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
Potomac FM Hails $5 Billion Milestone, Says It Will Almost Double HQ Space
The asset manager said it has added $2 billion of client assets since the start of this year, having grown rapidly from just $140 million six years ago. ...
Tech Delivers Investment Goods For UK-Based Wealth Firm
Darius McDermott at Chelsea Financial Services and FundCalibre shares his insights on the case for tech-driven emerging market and US equities, as well as for investment trusts and gold. ...
July Proves A Chilly Month For Tech Hedge Funds
With AI-related stocks and the wider sector hitting bumpy conditions in July, there was nothing particularly "hot" about the performance of hedge funds connected to tech that month, new figures show. ...
China's Offshore Flow Clampdown Has Impact – WSJ
China has started to tax offshore trusts as used by wealthy HNW citizens. Authorities have clamped down on the use of certain accounts, imposing fines. There are limits to globalization of finance, with potentia...
Rockefeller Global Family Office Expands Ohio Presence
The team joining Rockefeller have come from Merrill Lynch. ...
What’s New In Investments, Funds? – BlackRock, inCadense, DeepVest
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...