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
Who's Moving Where In Wealth Management? – LPL Financial, Lear Investment Management, Warburg Pincus, Others
The latest senior wealth management moves, appointments and personnel changes in North America. ...
Raymond James Bank Segment President To Step Down
The St Petersburg, Florida-headquartered firm has announced a change to its C-suite. ...
Asset Managers Strengthening Core Capabilities To Drive Growth – Northern Trust
A new Northern Trust Survey of 300 global asset managers shows increased outsourcing, heightened cost discipline, and broader adoption of AI as asset managers refine their growth strategies. ...
The Sustainability Phenomenon: Lombard Odier Investment Managers
The latest developments in the sustainability space. ...
Citi Wealth Launches Curated Service Provider Network For North America
The bank said the service comes at no added charge for its clients. ...
Who’s Moving Where In Wealth Management? – Alaris, Stein Adler Dabah & Zelkowitz
The latest senior wealth management moves, appointments and personnel changes in North America. ...