News, Comment & Analysis results for Archive

Alt Investments
March 31, 2026

Imposing Order On Fragmented "Alts" Data – In Conversation With Arch

Growing use by family offices of private markets and other "alternative" investments adds to the

Tax
March 30, 2026

IRS Figures Show How States' Tax Rates Spur Migration

The figures will add to debate on whether rising taxes – beyond a certain level – reduce rather

Real Estate
March 30, 2026

Family Office, Conglomerate Eye Saudi Hotels Growth Surge

The Kingdom, under its Vision 2030 program, wants to expand areas such as hotels and

M and A
March 30, 2026

US Wealth Manager Buys UK's MASECO

The purchase of MASECO is another case of North American groups buying into the UK's wealth

M and A
March 30, 2026

Corebridge, Equitable Holdings Enter $22 Billion Merger

The firms, both which are listed in New York, said they will create a major retirement, life,

Comment & Analysis results for Archive

Alt Investments
June 30, 2025

Biggest Fans Of Alternatives? Family Offices, UHNW Clients

Whatever questions arise about the increased noise around private markets – aka "alternatives"

Alt Investments
June 26, 2025

Alternatives Face Mounting Scrutiny, Skepticism

In the first of two articles looking at the growing use by HNW, affluent and even retail investors

Strategy
June 24, 2025

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

Family Office
June 5, 2025

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

UHNW Institute
June 4, 2025

How UHNW Institute Is Standardizing, Structuring, And Elevating The Profession

The UHNW Institute – the think tank reshaping how wealth management for UHNW clients is addressed