Latest Comment & Analysis
The Beautiful Game: How Citi Wealth Works With Sports Team Owners
With multi-millionaires and billionaires spending huge amounts on sports teams in the US and overseas, this has become a significant banking opportunity. We talk to Citi Wealth, part of Citigroup, and its head o...
A Finger On The Pulse: Squire Patton Boggs' Family Office Practice
We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector and how the team of experts at the law firm see challenges and opportunities unfolding. ...
A Powerful Investment Most Investors Overlook: Paying Less Tax
Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom Family Office. He spoke at this publication's Family Office Investment Forum of last week. ...
Rethinking Risk, Return: A Smarter Approach To Asset Allocation For Long-Term Success
Among the points made here is that investors sometimes don't realize that managers get paid bonuses even when their clients lose money. This, and other points about the need to set expectations, for example, is ...
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to those firms and advisors who get involved in the hard details of how these deals play out and what mistakes to avoi...
Miami Wealth Managers: How We Work With Latin Clients
In the second part of this feature, our US correspondent speaks to organizations such as WE Family Offices, Maximai Investment Partners, Premia Global Advisors, AlTi Tiedemann Global, Citi Private Bank, and othe...
Latest News
The Two Frameworks That Could Determine Your Financial Future In Divorce
Examining ways of dividing pre-marital assets in divorce and the financial impact, the author considers two models for arriving at settlements. ...
EFG Appoints Americas CIO, Deputy Chief Executive For Miami RIA Business
The new CIO for the Americas will continue to be based in Miami, the Zurich-listed group said. ...
Northern Trust Names New Regional President
The new president will drive growth and deepen client engagement across the Western US. ...
Mercer Buys Massachusetts-Based Wealth Manager
Mercer has been one of the more vigorous acquirers of wealth management firms in North America during recent years. ...
Who's Moving Where In Wealth Management? – Osaic, True North Advisory Group, DeVoe
The latest senior moves, appointments and personnel changes in North American wealth management. ...
BlackRock Likes European Fixed Income As Investors Diversify From US Assets
US investment manager BlackRock has released its fixed income outlook for the third quarter of 2025 highlighting why it thinks the fixed income landscape provides a generational opportunity for bond allocation...
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m