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Latest News

People Moves
September 28, 2022

Cresset Names New Chief People Officer

The US wealth management organization has a new chief people officer, replacing a predecessor who has announced her retirement. ...

M and A
September 28, 2022

RBC Completes UK Wealth Management Acquisition

The transaction, announced initially in late March, is one of the largest such deals in the UK wealth management space for some time.       ...

People Moves
September 28, 2022

Who's Moving Where In Wealth Management? – Neuberger Berman, Angeles Wealth Management

The latest senior moves in the North American wealth management sector. ...

Offshore
September 27, 2022

The Bahamas Position For Digital Assets Growth

There is a diverse patchwork of regulations for digital assets among IFCs, ranging from the restrictive to the relatively liberal. The Bahamas is crafting a regime to attract business while being mindful of stay...

Surveys
September 27, 2022

Mentors Make Big Difference For Wealth Advisor Diversity – Survey

The survey of wealth advisors comes at a time when the industry continues to wrestle with two overlapping issues: a shortage of talent, and a need to make the sector more diverse, inclusive and open. ...

Compliance
September 27, 2022

Crédit Agricole Units Settle With US Over Sanctions Violations

Subsidiaries of Crédit Agricole that operated from Switzerland and Monaco have agreed to remit money to the US for violating sanctions against a number of countries, including controls connected to Ukraine. The...

People Moves
September 26, 2022

Summary Of North American Wealth Management Moves – July 2022

July was a relatively brisk month for moves and appointments; one of the standout firms was Rockefeller Capital Management. ...

Strategy
September 26, 2022

Credit Suisse Scales Back In Brazil

Credit Suisse has about 1,000 employees in Brazil. ...

Strategy
September 26, 2022

Citigroup Continues Wealth Sector Pivot – Media

The bank has already been closing retail banking operations in 14 markets around the world, freeing up capital and resources so that it can concentrate on wealth management. ...

Alt Investments
September 23, 2022

CAIS Collaborates With US Asset Management House

Technology-driven platforms and channels such as CAIS are becoming more established, widening access to assets such as private equity and credit, venture capital and infrastructure. ...

M and A
September 23, 2022

Deals Of The Day: The Latest In Wealth Management M&A – RACEN, Moneta

The latest deals and transactions in and around North American wealth management. ...

People Moves
September 23, 2022

Who's Moving Where In Wealth Management? – Fiduciary Trust International, PwC, Hightower

The latest senior moves in the North American wealth management sector. ...

Strategy
September 22, 2022

Raymond James Intensifies HNW, Ultra-HNW Market Focus

The program is designed to improve how advisors look after high net worth and UHNW clients – a sign of how the Florida-headquartered firm wants to go after this client segment. And it is another riff on how ma...

Alt Investments
September 22, 2022

Fine Print Sours Alternative Funds Investors – Preqin

The fine print around alternative investment funds such as private equity, debt and venture capital puts off three-fifths of limited partners, according to a study of what discourages people from entering certai...

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes

Comment and Analysis

“Our research-driven features explore the most relevant topics for wealth managers, ranging from how technology shapes the industry through to which international financial centres make the largest impact. Our editorial and research teams draw on deep experience to bring readers the insights they need to drive profitable businesses in a fast-changing world.”

Tom Burroughes, Group Editor

Client Affairs
September 22, 2022

When Financial Storms Build, Consider Excess Deposit Bonds

Many wealthy people want to park their wealth in financial institutions to ride out market storms, but there are risks to this option. What tools exist to give peace of mind? ...

Company Profiles
September 19, 2022

Keeping Investment Under The Roof At Manhattan West

We catch up with a US wealth management firm that chooses to keep its investment management in-house rather than outsource it. ...

Alt Investments
September 19, 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient commodity market, overcoming historic factors that have previously prevented this. So far, only 1 to 2 per cent o...

Strategy
August 29, 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to follow. Financial hubs also compete as registration locations for aircraft; the sector also attracts investment from ...

ESG
August 16, 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy toward areas such as wind, solar, hydrogen, biomass and other sources has, among other events, been interrupted by Russia's squeeze of gas exports to ...

