 2017

GUEST ARTICLE: Systemic Risk In The Rise Of Passive Investments

Passive investment certainly has an important role to play. With low costs, ease of use and strong recent performance but is but is an incomplete investment solution, concealing risks and introducing bias, the a...

Asset Management
1 December 2014

Swiss Independent Wealth Managers: Challenges & Opportunities Ahead - 2014

Published in 2014 by ClearView Financial Media Ltd In Association with Coutts ...

Art
21 December 2020

Online Art Auction Growth Here To Stay - Citi Private Bank Study

The fine art auction market can act as a temperature measure for how high net worth and ultra-HNW people feel about the state of the economy and their own finances. Growth of online art auctions has increased ra...

Art
11 August 2020

Donating Tangible Assets: Alternatives To Selling Art, Collectibles - Part Two

This second half of a two-part article examines ways of transferring art without actually selling it, in order to reduce tax liabilities and retain art within a family or some kind of structure enduring beyond t...

Art
10 August 2020

Donating Tangible Assets: Alternatives To Selling Art, Collectibles - Part One

This two-part article examines the ways of transferring art without actually selling it, in order to reduce issues around tax and also to retain art within a family or some kind of structure enduring beyond the ...

Art
28 July 2020

The Art Market: What Has Changed, What Should Stick

The pandemic offers art world players a chance to make big industry changes. This view, from a long-time collector, marks a fresh look at this important asset class for coverage in August. The last few months fo...

Art
23 November 2018

Managing the Family Art Collection As A Family Business

The author of this item, an expert on fine art and investment, argues that just like a family business, every family collection needs management both for itself and in order to share it with the outside world. ...

Client Affairs
22 December 2020

WEALTH TALK: Cross-Border Financial Products, Services - Examining The Risks

This is the eighth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
8 December 2020

WEALTH TALK: Anti-Corruption Probes, Extradition Risks In Africa

This is the seventh edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
10 November 2020

WEALTH TALK: Exploring Cross-Border Reputation Management

This is the fifth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
30 October 2020

WEALTH TALK: Focus On Tax, Estate Planning Scramble Pre-US Elections

In this video, we discuss the kind of workload US wealth managers must contend with in the days ahead of the US elections on Tuesday next week. ...

Client Affairs
29 September 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Hong Kong

This is the second episode of a video series by this news service in partnership with international law firm, Kobre & Kim. The focus here is on Hong Kong, the impact of mainland China's new national security law...

Client Affairs
15 September 2020

WEALTH TALK: A New Private Client Video Series With Kobre & Kim

This is the start of a new video series by this news service in partnership with international law firm, Kobre & Kim. It covers a range of conversations about private client topics. ...

Compliance
24 November 2020

WEALTH TALK: Where Fine Art And AML Meets

This is the sixth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Legal
23 November 2020

When HNW Business Owners' Marriages Go Sour: Structured Solutions

This news service talks to Northern Trust about the kind of complexities arising when business owners and their spouses break up, and the sort of structures and methods that can be used to make the process less ...

Compliance
13 November 2020

Let Fundraising Begin: SEC Harmonizes Private Offering Regime

Regulations over how private investments can be offered into the market have been adjusted by the Securities and Exchange Commission. The author of this article examines the changes in detail. The detail here is...

Compliance
27 October 2020

Suspicious Activity Reports: A Reality Check

September's FinCEN leak exposed fundamental flaws in AML compliance. Add this to the risk of financial crime posed by COVID-19 and compliance managers have their work cut out. This commentary from a risk special...

Compliance
13 October 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On US Sanctions Against Venezuela

This is the third edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Compliance
31 July 2020

WEALTH TALK America: Focus On Regulation Best Interest

As part of Family Wealth Report's series of Wealth Talk videos, we speak to a prominent US wealth management industry figure about the Regulation Best Interest legislation, and why he is concerned about how it w...

