A new study points to how multi- and single-family offices in the US and Europe think about the current extraordinary economic situation, long-term investment ideas and how people have adjusted their daily working arrangements.
American Citizens Abroad frequently calls on Washington DC's lawmakers and tax enforcement authorities to change how US expats are taxed, arguing that the country's worldwide system is unduly onerous.
The firm is a part of the "democratization", to coin a phrase, of access to asset classes that have been the preserve of ultra-HNW individuals and investors. The US regulator recently also widened the door to these areas.
The firm has brought in a number of wealth management businesses, originating in many cases from Wells Fargo Advisors, to its network.
A senior international figure in the trusts sector, with a close understanding of the industry in countries such as Israel, discusses trends at work in a number of countries. ...
A summary of the major institutions' wealth management financial results for 2019. ...
The new RIA said it is designed to let clients execute investments that follow a range of specific personal values, be they religious, political or follow some other code. ...
The latest senior wealth management executive moves in North America. ...
A roundup of senior moves within the industry during February. ...
Ralf Huber is Co-Founder of Apiax, a regtech focused on transmuting complex regulations into digitized compliance rules. Here, he outlines the dangers of compliance becoming a “black box” and explains how a ...
Behavioral finance is now such a significant topic that a specialist in the field who won a Nobel Prize for Economics advises a bond fund management titan. The subject even gets a turn in Hollywood. ...
Tom Wooders is Head of Sales, Clearing and Wealth Solutions at GPP, which provides wealth platform, execution, settlement and custody services to a broad spectrum of financial institutions. In this exclusive int...
A look at how ESG is taking hold in different markets, where regulation is coming down on fund managers to deliver what is on the tin, and other issues at work in this advancing sector. ...
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...