Wealth Strategies
August 1, 2022

Partners Capital Brings "Endowment Mindset" To Investments

The firm, founded in 2001, is one of a number of outsourced CIOs overseeing money for institutions and UHNW individuals. Perhaps unsurprisingly, it says inflation is top of mind as a concern for clients. ...

Research Reports

“We’re lucky to have an unparalleled network among the industry, encompassing the most senior executives along with those on the front line across all its segments. This allows us to delve deeply into every issue affecting the wealth industry and also to drive the discourse on key strategic issues.”

Wendy Spires, Head of Research

Offshore
June 14, 2022

The Bahamas And Resilience Through Testing Times – Latest Report

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

Technology
March 29, 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps Wealth Managers Must Avoid." Here, two of its senior consultants highlight key issues for decision-makers to con...

Family Office
October 4, 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts internationally to discover how sustainability and ESG priorities are playing out in the UHNW space. ...

Technology
March 22, 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from those right at the technology coal face. Download our new report to learn what some of the wealth tech sector’s...

WM Market Reports
October 23, 2019

The Onboarding Opportunity Is Still Being Missed: New Research

Client onboarding remains a disjointed process mired in manual workarounds and data silos for great swathes of the wealth management industry, new research by WealthBriefing and Fenergo has found. ...

WM Market Reports
October 17, 2019

EXCLUSIVE: New Client Acquisition - Research Report

This news service and Finantix have teamed up to issue new research on the wealth management sector's use of technology to find new clients. ...

Article Categories

Alt Investments
September 19, 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient commodity market, overcoming historic factors that have previously prevented this. So far, only 1 to 2 per cent o...

Alt Investments
July 11, 2022

Regulators Must Craft New Rules For Growing Private Markets

Private market investing has been a constant theme in wealth management over recent years. Are regulations keeping up with this? Given the issues at stake, the industry must work with watchdogs such as the SEC t...

Alt Investments
November 3, 2021

Family Offices, Venture Capital And World We Seek

There is a need for innovation in business and technology, as demonstrated by the pandemic and the drive to find viable, reliable alternatives to fossil fuels. And that means venture capital – a natural destin...

Alt Investments
October 28, 2021

Shift To Perpetual Capital Widens Access - Blackstone

The investment house, specializing for years in fields such as alternative assets, including private equity, credit and forms of real estate, is expanding its footprint. And it talked about the "perpetual" fund ...

Alt Investments
October 14, 2021

CAIS Taps Demand For Wider Alternative Investment Access

Everyone seems to be talking about private market investing - "alternative investment" - these days. A need for advisors and clients is having good seats at the table and being educated about the benefits and tr...

Alt Investments
December 23, 2020

Embracing Equity Options In A Volatile World

A fund harnessing tech such as artificial intelligence operates in the market for options, a familiar form of financial derivative used to both magnify returns and hedge certain risks. FWR talks to its manager a...

Asset Management
July 27, 2021

ETFs Driving Custom Benchmarking Boom

The range of indexes that track markets, themes and specific sectors continues to mushroom. New forms of financial engineering give wealth managers new ways to tap into a business area, and customized benchmarks...

Asset Management
April 20, 2020

Asset Managers Flex Muscles In Share Voting Season

There have been calls to improve transparency and the way shareholders participate in the proxy voting season as social and governance issues take on new urgency. ...

Asset Management
December 13, 2019

How Sustainability Is Redefining Asset Management

Sustainability has undeniably been the buzzword of 2019. This guest piece from the strategy team at Liquidnet examines the appetite for ESG and where the challenges lie. The author notes that in Europe alone, la...

Asset Management
September 6, 2019

What Does The Risk Of No-Deal Brexit Mean For Investors? RBC Commentary

RBC Wealth Management's head of investment strategy comments after an extraordinary week in Westminster. ...

Asset Management
July 25, 2019

Private Investments: Three Things To Consider Before Joining The 40 Per Cent Club

The 40 per cent club refers to institutions with 40 per cent of total portfolio allocation committed to private investments. They do this for good reason argues Cambridge Associates' managing director, and more ...

Asset Management
August 10, 2017

GUEST ARTICLE: Systemic Risk In The Rise Of Passive Investments

Passive investment certainly has an important role to play. With low costs, ease of use and strong recent performance but is but is an incomplete investment solution, concealing risks and introducing bias, the a...

