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Latest News

Banking Crisis
July 29, 2021

China Eases Western Banks' Regulatory Crackdown Fears - Report

Banks and wealth managers appeared to put a broadly brave face on the moves by Chinese regulators to go after certain business sectors in recent days. Beijing regulators have reportedly sought to calm Western fi...

Reports
July 29, 2021

Adjusted Pre-Tax Income Drops At Credit Suisse

Inevitably, results were affected by the after-shocks of the supply-chain finance and Archegos Capital implosions that had hit the bank earlier in the year. Credit Suisse announced results of an externally-led i...

People Moves
July 29, 2021

Dynasty Financial Adds Tech Firepower

The wealthtech provider for RIAs has named a CTO and a new chief digital officer to help drive the next wave of platform services catering to the ultra-high net worth market. ...

Reports
July 29, 2021

Investors Put $440 Million Into iCapital Network

The group is an example of how access to "alternative investments" such as private equity is becoming more accessible via such platforms.        ...

Family Office
July 29, 2021

Family Offices Should Behave As Regulated Entities

This article explores the various risks involved from the family office perspective, including under-reported fraud, as their risk management framework can lag those of regulated peers, so the writer says. It al...

People Moves
July 28, 2021

Ex-Wells Fargo Trio Joins Old National To Build Wealth Offering

The managers had been involved with Abbot Downing - as that ultra-high net worth business had been known - for about a decade. ...

People Moves
July 28, 2021

Who's Moving Where In Wealth Management? - BNY Mellon WM

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

WM Market Reports
July 28, 2021

Pandemic Challenges Spark RIA Growth Surge - Schwab Benchmarking Study

The eruption of the global pandemic has hit economies, society, education and health. But for registered investment advisors, the challenges posed by disruption prompted significant growth. ...

M and A
July 28, 2021

Deals Of The Day: The Latest In Wealth Management M&A - Cresset, Asset Management Advisors

The latest wealth management mergers and acquisition deals in North America. ...

M and A
July 28, 2021

Hightower Buys $2.0 Billion AuM Wealth Management House

The deals highlight a continued busy trend of mergers and acquisitions in the North American wealth management sector.  ...

Surveys
July 27, 2021

Yes, In-Person Meetings, Business Trips Do Matter - Study

The study put some numbers on what perhaps many readers intuitively know - traveling to meet prospects and existing clients does bring rewards, even though the pandemic has upended how wealth managers do busines...

Strategy
July 27, 2021

JP Morgan's Wealth Arm Eyes Big Hiring Drive

The US bank's boutique wealth business, called JP Morgan Advisors, is not the largest in the country. Even so, the organization intends to boost headcount significantly, a senior executive has said. ...

People Moves
July 27, 2021

Credit Suisse Hires Ex-Goldman Sachs Figure For Top Risk Role

Since the previous chief risk officer's departure in April in the wake of the Greensill Capital and Archegos sagas, the current CRO has been holding the position temporarily.  ...

M and A
July 26, 2021

Wells Fargo Asset Management To Rebrand, Gets New CEO After Takeover

The new CEO, who was chairman and chief executive of Legg Mason before that business was bought by Franklin Templeton last year, brings four decades of industry experience to the job. WFAM was spun off by its pa...

Register for FamilyWealthReport 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

Strategy
July 27, 2021

Updated Forward Features Calendar For 2021-2022

Here is our updated schedule for feature themes for the next 12 months. ...

Asset Management
July 27, 2021

ETFs Driving Custom Benchmarking Boom

The range of indexes that track markets, themes and specific sectors continues to mushroom. New forms of financial engineering give wealth managers new ways to tap into a business area, and customized benchmarks...

Strategy
July 21, 2021

Diversity, Equity And Inclusion Increasingly On Clients' Request Lists - Tiedemann Advisors

The US wealth management firm speaks to FWR about its approach to DEI issues, and why they matter across a number of fronts. ...

Strategy
July 7, 2021

UBS Adds To Home-Or-Office Working Debate - Editorial Comment

Some of the world's largest financial institutions appear to be taking very different approaches to working from offices or from home. UBS, which internationally is the world's largest wealth manager, is going "...

Trust Estate
July 6, 2021

Who Gets My Bitcoin (And Other Blockchain Assets)?

The rise of digital assets such as bitcoin raises a number of questions, such as how to tax and regulate them. And then there are estate planning implications to consider. This article takes a very fast look at ...

Investment Strategies
June 25, 2021

SPACs Lose Momentum, But Here To Stay - Industry

After rising explosively over the past two years, blank check companies have slowed down, as SEC noises and investor nerves weigh on deals. But in the US and overseas, the model of these blank check entities ret...

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
December 23, 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
August 3, 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
May 28, 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
May 18, 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
May 12, 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
December 23, 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
July 27, 2021

ETFs Driving Custom Benchmarking Boom

The range of indexes that track markets, themes and specific sectors continues to mushroom. New forms of financial engineering give wealth managers new ways to tap into a business area, and customized benchmarks...

Asset Management
April 20, 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
December 13, 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
September 6, 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
July 25, 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
August 10, 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...

Art
December 21, 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
August 11, 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
August 10, 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
July 28, 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
November 23, 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
December 22, 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
December 8, 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
November 10, 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
October 30, 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
September 29, 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
September 15, 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
November 24, 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
November 23, 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
November 13, 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
October 27, 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
October 13, 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
July 31, 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
June 8, 2021

Interview: Protecting Wealth, Not Getting More, Should Be Family Office Goal

We talk to a third-gen. family member of a Zurich and Tel Aviv wealth manager and author about the approach he favors for risk and wealth protection. ...