Family Office
10 May 2021

How Family Offices Can Join The Health Tech Revolution

Family offices make natural investors in health technology and fields such as biotech, being holders of "patient capital" and able and willing to invest for years. This article examines the details of what sort ...

Family Office
23 April 2021

Archegos Fallout: Don't Hit Family Offices With Blanket Red Tape - Comment

Senior private banking figures who regularly comment about family offices argue that calls to regulate FOs in the wake of the Archegos blow-up are misguided and could do more harm than good. ...

Family Office
30 March 2021

Family Offices’ Quiet Power Behind Life Sciences

A recently-announced major investment into the life sciences sector by a Middle East sovereign wealth fund made headlines. But family offices have been quietly working in the space for years. And the latest deve...

Family Office
9 March 2021

How COVID-19 Changes Family Office Market

This news service talks to the MD of SEI Family Office Services about the work it does in the family offices sector and the challenges and trends it sees. ...

Family Office
7 December 2020

Updating Family Office Guidance For Uncertain Times

The author of a handbook aimed at family offices has updated the first edition, and with so much change in the sector, the revision was necessary. Kirby Rosplock talks to one of our regular correspondents and in...

Family Office
9 October 2020

Protecting Family Offices In Remote Working Age

What steps should family offices take to protect cybersecurity at a time when family and non-family members are working from home? Coping with a biological virus can actually increase the risks of falling victim...

Investment Strategies
15 April 2021

How Should US Investors Approach Chinese Equities Market?

US investors are arguably under-invested in Chinese equities and should change to diversify. But China's regulatory landscape and corporate governance - or the lack of it - are big concerns. Trade tensions, such...

Investment Strategies
3 March 2021

What To Make Of "Blank Check" Fundraising Surge

The SPAC sector has expanded so rapidly in the past year or so that it has caught attention in some unexpected quarters and also generated a few concerns. The CIO of a Swiss private bank looks over the terrain. ...

Investment Strategies
8 January 2021

The Venture Capital Promise Of Health, Wellness Sectors

This news service talks to a US venture capital firm that operates in health-related sectors, stretching from foods, personal care and beauty. It is an example of the kind of sectoral approaches that drive sourc...

Investment Strategies
24 September 2020

Pandemic: ESG's Deathknell Or New Beginning?

What effect has the global pandemic had on the trend known as ESG investing? Is it a net plus for the idea or has it actually pushed the concept backwards? If the focus in the coming months is on how to raise gr...

Investment Strategies
22 September 2020

Context Is King: What Previous Downturns, Turning Points Tell Investors

Past market falls and shifts can help inform investors about the current environment, but one vital take-home point is that patient investors tend to be rewarded. Today's stock market, with its wide dispersion o...

Investment Strategies
1 June 2020

Pandemic Payoff - The Time For Behavioral Finance Is Now

Regular FWR correspondent Charles Paikert takes a look at the world of behavioral finance, a topic that we have examined before. The turbulent financial and economic situation has thrown a sharp spotlight on thi...

WM Market Reports
29 January 2021

Family Offices Remain Overwhelmingly Male-Dominated - Study

The family office industry remains male-dominated, but those who work in it aren't perhaps as old as might be assumed. A new report seeks to illuminate the population characteristics of people who toil in the in...

WM Market Reports
23 December 2020

Can SPACs Work In The RIA Market?

The number of special purpose acquisition companies entering the market has risen by more than four times this year. These entities provide buyers with a low-cost entry into the vehicle and the stakes become a l...

WM Market Reports
11 November 2020

WEALTH TALK: Focus On US Regional Markets

This video features a discussion on the work this publication has done to map two important regional markets in the US. ...

WM Market Reports
19 October 2020

Seattle Wealth Management Market: Can Explosive Growth Continue?

The Seattle wealth management sector has grown rapidly and its prowess is underscored by a number of M&A deals and launches. But as readers know, the city has had its share of problems. How should industry figur...

WM Market Reports
24 August 2020

Review: The Rich In Public Opinion By Rainer Zitelmann

This news service reviews a chunky new study of how people in the US, Germany, the UK, France and other places view the wealthy and what those attitudes suggest for the future. It also has lessons for those advi...

