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Latest News
NewEdge Wealth Appoints Chief Investment Officer
The business services UHNW individuals and family offices, among others. The CIO role is a newly created one. ...
Allianz GI To Take Stake In US Investment House, Shift Assets
The latest senior wealth management moves and appointments in the North American wealth management industry. ...
Who's Moving Where In Wealth Management? – The Colony Group, SVB Private, Others
The latest moves and appointments in the North American wealth management industry. ...
Economic Woes May Slow Business Transitions, Activity Remains Busy
This news service talks to UBS in the US about the work its specialist advisors undertake with owners of SMEs looking to quit the business trenches. What sort of emotional and practical issues arise? ...
Raymond James Launches Admin Support Offering
The new business line covers services that would have been otherwise handled by a branch associate. ...
Most HNW Individuals Have Charitable Strategy, More Mulling One – Study
The findings suggest that there is more work that advisors can do to guide HNW clients on philanthropy, including guidance on the complexities of which structure to use. ...
BancTrust Creates New Broker-Dealer Affiliate
As part of the new development, BancTrust has named a group of New York-based investment figures to run this business. ...
US Says "Straw Owner" Concealed Russians' Yachts – Report
Since the US, the European Union and other countries imposed sanctions on Russia following the Ukraine invasion, law enforcement agencies have searched for the true owners of luxury assets such as yachts, proper...
Who's Moving Where In Wealth Management? – Newfront, Allspring, Fidelity
The latest moves and appointments in the North American wealth management industry. ...
New Study Offers Invaluable Operational Insights For UHNW Wealth Managers
This publication has launched its second study on efficiency in accounting and investment analysis in the UHNW space, and we look forward to sharing invaluable benchmarking data and insights with all those takin...
New Research: Outsourcing Intelligence For Financial Institutions
A new report from this publication and research partner FIS Platform Securities offers the findings of a global survey on outsourcing and insights "from both sides of the table," which are essential for any inst...
Rockefeller Expands Bay Area Coverage, Hires Team
The team is headed by a prominent female advisor in the US wealth sector, and she brings a team of seven colleagues to the firm. ...
VC Funds Amass Almost $500 Billion Of "Dry Powder" Since January
The economic headlines have not often been positive but enthusiasm for venture capital – at least based on inflows of fresh funds – appears strong, figures show. The area has been a favorite for family offic...
Why Behavioral Finance Needs Great Tech To Thrive
The field has been winning wealth management fans and generating plenty of noise. To make its insights bear fruit, lots of data needs to be handled. That means technology – lots of it. We talk to a figure work...
Award Winners
WealthTalk - Awards Videos
Lombard International Assurance's Specialist Wealth Offering
Duration: 1.33m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: How Russia's Invasion Of Ukraine Might Affect Wealth Management
Duration: 6.42m
WealthTalk - Expert View Videos
WEALTH TALK: Making Wealth Technology Count – In Conversation With April Rudin
Duration: 8.60m
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Adding P&C To Separate Your Firm From The Pack
What benefits do property and casualty risk management bring to wealth managers in terms of their offerings? Here's an explanation from Atténuer Risk. ...
The Intersection of Privacy, Security, And Function
Competing imperatives around privacy, convenience and the client experience will be something wealth managers increasingly have to grapple with as technology advances. Read on for a compelling analysis of the ke...
TM Group Helps Family Offices To Work Much Smarter
The following article examines how TM Group helps family offices to improve systems such as their internal accounting processes – a vital area that can make all the difference to the efficiency of a family off...
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.”
Behavioral Finance’s Next Step To Going Mainstream
The investment approach shaped by ideas about behavior and how humans actually conduct themselves is becoming more a part of the regular wealth sector conversation. Controversies and questions remain. ...
The Perfect "Sandbox" – How Avaloq Innovates In The Cloud
We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the cloud enables wealth managers to adjust their needs and other resources flexibly – an important consideration whe...
