Latest Comment & Analysis

Strategy
August 5, 2026

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...

Strategy
July 27, 2026

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. ...

Legal
July 24, 2026

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.  ...

Philanthropy
July 23, 2026

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. ...

Strategy
June 24, 2026

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...

Real Estate
June 23, 2026

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

People Moves
September 16, 2026

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. ...

People Moves
September 16, 2026

Raymond James Bank Segment President To Step Down

The St Petersburg, Florida-headquartered firm has announced a change to its C-suite. ...

Surveys
September 16, 2026

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. ...

ESG
September 16, 2026

The Sustainability Phenomenon: Lombard Odier Investment Managers

The latest developments in the sustainability space. ...

New Products
September 15, 2026

Citi Wealth Launches Curated Service Provider Network For North America

The bank said the service comes at no added charge for its clients. ...

People Moves
September 15, 2026

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. ...