WM Market Reports
13 July 2020

The Dallas Landscape: "A Huge Wealth Creation Machine"

This news service looks at the Dallas wealth management arena and its surrounding market in Texas, noting the strength of business among a cluster of firms, some local characteristics, and what is driving the se...

Offshore
22 April 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the number of Americans seeking to give up their citizenship, an advisor working in the space says. ...

Offshore
27 October 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Brazil, Asset Forfeiture

This is the fourth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Offshore
9 October 2019

The Bahamas Is Open For Business, Developing New Offerings - Breakfast Briefing

This publication held a conference in New York recently to discuss issues to do with international financial centers, particularly from the viewpoint of the Bahamas. ...

Offshore
17 April 2019

The Bahamas Clear Choice Innovation, Expertise, Location, Regulation

...

Offshore
14 December 2017

Fraud investigations in the offshore world: a primer

Kenneth Krys, a certified fraud examiner for the past twenty-five years, discusses the most popular means by which fraudsters use the offshore world. He describes the tools that investigators use the most often ...

Offshore
19 November 2012

INTERVIEW: A Life Aboard Ship As A Way To Solve US Visa Blockages On Start-Ups

The West Coast of the US is renowned for its tech start-ups but even by these standards, the idea of a "sea-stead” community for businesses off the California coast is audacious. But wealth managers should tak...

Philanthropy
5 June 2020

HNW Philanthropy Distributions Surge Amid Pandemic

Holders of different charitable structures have ramped up distributions to various causes as a result of COVID-19, highlighting how the philanthropy side of wealth management is handling the crisis. ...

Philanthropy
17 March 2020

Philanthropy In The Age Of COVID-19

The global COVID-19 crisis raises questions for a number of areas and philanthropy is certainly involved in this. Whether it be funding for medical treatment and research and care for vulnerable groups, a number...

Philanthropy
2 January 2020

Paying It Forward: A Donor’s Manual to Scholarships

Funding college scholarships is a central feature of education philanthropy. The area is full of complexity, however, and it is possible for benefactors to err. This article explores the details and recommends h...

Philanthropy
18 December 2019

Scaling Up Philanthropy - The View From UBS

It is the world's largest wealth management firm and it is also a major player advising clients about philanthropy. Just as economies of scale apply in parts of the financial services space, they bring efficienc...

Philanthropy
4 December 2019

The Giving Season: Wilmington Trust's Philanthropy Approach

We continue our series on philanthropy and wealth management, talking to Wilmington Trust. ...

Philanthropy
16 September 2019

HNW Families Don't Let Children Discuss Philanthropy Enough - Key Private Bank

Different surveys identify a communications barrier between HNW parents and their offspring. The wealth management sector must play a more proactive role in driving change ...

Strategy
8 March 2021

Israel's Accord With The UAE Brims With Private Banking Potential - Citigroup

The "Abraham Accords" between Israel, the UAE, Bahrain and Morocco create important opportunities for trade and investment flows. One of the world's largest private bank argues that its footprint and capabilitie...

Strategy
11 February 2021

WEALTH TALK: Focus On Client Segmentation Strategy

This news service talks to a nationwide US wealth manager about the approach it takes to client segmentation and how it is faring in the current environment. ...

Strategy
20 January 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged living standards, fostered inequality and other problems. It describes the world that the wealth industry inhabits, a...

Strategy
6 January 2021

A Rich Menu: The Colony Group's CEO Trumpets Segmentation Stance

An enduring debate in wealth management is how advisors should segment clients, or should they at all? Should they be guided by financial metrics, such as minimum investible assets, or by sources of the money? W...

Strategy
14 December 2020

Updated Forward Features Schedule To December 2021

Here is an updated forward features list for our global coverage. The list may be revised on occasions depending on major news events. ...

