Latest Comment & Analysis
ANALYSIS: A New "Golden Visa" – Now It's Argentina's Turn
Argentina has introduced a citizenship-by-investment program, one of a number of "golden visas" certain jurisdictions have adopted in recent years, to varying levels of applause and condemnation. We talk to advi...
ANALYSIS: Removing A1 Gender Biases In Wealth Management
Women typically outlive men and their financial needs can differ, but without due care, wealth managers' AI tools will operate on established biases in the data. We talk to a US-based figure in the tech and weal...
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. ...
Latest News
Capitalizing On Race To Cut Energy Consumption
The author of the article, who is based at Nordea in Denmark, argues that the electricity grid is where the AI boom, the energy transition, and the reshoring of industry physically collide. Addressing that bottl...
Who's Moving Where In Wealth Management? – Beacon Trust, LPL, Savills
The latest senior wealth management sector moves in North America. ...
Orbis Investments Opts For US Over UK Government Bonds
Mark Dunley-Owen at Bermuda-headquartered Orbis Investments discusses why he believes bonds are attractive today, and why he has a preference for US bonds over the UK and France. ...
Switzerland's Avaloq Enters US Wealth Market
The technology firm is targeting US wealth managers that want to modernize investment technology without replacing the core systems they already run. ...
Geopolitical Shocks And AI Cyberattacks Head Systemic Risk Council Ranking
What are the top risks that wealth managers should prepare for? The CFA Institute seeks to find the answers. ...
Family Offices To Debate Investment Risk, AI And The Next Generation At New York Summit
This news service will be hosting a summit in New York for family offices, with investment as the main theme. Given market gyrations and topics such as private markets, AI and wealth preservation in the frame, t...