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
US Treasury Permanently Ends BO Reporting Requirement On US Persons, Corporates
This week, the US government ratcheted up debate on how far authorities can go in putting beneficial ownership data into the public domain. ...
What's New In Investments, Funds? – Clear Street Launches Private Markets Equity Research
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Who's Moving Where In Wealth Management? – Ameriprise Financial, Raymond James
The latest executive moves, appointments and personnel changes in North American wealth management. ...
Digital Digest: The Latest Tech News – WealthReach, SageContent
The latest technology news in the wealth management sector from around the world. ...
Potomac FM Hails $5 Billion Milestone, Says It Will Almost Double HQ Space
The asset manager said it has added $2 billion of client assets since the start of this year, having grown rapidly from just $140 million six years ago. ...
Tech Delivers Investment Goods For UK-Based Wealth Firm
Darius McDermott at Chelsea Financial Services and FundCalibre shares his insights on the case for tech-driven emerging market and US equities, as well as for investment trusts and gold. ...