Strategy
1 September 2020

How Growth-Minded Investment Managers Can Thrive In New Landscape

The wealth and investment management sector has been heavily tested by the coronavirus. Markets have - thanks to large infusions of central bank money - recovered sharply from their sell-off, but the dislocation...

Surveys
30 June 2020

Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated

There is much talk in the wealth industry about the importance of talent management but what institutions work to develop the skills and aptitudes? Here is a list from organizations around the world. ...

Surveys
7 April 2020

COVID-19 Hammers Billionaires, Some Escape Downdraft – Report

The market slump has wiped hundreds of billions from the portfolios of the world's richest men and women. A study from Asia shows that among the handful who bucked the trend, all of them were from China. ...

Surveys
17 January 2014

Emerging Millionaires: An Opportunity For Advisors - But Expect A Change In Demographics - Survey

An alarming 77 per cent of those on the cusp of entering millionaire territory don’t have a written financial plan, while a similar percentage aren’t confident in their ability to invest, a new study shows. ...

Surveys
26 September 2012

Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study

Three-quarters of estate plans relating to HNW clients are at least three years old, yet an overwhelming 95 per cent of these clients have experienced “significant changes” since the plans were drawn up, a n...

Surveys
26 April 2012

What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations

While the worst of the financial crisis may be over, members of the exclusive Tiger 21 peer-to-peer network feel “we are no way in the clear,” according to their asset allocations for the first quarter. ...

Surveys
18 January 2012

Wealthy Agree That Their Wealth Brings Responsibility, Even In Tough Times

Millionaires in the US feel that their wealth comes with a responsibility to help the country through its challenges, a new survey from PNC Wealth Management reveals. ...

Tax
23 January 2020

A Proposed US Wealth Tax: How To Prepare

Cresset, the US wealth management firm that has expanded rapidly in the past couple of years, explains what could and should be done to prepare clients if a wealth tax is enacted in the US. ...

Tax
29 October 2019

Cresset's Big Qualified Opportunity Zone Ambitions

The wealth management firm talked to this publication about its QOZ investment strategies. ...

Tax
17 January 2018

GUEST ARTICLE: Charles Lowenhaupt On What the New Tax Law Means for Families of Significant Wealth

With the new US tax rules in force, a prominent US wealth management figure examines the fallout, concluding that families must beware the error letting the tax "tail" wag the wealth "dog". ...

Tax
15 January 2018

Wilmington Trust Gives More Thoughts On How HNW Clients, Institutions Will Be Affected By Tax Changes

The Delaware-based wealth management firm, located in a state renowned as a trusts jurisdiction, talks to FWR about the recent federal tax changes. ...

Tax
22 May 2014

Law Firm McDermott Will & Emery On Globalization, Tax Planning

Globalization is making the world a much smaller place. Here are some insights on the ramifications on tax planning and how this affects where individuals choose to reside and do business. ...

Tax
11 January 2013

Guest Article: IRS Tax Authority Continues Pursuit Of HNW Individuals And Family Offices

In a guest article, three experts look at the US tax authority's audit program that wealthy individuuals and family offices must be aware of....

Technology
1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and increase client engagement. But this requires careful thought about advice monitoring, efficiency and - of course - com...

Technology
31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human elements of their offerings that create lasting value. Darren Berkowicz, Managing Director at SS&C Technologies...

Technology
30 March 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the administrative aspects of advisors learning about their clients, while treating those clients as robots. Greg Davies, Head o...

Technology
29 March 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be – and in many senses. Thomas Imhof, Regulatory Engineer at Apiax, explains how firms are turbocharging their ...

Technology
25 March 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about creating an entire experience to secure clients. Christine Schmid, Head of Strategy at additiv, reviews the true oppo...

Technology
23 March 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is out. Beginning the publication and its chapters, Roopalee Dave, Director, Wealth Management, and Hassan Suf...

Trust Estate
30 November 2020

Translating Private Foundations To Common Law World

There are reasons to be optimistic about transplantating the private foundation to the common law world. As international financial centre law gets more complex, foundations must be a part of the landscape, the ...

