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
Hightower Signature Wealth Adds $2.5 Billion Business
Since the start of this year, HTSW, which launched in October last year, has added almost $30 billion in assets under management. ...
Asset Vantage Names CEO
The platform handles much of the data, accounting and reporting chores for family offices. ...
Deals Of The Day: The Latest In Wealth Management M&A – Sequoia Financial, All Star, Summit, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
US, Singapore, UAE Rank Ahead Of UK In Wealth Market Index
Avaloq, a tech provider to private banks such as HSBC, Deutsche Bank, Barclays and Edmond de Rothschild, released its Wealth Management Index today. It reveals a new geography of wealth management as modern mark...
Who’s Moving Where In Wealth Management? – Hawksford
The latest executive moves, appointments and personnel changes in North American wealth management. ...
Central Banks Hold Rates, Sparking Wealth Manager Reactions
After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and the US Federal Reserve, kept interest rates on hold last week, as expected, wealth managers discuss the impact on ...