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Latest Comment & Analysis

Market Research
June 15, 2022

Agricultural Innovation Needed To Resolve Challenges – Wealth Managers

As food security moves up the political agenda, specialist investment managers from Franklin Templeton and RBC Wealth Management look at the innovation and investments needed to feed a growing population in a su...

June 14, 2022

The Bahamas And Resilience Through Testing Times – Latest Report

This is a mini-series on The Bahamas Financial Services Industry. ...

Family Office
June 1, 2022

Single-Family Offices' Tech Shyness – How To Overcome It?

For all kinds of reasons, single-family offices have not rapidly embraced technology, although Covid-19 has jolted some into action. We talk to a variety of individuals about the market. ...

Trust Estate
May 27, 2022

A Master Exit Plan Protects Family Wealth For Generations

What sort of considerations apply when a business owner chooses to hand over the reins, either by selling or transferring to others. With many Boomers and even younger owners moving on, there's never been a more...

Investment Strategies
May 26, 2022

ESG Investment And Arms – How Ukraine Changes The Conversation

ESG investors might once have assumed that weapons were off-limits, and divested from stocks of firms making fighter jets, guns and missiles. But as the Russian attempted conquest of Ukraine shows, weapons used ...

Family Office
May 12, 2022

Single-Family Offices Fret Over Transparency, Data Demands – EY

The pace of regulatory change continues to change and with it demands – not always wise – for ever more transparency and disclosure. Family offices around the world are finding the process increasingly conc...

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Alt Investments
June 24, 2022

Bank Of America Takes Strategic Stake In iCapital

The rise of iCapital speaks to a wider story of how firms, using technology, are widening investor access to private market asset classes that have in the past been relatively hard to break into. ...

June 24, 2022

Hedge Fund Titan Moving To Florida From Chicago – Report

There has been a narrative of financial firms, including some in the wealth management space, moving to Florida and building office presences there. The state doesn't collect income tax. ...

June 24, 2022

Digital Digest: The Latest Tech News – Citigroup 

The latest digital and technology innovations, product and service developments in the world's wealth management sector.     ...

Alt Investments
June 24, 2022

WEALTH TALK: Gold, Yields And Hot Inflation


People Moves
June 23, 2022

Who's Moving Where In Wealth Management? – Troutman Pepper

The latest moves and appointments in the North America wealth management sector. ...

People Moves
June 23, 2022

Change At Top Of Raymond James' Alex. Brown Division

The Florida-based firm has announced a change of leadership. ...