Trust Estate
16 November 2020

Talking About Wealth: Interview With Jennifer Risher

How can families adjust to making a fortune without bending normal relationships out of shape and retaining drive and ambition, such as with children. This news service talks to Jennifer Risher, author of We Nee...

Trust Estate
29 October 2020

What’s In A Name? Handling Intellectual Property In Life And Death

This article delves into the world of intellectual property rights and how these fit into areas such as estate planning, wealth transfer and arguments about such topics. ...

Trust Estate
27 July 2020

Art Markets are Bullish:  What's The Value Of Art In Your Estate?

Holding artworks as part of an estate raises a number of considerations when it comes to transfer, taxation and control. The author of this article goes through how these factors play out in the US. ...

Trust Estate
14 April 2020

Navigating Complexities Of Fairness And Equality In Family Enterprises

Treating family members equally is not always the same as treating them fairly, and vice versa. To address this tricky "political" issue as it affects wealth transfer and control is an expert from Cresset, the U...

Trust Estate
17 February 2020

The Rise Of The Convenience Generation

This article argues that the younger generation of HNW individuals prizes convenience over chasing after high returns. Advisors need to get creative, and understand more innovative strategies for managing wealth...

White Papers
29 May 2020

RIAs' Digital Revolution Has Barely Begun - White Paper

There has been a lot of commentary recently about how wealth managers are having to embrace digital technologies of all kinds to stay relevant. A year ago, a study found the changes were not that far advanced. G...

White Papers
18 September 2019

Understanding The Psychology Of The Super-Rich

An academic and investor is exploring the psychological drivers of entrepreneurship and wealth. Here are some of his thoughts. ...

White Papers
25 January 2017

Smart Strategies For Growth: A Study Of The UK Wealth Management Industry

Smart Strategies for Growth: A Study of the UK Wealth Management Industry has now been launched, a whitepaper produced by WealthBriefing, in partnership with SS&C Advent. ...

White Papers
23 March 2015

Q&A: Learning From The Industry's Growing Group Of "Super-Ensemble" Advisory Firms

A group of around 250 "super-ensemble" firms, those with over $1 billion in AuM, are setting new standards for the advisory industry, according to a new report. This publication looks at what have been described...

White Papers
14 February 2011

Issues Will Always Exist In A Family Business – White Paper

A new white paper, Issues Will Always Exist in a Family Business: Tackling Them Is the Real Trick, outlines the issues and opportunities the Myers family is tackling in the journey to build and maintain their le...

White Papers
18 January 2011

Investors’ Attraction To The Asian Consumer - Rockefeller White Paper

A white paper published by Rockefeller Financial concludes that investors cannot ignore the ongoing trends of urbanization and wealth generation in Asia and the investment opportunities they create. ...

M and A
3 November 2020

Europe's Investment House Makes "Significant" Investment Into Sanctuary Wealth

The Milan-based business is tapping into what it sees as an important wealth management growth model within the US sector. Terms of the transaction weren't disclosed. ...

M and A
8 October 2020

M&A Spree Shows Scale Is Name Of The Game

A prominent figure in the North American wealth space ruminates on a spate of M&A activity, breakaways, and what this says about the state of the market. ...

M and A
17 September 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying that the heads of UBS and Credit Suisse were considering a possible merger has been one of the most-read articles...

M and A
16 June 2020

Wealth Sector Foreign Buyers Shrug Off Pandemic

A number of firms in North America have been snapped up by foreign buyers, setting aside problems caused by COVID-19 - or even profiting from perceived falls in valuation - to make purchases. This also continues...

M and A
9 August 2019

The Refinitiv Deal: What It Means For Wealth Management

Figures on both sides of the Atlantic ponder what the takeover of Refinitiv, a major player in the wealth management technology space, means for the sector. ...

M and A
1 October 2018

ANALYSIS: Capital, Demographics Driving Wealth Management M&A

This news service talks to North American wealth managers about why they think there's so much M&A going on in the sector. ...