Art
February 4, 2022

Web 3.0: Planning For Art NFT Collectors

NFTs are popular in applications which require unique digital items, including crypto art, digital collectibles and online gaming, where some guarantee of authenticity and ownership history adds value. As far as...

Art
December 21, 2020

Online Art Auction Growth Here To Stay - Citi Private Bank Study

The fine art auction market can act as a temperature measure for how high net worth and ultra-HNW people feel about the state of the economy and their own finances. Growth of online art auctions has increased ra...

Art
August 11, 2020

Donating Tangible Assets: Alternatives To Selling Art, Collectibles - Part Two

This second half of a two-part article examines ways of transferring art without actually selling it, in order to reduce tax liabilities and retain art within a family or some kind of structure enduring beyond t...

Art
August 10, 2020

Donating Tangible Assets: Alternatives To Selling Art, Collectibles - Part One

This two-part article examines the ways of transferring art without actually selling it, in order to reduce issues around tax and also to retain art within a family or some kind of structure enduring beyond the ...

Art
July 28, 2020

The Art Market: What Has Changed, What Should Stick

The pandemic offers art world players a chance to make big industry changes. This view, from a long-time collector, marks a fresh look at this important asset class for coverage in August. The last few months fo...

Art
November 23, 2018

Managing the Family Art Collection As A Family Business

The author of this item, an expert on fine art and investment, argues that just like a family business, every family collection needs management both for itself and in order to share it with the outside world. ...

Client Affairs
September 22, 2022

When Financial Storms Build, Consider Excess Deposit Bonds

Many wealthy people want to park their wealth in financial institutions to ride out market storms, but there are risks to this option. What tools exist to give peace of mind? ...

Client Affairs
October 29, 2021

Advising Clients On New Asset Classes, Advanced Planning, And Philanthropy

With so many financial market changes, planning challenges and complexity around investment, there's only so much one can expect from ultra-high net worth individuals' in their ability to learn their way through...

Client Affairs
December 22, 2020

WEALTH TALK: Cross-Border Financial Products, Services - Examining The Risks

This is the eighth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
December 8, 2020

WEALTH TALK: Anti-Corruption Probes, Extradition Risks In Africa

This is the seventh edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
November 10, 2020

WEALTH TALK: Exploring Cross-Border Reputation Management

This is the fifth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
October 30, 2020

WEALTH TALK: Focus On Tax, Estate Planning Scramble Pre-US Elections

In this video, we discuss the kind of workload US wealth managers must contend with in the days ahead of the US elections on Tuesday next week. ...

Compliance
May 9, 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with compliance and regulatory issues around the world. ...

Legal
December 20, 2021

Choosing Your Estate Attorney – Part 2

This is the second half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...

Compliance
December 8, 2021

Wealth Managers Can't Relax As Gensler's SEC Marches On - Baird

One of the top men at Baird, the US wealth management house, recently spoke to FWR about his thoughts on what the Securities and Exchange Commission's new boss means for wealth managers and the regulatory landsc...

Compliance
November 1, 2021

Wealth Industry Must Be Bolder, Better At Advocating Privacy Rights

After another big leak of data, the wealth management industry must become less reactive and more assertive in making the case for legitimate privacy. And firms must co-operate with other stakeholders to foil ba...

Compliance
November 24, 2020

WEALTH TALK: Where Fine Art And AML Meets

This is the sixth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Legal
November 23, 2020

When HNW Business Owners' Marriages Go Sour: Structured Solutions

This news service talks to Northern Trust about the kind of complexities arising when business owners and their spouses break up, and the sort of structures and methods that can be used to make the process less ...

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. ...

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...

Family Office
May 2, 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices on the database of Highworth Research – an organization working with Family Wealth Report – throws up all kinds of useful data points for people tracking the se...

Family Office
April 8, 2022

Charting Family Offices' Needs

What should family offices do in-house and what should they outsource? Should certain families create these structures at all, or choose another course? And what do different generations want, and need help with...

Family Office
March 22, 2022

Raising The Family Office Game At Silicon Valley Bank

We talk to two senior figures at SVB about the work being done with family offices and venture capital. ...