Family Office
May 18, 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons that some family offices should instead be called "founder's offices" because the people who build them dominate...

Family Office
May 10, 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
April 23, 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
March 30, 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
March 9, 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. ...

Investment Strategies
June 25, 2021

SPACs Lose Momentum, But Here To Stay - Industry

After rising explosively over the past two years, blank check companies have slowed down, as SEC noises and investor nerves weigh on deals. But in the US and overseas, the model of these blank check entities ret...

Investment Strategies
April 15, 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
March 3, 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
January 8, 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
September 24, 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
September 22, 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...

WM Market Reports
January 29, 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
December 23, 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
November 11, 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
October 19, 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
August 24, 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
July 13, 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
April 22, 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
October 27, 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
October 9, 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
April 17, 2019

The Bahamas Clear Choice Innovation, Expertise, Location, Regulation

...

Offshore
December 14, 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
November 19, 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
June 5, 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
March 17, 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
January 2, 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
December 18, 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
December 4, 2019

The Giving Season: Wilmington Trust's Philanthropy Approach

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

Philanthropy
September 16, 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
July 27, 2021

Updated Forward Features Calendar For 2021-2022

Here is our updated schedule for feature themes for the next 12 months. ...

Strategy
July 21, 2021

Diversity, Equity And Inclusion Increasingly On Clients' Request Lists - Tiedemann Advisors

The US wealth management firm speaks to FWR about its approach to DEI issues, and why they matter across a number of fronts. ...

Strategy
July 7, 2021

UBS Adds To Home-Or-Office Working Debate - Editorial Comment

Some of the world's largest financial institutions appear to be taking very different approaches to working from offices or from home. UBS, which internationally is the world's largest wealth manager, is going "...

Strategy
March 8, 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
February 11, 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
January 20, 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...

Surveys
June 30, 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
April 7, 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
January 17, 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
September 26, 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
April 26, 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
January 18, 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
June 24, 2021

Tax Burdens Increase, But Shouldn't Dominate Thinking - Industry

It is pretty certain that the tax burden is going to rise, but while certain adjustments make sense, this should not dominate how people address estate planning, transfer and investments. ...

Tax
June 24, 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed data on America's 25 richest people which showed that some of them paid very little tax. It published masses of records about wealthy individuals, such as Jeff Bezos,...

Tax
June 9, 2021

Anxious Times For IFCs After G7 Corporate Tax Accord

After the Group of Seven nations agreed on a minimum 15 per cent corporate tax rate, IFCs have started to address what they may have to confront. Offshore centers are in a position analogous to a competitive bus...

Tax
May 27, 2021

A Global Minimum Corporate Tax - Smart Policy Or "Tax Cartel"?

Setting a global minimum corporate tax rate among major industrialized nations has the certain appeal of being simple. But it raises many questions about whether offshore centers will enable firms to circumvent...

Tax
May 17, 2021

Accurate After-Tax Performance Returns Can’t Be Done To Scale - Yet. 

The US wealth management sector uses a wide range of techniques to measure after-tax returns on portfolios. At a time when the tax bite on investments has become a more urgent concern, this article takes a look ...

Tax
January 23, 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. ...

Technology
April 1, 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
March 31, 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
March 30, 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
March 29, 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
March 25, 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
March 23, 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
July 6, 2021

Who Gets My Bitcoin (And Other Blockchain Assets)?

The rise of digital assets such as bitcoin raises a number of questions, such as how to tax and regulate them. And then there are estate planning implications to consider. This article takes a very fast look at ...

Trust Estate
November 30, 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
November 16, 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
October 29, 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
July 27, 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
April 14, 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...

White Papers
May 29, 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
September 18, 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
January 25, 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
March 23, 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
February 14, 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
January 18, 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. ...

UHNW Institute
March 8, 2021

Family Office Solutions For Physical And Health Issues - UHNW Institute White Paper

Families often need to be supported so they can work through complicated medical and psychiatric problems, and handle sometimes fraught conversations when problems arise. The author of this White Paper sets out ...

UHNW Institute
October 24, 2019

UHNW Business Models: The Registered Investment Advisor

This article delves deep into the business model of the Registered Investment Advisor, exploring what should be its defining qualities and some of the associated controversies. It is part of a series of analyses...

UHNW Institute
July 15, 2019

The Evolving World Of Broker-Dealer Platforms

In this latest exclusive commentary from the UHNW Institute, author Bill Woodson considers what is happening in the broker-dealer space. ...

UHNW Institute
May 16, 2019

A History Of Wealth Management - UHNW Institute

The authors of this article for the UHNW Institute set out a narrative of how US wealth management came to be what it is today. ...

UHNW Institute
May 15, 2019

The Skinny on UHNW Wealth Management Models - UHNW Institute

Many UHNW individuals are and can be confused about the array of business models pitching for their business. This article - the first of a five-part series - explores the terrain. ...

UHNW Institute
March 18, 2019

PART 3: The Challenges, Opportunities And Trends Of A Multi-Family Office

Ultra-high net worth families are confused by myriad configurations of advisors and commercial providers and often choose to serve themselves by forming a family office. This is the third part of a three-part fe...

M and A
June 23, 2021

RIA Mergers, Acquisitions At Mid-Year - State Of The Market

There's no reason, wealth industry figures say, why there won't be more busy M&A activity affecting the RIA space. So far this year there has been a burst in transactions, then a drop, followed by a recovery. Wh...

M and A
May 14, 2021

Critical Transition Lessons For Wealth Managers

DeVoe & Company, a firm that covers the mass of M&A activity that has been happening in the North American wealth industry, recently held a conference exploring business transition and the challenges it raises. ...

M and A
November 3, 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
October 8, 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
September 17, 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
June 16, 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...