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
Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, Denver Private Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Possible Franklin Templeton Bid For AITi Global – Media
A media report says one of the largest US investment firms is considering a purchase of AITi Global. Franklin Templeton has declined to comment. ...
US-Based Polen Capital Creates New Group, Absorbs $1.2 Billion Of Client Assets
Under the change, about $1.2 billion of client assets will move to the new entity. ...
Franklin Templeton Makes Senior Hires To Accelerate Growth
The senior appointments will strengthen the investment manager’s global product, exchange traded funds and Asia Pacific capabilities. ...
Corient Buys $21 Billion AuM Summit Trail Advisors
The US-headquartered group, formed via CI Financial's 2023 rebrand of its US wealth arm, continues to make large wealth management acquisitions. ...
Who's Moving Where In Wealth Management? – Brown Advisory, Raymond James
The latest executive moves, appointments and personnel changes in North American wealth management. ...