Latest Comment & Analysis
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
The global market for concierge medicine is, on some estimates, going to be worth more than $41 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand. ...
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event – such as a launch of a rocketry, satellite and engineering company – takes place. ...
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture have put HNW individuals on edge about their security, both on the physical and digital side. We talk to experts...
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100 years, and structures that are closely associated with these, called Delaware Statutory Trusts. Handled in the rig...
Latest News
Goldman Sachs Asset, Wealth Revenues Rise 14 Per Cent In Q3 2026
The US bank’s asset and wealth management division lifted net revenues to $5.05 billion as higher management and incentive fees outweighed weaker investment and private lending returns. ...
Digital Digest: The Latest Tech News – Vistra, Yardi
The latest technology news in the wealth management sector from around the world. ...
Who's Moving Where In Wealth Management? – Carson Group, Raymond James
The latest senior wealth management moves, appointments and personnel changes in the North American sector. ...
Bank Of America Wealth Arm Lifts Third-Quarter Revenue 13 Per Cent
Bank of America’s wealth division, which houses Merrill and Bank of America Private Bank, reported third-quarter net income of $1.5 billion as asset management fees rose 16 per cent. ...
Bank Of America Penalized For More Than $1.21 Billion In AML, Sanction Violations
Part of the case concerned apparent breaches of sanctions programs covering Iran, Russia, narcotics and global terrorism. ...
Wells Fargo Wealth Management Revenue Rises In Q3 2026
Wells Fargo releases positive third quarter financial results, with wealth and management revenue up. ...