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Latest News
Raymond James Launches Advisor Training Program
Training and coaching are important areas for the sector. In this particular instance, it speaks to a trend of former military personnel finding careers in wealth management. ...
What Drives RIA Growth? Schwab Study Has Answers
The study, entering its 14th year, gets into the details of what drives growth of RIAs, such as the split between organic and inorganic growth. ...
Basel Gives Blessing To Bank Cryptoassets
The Basel Committee on Banking Supervision is the "central bank for central banks," so its statements about cryptoassets are seen as particularly significant. ...
Private Equity Boosted With Tailored Cyber Threat Tools
Private equity fund managers have voiced cybersecurity as a growing threat to their business and supply chain risk. New technology solutions were launched this week tailored specifically for monitoring PE portfo...
Bloomberg Vows Hunt For Leakers Amid Row Over UHNW Tax
A row is brewing about leaks of tax information concerning America's 25 richest persons. It raises questions about data privacy, and will inevitably also drive debate about tax, fairness and attitudes toward the...
RIAs Confront A Digital “Kodak Moment”: BCG Wealth Report
The annual Boston Consulting Group report yields a trove of data about trends in wealth management. This article digs out its ideas on how the sector can remain competitive and find new sources of revenue. ...
Lifting The Fog On ESG's Data Problem
Calls are growing for accurate high-quality ESG data that is assessed under a global standard. Otherwise sustainable investing has no foundation for achieving what the world is expecting from it. ...
Five Ways Asset Managers Can Win
The author of this article spells out a series of steps that wealth and asset managers can take to remain competitive. ...
Preview - "Inequality Emergency" Webinar
Wealth inequality - and other types of inequality - remain hot political issues, given a further edge by the pandemic and the very different impact on people across the world. This webinar, held on June 17, addr...
Former Cresset AM Chief Executive Joins "Wealth Creators" Group
The R360 body is an invitation-only group open to people with net wealth of at least $100 million. Michael Cole, as managing partner, has worked in senior wealth management roles for more than two decades. ...
Who's Moving Where In Wealth Management? - Procyon Partners
The latest senior moves in the North America wealth management sector. ...
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...
Tiedemann Steps Up Impact Investment Game
The US firm deploys a significant chunk of its AuM into impact investing, an area that has gained traction in recent years. ...
Who's Moving Where In Wealth Management? - Sanctuary Wealth, Bain & Co
The latest senior moves in the North America wealth management sector. ...
Award Winners
WealthTalk - Awards Videos
EXCLUSIVE: Family Wealth Report Awards 2021 Video Interview - Masttro
Duration: 5.57m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: A Focus On Healthcare Investing And Family Offices
Duration: 16.33m
WealthTalk - Expert View Videos
WEALTH TALK: More Greed Than Fear - Staying Disciplined In Frothy Markets
Duration: 11.95m
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By The People, For The People – Why Investors Should Care About Human Rights
Companies cannot thrive without healthy and happy employees, consumers, and communities. Investors must use their influence with companies and other stakeholders to ensure the basic rights of these groups are re...
Sustainable Bonds Are Booming, But Is This A Fad – Do Markets Need Such Variety?
The following article examines the fast-growing world of sustainable bonds, and how investors should address these assets. The insights come from Aviva Investors. ...
The Arrival Of KYI: "Know Your Investment"
This article examines how the due diligence checks wealth managers are used to performing on their clients also includes scrutinising investments in the same spirit. As ESG investing gains momentum, so must the ...
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.”
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. ...
What It Means To Be A "Contrarian" Value Investor
Blindly practising time-honored value investing is a dangerous occupation, not least because of the pace at which companies are being disrupted by technology. How businesses can be assessed for their longer-term...
Breeding Great Wealth Advisors - Interview With Jamie McLaughlin
Jamie McLaughlin - honored by this news service's awards program, runs a management consulting firm focusing on strategy and practice management for wealth management and investment advisory firms, private banks...
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...
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 ...
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. ...
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.”
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...
Good Client Reporting - Regulatory Burden Or Client Engagement Tool? - Research Report
Here is the latest research report from the publisher of this news service. ...
The Future For External Asset Managers In Switzerland - A Snapshot For 2018
The publisher of this news service is proud to announce another research report. This study examines the external asset management industry in Switzerland. ...
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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...
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. ...
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. ...
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 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...
Swiss Independent Wealth Managers: Challenges & Opportunities Ahead - 2014
Published in 2014 by ClearView Financial Media Ltd In Association with Coutts ...
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. ...
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...
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. ...
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...
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...
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. ...
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...
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 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...
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 ...
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 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...
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. ...
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 ......
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. ...
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...
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...
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...
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...
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...
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...
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. ...
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. ...
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. ...
The Bahamas Clear Choice Innovation, Expertise, Location, Regulation
...
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 ...
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...
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. ...
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 ...
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....
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...
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. ...
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...
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...
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. ...
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...
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. ...
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 ...
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. ...
Cresset's Big Qualified Opportunity Zone Ambitions
The wealth management firm talked to this publication about its QOZ investment strategies. ...
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". ...
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. ...
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. ...
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...
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 ...
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 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...
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...
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. ...
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. ...
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...
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...
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. ...
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. ...
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...
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...
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. ...