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
Hamilton Lane Bolsters Global Infrastructure Team
Three senior professionals have joined the firm’s Infrastructure team across North America and Europe. ...
UHNW Institute Advances Integrated Advice Agenda Ahead Of Annual Symposium
The Institute’s forthcoming New York gathering will focus on putting better family wealth advice into practice, building on recent resources and the legacy of its late founder, Steve Prostano. ...
Deals Of The Day: The Latest In Wealth Management M&A – Wealthspire, Black Frame Consulting
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who's Moving Where In Wealth Management? – Fiduciary Trust International, Allocate, LPL Financial
The latest senior wealth management sector moves in North America. ...
What's New In Investments, Funds – STS Digital Extends Institutional Options Trading
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
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...