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
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. ...
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. ...
Wells Fargo Wealth Management Revenue Rises In Q3 2026
Wells Fargo releases positive third quarter financial results, with wealth and management revenue up. ...
The Hotel Looks Like Real Estate – The Risk Lives In The Operation
For family offices considering direct hotel ownership, the decisive underwriting question is not only what the property is worth. It is whether the operating business can produce the return. ...
EXCLUSIVE: French Investment House Expects Progress On Investment In Renewables At COP31
Ahead of the 31st United Nations Climate Change Conference (COP31) in Antalya Turkey, taking place from November 9 to 20, Jean-Philippe Desmartin at Edmond de Rothschild Asset Management talked with this news se...
JP Morgan Reports Higher Q3 2026 Net Income, AuM Rises In Assets, Wealth Arm
The US lender announced higher net income in its asset and wealth arm today as banks started to disclose financial results for the third quarter of this year. ...