Latest Comment & Analysis
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...
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure ...
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
Latest News
What’s New In Investments, Funds? – Hamilton Lane
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
EXCLUSIVE: European Bank Upbeat On US, Emerging Market Equities, Driven By Tech
As geopolitical tensions ride high, Valerie Genin, head of investments Monaco at Barclays Private Bank - part of the UK-headquartered Barclays Group - shares her insights with this news service. ...
Botoff Consulting Digs Deeper Into Family Office, UHNW Advisor Compensation Trends
The firm has argued that reliable compensation data, when paired with expert consultants who understand the family office landscape, becomes a powerful strategic tool. Botoff Consulting is embarked on a new surv...
Billionaire Ballot Battle: Tax Issues Loom Over US’s 250th Birthday
Debates about reducing inequality of income and wealth on one hand, and the dangers of the impact on economies on the other, continue in the US. Tax has, ever since the country's founding, been a central feature...
EMEA Region Set Pace For Strongest 2025 Wealth Growth, Followed By Americas – UBS
Among the mass of details, the report said that Switzerland continued to top the ranking for average wealth per adult at $910,382, followed by the US and Luxembourg. ...
Arch Appoints Chief Technology Officer
Arch is part of the intersection of AI and private market investing – two powerful themes in the current wealth management sector. ...