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
Northern Trust Q3 Net Income Rises 40 Per Cent, Wealth Fees Climb
The Chicago-based bank’s wealth management fees rose 9 per cent to $611.5 million, led by a 16 per cent rise in Global Family Office fees, as AuM reached $1.963 trillion. ...
Banc Of California Launches Private Banking Service
The Los Angeles-based lender is extending its business banking relationships into clients’ personal finances and pitching itself as a banking partner to RIAs. ...
Canada's Canaccord Genuity In Talks With Consortium To Sell UK Wealth Arm – Media
The report, if true, adds to a pattern of overseas buyers looking to acquire wealth management operations in the UK. ...
“Family Offices Must Have Privacy As Their North Star” – Summit Report
Our US correspondent reports on this week’s Family Office FinTech Summit in Manhattan, as organized by Family Wealth Report. ...
Sonance Financial Launches Wealth Management Partnership In Canada
Sonance Financial, a new wealth advisory partnership in Canada, has been officially launched on the back of three essential principles: independence, advice from qualified professionals, with clients at the cent...
Beacon Pointe Buys Three Firms As Purchases Continue
The Newport Beach, California-based RIA has added about $1.35 billion in client assets through deals in California, Texas and Wisconsin, which closed between July and October. ...