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices on the database of Highworth Research – an organization working with Family Wealth Report – throws up all kinds of useful data points for people tracking the se...
Investing Amid Stagflation: US Wealth Managers' Perspectives
US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy and demands from investors for returns. We talk to three organizations about their views on everything from bond ...
Charting Family Offices' Needs
What should family offices do in-house and what should they outsource? Should certain families create these structures at all, or choose another course? And what do different generations want, and need help with...
Leadership, Fathers And Matriarchs: An Interview With Amy Hart Clyne
FWR recently sat down with a book author and thought leader to explore women's perspectives on business leadership, the dynamics of wealthy families, and more. ...
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.”
New Research Explores ESG And Family Governance Models
WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts internationally to discover how sustainability and ESG priorities are playing out in the UHNW space. ...
New Research: Wealth Tech Traps, As Told From The Front Line
WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from those right at the technology coal face. Download our new report to learn what some of the wealth tech sector’s...
The Onboarding Opportunity Is Still Being Missed: New Research
Client onboarding remains a disjointed process mired in manual workarounds and data silos for great swathes of the wealth management industry, new research by WealthBriefing and Fenergo has found. ...
EXCLUSIVE: New Client Acquisition - Research Report
This news service and Finantix have teamed up to issue new research on the wealth management sector's use of technology to find new clients. ...
The Bahamas Clear Choice Innovation, Expertise, Location, Regulation
...
Family Office Focus: Efficiency in Accounting and Investment Analysis - Research
This publication’s research arm has taken a deep dive into the key technological and operational challenges specific to family offices, surveying and interviewing firms managing over $72 billion in assets to p...
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Family Offices, Venture Capital And World We Seek
There is a need for innovation in business and technology, as demonstrated by the pandemic and the drive to find viable, reliable alternatives to fossil fuels. And that means venture capital – a natural destin...
Shift To Perpetual Capital Widens Access - Blackstone
The investment house, specializing for years in fields such as alternative assets, including private equity, credit and forms of real estate, is expanding its footprint. And it talked about the "perpetual" fund ...
CAIS Taps Demand For Wider Alternative Investment Access
Everyone seems to be talking about private market investing - "alternative investment" - these days. A need for advisors and clients is having good seats at the table and being educated about the benefits and tr...
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...
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...
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...
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 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. ...
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...
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. ...
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 ...
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...
Web 3.0: Planning For Art NFT Collectors
NFTs are popular in applications which require unique digital items, including crypto art, digital collectibles and online gaming, where some guarantee of authenticity and ownership history adds value. As far as...
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...
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...
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 ...
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...
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. ...
Advising Clients On New Asset Classes, Advanced Planning, And Philanthropy
With so many financial market changes, planning challenges and complexity around investment, there's only so much one can expect from ultra-high net worth individuals' in their ability to learn their way through...
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. ...
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. ...
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. ...
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. ...
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...
Choosing Your Estate Attorney – Part 2
This is the second half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...
Wealth Managers Can't Relax As Gensler's SEC Marches On - Baird
One of the top men at Baird, the US wealth management house, recently spoke to FWR about his thoughts on what the Securities and Exchange Commission's new boss means for wealth managers and the regulatory landsc...
Wealth Industry Must Be Bolder, Better At Advocating Privacy Rights
After another big leak of data, the wealth management industry must become less reactive and more assertive in making the case for legitimate privacy. And firms must co-operate with other stakeholders to foil ba...
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. ...
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 ...
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...
Wealth Industry's Force For Environmental Good Accelerates
We talk to an investment firm at the cutting edge of putting money to work in businesses that cut the use of carbon and promote a cleaner planet. ...
Pricing Carbon: What Are The Options?
Putting a price on carbon emissions makes polluting energy sources expensive and provides an incentive for emitters to reduce them. That's the theory. What it looks like in practice is assessed by the head of in...
