Latest Comment & Analysis

June 9, 2021

Anxious Times For IFCs After G7 Corporate Tax Accord

After the Group of Seven nations agreed on a minimum 15 per cent corporate tax rate, IFCs have started to address what they may have to confront. Offshore centers are in a position analogous to a competitive bus...

Family Office
June 8, 2021

Interview: Protecting Wealth, Not Getting More, Should Be Family Office Goal

We talk to a third-gen. family member of a Zurich and Tel Aviv wealth manager and author about the approach he favors for risk and wealth protection. ...

Wealth Strategies
May 25, 2021

What It Means To Be A "Contrarian" Value Investor

Blindly practising time-honored value investing is a dangerous occupation, not least because of the pace at which companies are being disrupted by technology. How businesses can be assessed for their longer-term...

May 24, 2021

Breeding Great Wealth Advisors - Interview With Jamie McLaughlin

Jamie McLaughlin - honored by this news service's awards program, runs a management consulting firm focusing on strategy and practice management for wealth management and investment advisory firms, private banks...

Family Office
May 18, 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons that some family offices should instead be called "founder's offices" because the people who build them dominate...

May 17, 2021

Accurate After-Tax Performance Returns Can’t Be Done To Scale - Yet. 

The US wealth management sector uses a wide range of techniques to measure after-tax returns on portfolios. At a time when the tax bite on investments has become a more urgent concern, this article takes a look ...

Latest News

Asset Management
June 24, 2021

What's New In Investments, Funds? - MetaProp

The latest offerings in public and private market investments, such as funds and structured products, and other notable developments. ...

June 24, 2021

Digital Digest: The Latest Tech News - Refinitiv

The latest developments in financial products and investments from around the world. ...

June 24, 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed data on America's 25 richest people which showed that some of them paid very little tax. It published masses of records about wealthy individuals, such as Jeff Bezos,...

Real Estate
June 24, 2021

Hines Real Estate Goes All In On ESG

The firm is building its ESG strategy by hiring a new global head and a new dedicated team to improve the sector’s sustainability record. ...

New Products
June 23, 2021

US Family Office Launches Private Markets Investment House

The new organization said its investment strategy concentrates on private fund managers and opportunities typically in the lower middle market.  ...

June 23, 2021

Canoe Wins Private Markets Processing Deal With State Street

The business of collecting, processing and reporting on investments in alternative areas such as private equity, hedge funds and real estate has expanded rapidly as capital has flowed into these areas over the p...