Latest Comment & Analysis

Strategy
August 5, 2026

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...

Strategy
July 27, 2026

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. ...

Legal
July 24, 2026

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.  ...

Philanthropy
July 23, 2026

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. ...

Strategy
June 24, 2026

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...

Real Estate
June 23, 2026

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

Financial Results
October 15, 2026

Goldman Sachs Asset, Wealth Revenues Rise 14 Per Cent In Q3 2026

The US bank’s asset and wealth management division lifted net revenues to $5.05 billion as higher management and incentive fees outweighed weaker investment and private lending returns. ...

Technology
October 15, 2026

Digital Digest: The Latest Tech News – Vistra, Yardi

The latest technology news in the wealth management sector from around the world. ...

People Moves
October 15, 2026

Who's Moving Where In Wealth Management? – Carson Group, Raymond James

The latest senior wealth management moves, appointments and personnel changes in the North American sector. ...

Financial Results
October 14, 2026

Bank Of America Wealth Arm Lifts Third-Quarter Revenue 13 Per Cent

Bank of America’s wealth division, which houses Merrill and Bank of America Private Bank, reported third-quarter net income of $1.5 billion as asset management fees rose 16 per cent. ...

Compliance
October 14, 2026

Bank Of America Penalized For More Than $1.21 Billion In AML, Sanction Violations

Part of the case concerned apparent breaches of sanctions programs covering Iran, Russia, narcotics and global terrorism. ...

Financial Results
October 14, 2026

Wells Fargo Wealth Management Revenue Rises In Q3 2026

Wells Fargo releases positive third quarter financial results, with wealth and management revenue up. ...