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices on the database of Highworth Research – an organization working with Family Wealth Report – throws up all kinds of useful data points for people tracking the se...
Charting Family Offices' Needs
What should family offices do in-house and what should they outsource? Should certain families create these structures at all, or choose another course? And what do different generations want, and need help with...
Raising The Family Office Game At Silicon Valley Bank
We talk to two senior figures at SVB about the work being done with family offices and venture capital. ...
Taking The Pain From Family Office's Data Chores
The chores of paying bills, keeping ledger records, reporting on investments, capital calls and other tasks may not make the blood race, but these tasks can make the difference between a family office that works...
Borrowing Against Securities - What Family Offices Should Consider
What sort of issues should wealthy families consider in raising finance against assets such as listed equities and other securities? ...
Eight Reasons Why Singapore Attracts Family Offices
The Asian city-state has been moving to attract family offices and, with other jurisdictions experiencing uncertain times, Singapore is well-placed to build credentials in the space. This article takes a look. ...
EDITORIAL ANALYSIS: Will Funds Woo HNW Clients In Tough Times?
The drop in markets this year and prospects for sluggish growth even after lockdowns end will create a new environment for fund managers who in the past have sold their wares across a range of client groups. In ...
Q&A: Pioneer On Why The Insurance-Linked Securities Market Deserves Some Attention
Here is a Q&A with Pioneer about its insurance-linked securities fund and why it may appeal to the high net worth sector. ...
Springtime Is Here For Global Fund Managers But Inflation, China Are Worries - Merrill Poll
...
Fund Companies: Few Clients Trust Them
Few American consumers trust their primary mutual fund company or believe it’s an especially good money manager, according to a survey from ......
Swiss Pension Funds Not Subject to US Tax on US Dividends
In a Competent Authority Agreement (“Agreement”) between the Swiss and United States tax authorities, issued 10 December 2004, the question ......
Understanding New SEC Hedge Fund Rules
On December 2, 2004 the US Securities and Exchange Commission issued, after a considerable delay, its formal written release (the “Adopting ......
Behavioral Finance’s Next Step To Going Mainstream
The investment approach shaped by ideas about behavior and how humans actually conduct themselves is becoming more a part of the regular wealth sector conversation. Controversies and questions remain. ...
Investing Amid Stagflation: US Wealth Managers' Perspectives
US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy and demands from investors for returns. We talk to three organizations about their views on everything from bond ...
How The Pandemic, Inflation And China Will Affect Financial Markets
Putting investment returns on the table at a time when inflationary pressures - and higher interest rates from historically low levels - are a concern, is going to take more work. This news service reports on co...
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...
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...
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. ...
Family Offices Gradually Fall More In Love With VC
A report casts its eye over how family offices around the world approach venture capital. Such organizations are often thought of as holders of "patient capital", making them logical partners for VC as an asset ...
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...
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...
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. ...
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...
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...
Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands
As part of a set of articles looking at how offshore centers have tried to cope with the pandemic and how this frames their status as wealth hubs, we talk to Ogier, the international law firm. ...
Pandora Papers: The Rich Are Back In Firing Line
Entrepreneur and surveyor of public attitudes toward wealth, Dr Rainer Zitelmann, takes aim at the latest "leak" of masses of data from firms catering to high net worth individuals. He argues that the affair sho...
Offshore Centers Look Back, Forward In Uncertain Times
We talk to industry figures in various IFCs in Europe to ask how international pressures and the global pandemic have shaped business and strategy. ...
The Bahamas: The Clear Choice For International Financial Services
Here is the 2021 edition of a report about The Bahamas, prepared in partnership with The Bahamas Financial Services Board. ...
New Wealth House Serving US Expats Explains Investment Angle
UK-based Shard Capital created a new service a year ago for US expats. The business has a very particular view about risk, asset allocation and investment, and talked recently to this publication. ...
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. ...
Planning For Philanthropy In Divorce
The authors of this article explain how proper planning can help mitigate the negative impact divorce might have on past philanthropy. ...
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 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...
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...
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...
The Giving Season: Wilmington Trust's Philanthropy Approach
We continue our series on philanthropy and wealth management, talking to Wilmington Trust. ...
Back To School: Columbia University's New Wealth Program
It is the first time, its framers say, that an Ivy League university has developed a program of this kind. It also plays to a theme of how talent management and development is a key area for the industry at a ti...
EXCLUSIVE INTERVIEW: Healthcare Entrepreneur Solicits Family Offices, Others, To Finance Remuneration Revolution
A complete change in how healthcare professionals such as physicians are paid is part of how the US will wrestle with surging costs, an entrepreneur and veteran of the sector argues as he taps family offices and...
Interview - Cheap Valuations Look Tempting In Argentina
Argentina has been through difficult economic times but it is still the second biggest LatAm economy and there are signs that developments are turning more positive, an investment firm argues....
Why Partners Should Review Their Buy-Sell Agreements – Now
It is vital for advisory firms to review those agreements before partners face a crisis or an impending sale to make sure that partners can transition ownership smoothly, ensure liquidity and avoid expensive lit...
Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead
Some late-December musings about what the year has meant for the industry and thoughts about what lies ahead. This news service is taking a holiday break and will resume publication from the start of January. Be...
California Still Shines Bright For UBS
After UBS made several hires of advisors in the Newport Beach and Orange County area of California, this news service caught up with the banking and wealth management group to ask for its views about this market...
Alvarium-Tiedemann Merger: Are Its Global Ambitions Realistic?
A US and London-based multi-family office aim to combine, building an organization with significant presence around the world. Coming at a busy time for M&A in the sector, we speak to the man slated to be CEO of...
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. ...
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 "...
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. ...
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. ...
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. ...
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...
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. ...
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. ...
Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 2
This is the second half of an article setting out what the author says are the tax and value-building qualities of life insurance in the various forms in which it operates in the US. ...
Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 1
This is the first half of an article setting out what the author says are the tax and value-building qualities of life insurance in the various forms in which it operates in the US. ...
Retroactive CGT Impact Thwarts Some Client Moves - Rockefeller
A continued theme from this and other conversations with wealth managers is how clients should not let "the tax tail wag the investment dog." ...
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. ...
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,...
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...
Wanted: “All Rights Reserved” For NFTs
Non-fungible tokens are all the rage, and they are a talking point in areas such as the art world. But what about the intellectual property protections for NFTs? How robust are they, how do they work, and what n...
Crypto Assets, Distributed Finance And Wealth Managers' Menus
Family offices, private banks and wealth managers are considering using the infrastructure of digital assets to run their businesses, or investing in them to make money. ...
Undisclosed Digital Assets? - Decision Time Is Now
Those individuals buying and holding cryptocurrencies - aka digital assets - may have mistakenly thought they are shielded from tax and other state actions. That's a mistake, argues the author. Owners must plan ...
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...
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...
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...
Choosing Your Estate Attorney – Part 1
This is the first half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...
Should You Give Your Trustees A Test Run First?
The author of this article, a prominent figure in the industry, argues that testing trustees makes sense no matter who they will be. ...
Wealth, Business Transfer Talks - Starting Is The Hardest Part
We read a lot about "intergenerational wealth transfer" but it is important to note that the most difficult part of the process is even raising the topic. With trillions of dollars at stake, and tax cuts almost ...
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 ...
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 ...
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...
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...
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. ...
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. ...
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...
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...
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. ...
Does Your Firm Really Offer Integrated Family Wealth Services?
What is the value of "integration" in a family office, why does it matter, and how do we know if it has been achieved? This topic is discussed by two experts in the family offices industry and the business of se...
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 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...
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. ...
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. ...
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. ...
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...
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. ...
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&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. ...
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...
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...