Family Office
March 9, 2022

Taking The Pain From Family Office's Data Chores

The chores of paying bills, keeping ledger records, reporting on investments, capital calls and other tasks may not make the blood race, but these tasks can make the difference between a family office that works...

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 ...

Investment Strategies
May 3, 2022

Behavioral Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behavior and how humans actually conduct themselves is becoming more a part of the regular wealth sector conversation. Controversies and questions remain. ...

Investment Strategies
April 29, 2022

Investing Amid Stagflation: US Wealth Managers' Perspectives

US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy and demands from investors for returns. We talk to three organizations about their views on everything from bond ...

Investment Strategies
October 21, 2021

How The Pandemic, Inflation And China Will Affect Financial Markets

Putting investment returns on the table at a time when inflationary pressures - and higher interest rates from historically low levels - are a concern, is going to take more work. This news service reports on co...

Investment Strategies
June 25, 2021

SPACs Lose Momentum, But Here To Stay - Industry

After rising explosively over the past two years, blank check companies have slowed down, as SEC noises and investor nerves weigh on deals. But in the US and overseas, the model of these blank check entities ret...

Investment Strategies
April 15, 2021

How Should US Investors Approach Chinese Equities Market?

US investors are arguably under-invested in Chinese equities and should change to diversify. But China's regulatory landscape and corporate governance - or the lack of it - are big concerns. Trade tensions, such...

WM Market Reports
October 8, 2021

Family Offices Gradually Fall More In Love With VC

A report casts its eye over how family offices around the world approach venture capital. Such organizations are often thought of as holders of "patient capital", making them logical partners for VC as an asset ...

WM Market Reports
January 29, 2021

Family Offices Remain Overwhelmingly Male-Dominated - Study

The family office industry remains male-dominated, but those who work in it aren't perhaps as old as might be assumed. A new report seeks to illuminate the population characteristics of people who toil in the in...

WM Market Reports
December 23, 2020

Can SPACs Work In The RIA Market?

The number of special purpose acquisition companies entering the market has risen by more than four times this year. These entities provide buyers with a low-cost entry into the vehicle and the stakes become a l...

WM Market Reports
November 11, 2020

WEALTH TALK: Focus On US Regional Markets

This video features a discussion on the work this publication has done to map two important regional markets in the US. ...

WM Market Reports
October 19, 2020

Seattle Wealth Management Market: Can Explosive Growth Continue?

The Seattle wealth management sector has grown rapidly and its prowess is underscored by a number of M&A deals and launches. But as readers know, the city has had its share of problems. How should industry figur...

WM Market Reports
August 24, 2020

Review: The Rich In Public Opinion By Rainer Zitelmann

This news service reviews a chunky new study of how people in the US, Germany, the UK, France and other places view the wealthy and what those attitudes suggest for the future. It also has lessons for those advi...

Philanthropy
November 2, 2021

Planning For Philanthropy In Divorce 

The authors of this article explain how proper planning can help mitigate the negative impact divorce might have on past philanthropy. ...

Philanthropy
June 5, 2020

HNW Philanthropy Distributions Surge Amid Pandemic

Holders of different charitable structures have ramped up distributions to various causes as a result of COVID-19, highlighting how the philanthropy side of wealth management is handling the crisis. ...

Philanthropy
March 17, 2020

Philanthropy In The Age Of COVID-19

The global COVID-19 crisis raises questions for a number of areas and philanthropy is certainly involved in this. Whether it be funding for medical treatment and research and care for vulnerable groups, a number...

Philanthropy
January 2, 2020

Paying It Forward: A Donor’s Manual to Scholarships

Funding college scholarships is a central feature of education philanthropy. The area is full of complexity, however, and it is possible for benefactors to err. This article explores the details and recommends h...

Philanthropy
December 18, 2019

Scaling Up Philanthropy - The View From UBS

It is the world's largest wealth management firm and it is also a major player advising clients about philanthropy. Just as economies of scale apply in parts of the financial services space, they bring efficienc...

Philanthropy
December 4, 2019

The Giving Season: Wilmington Trust's Philanthropy Approach

We continue our series on philanthropy and wealth management, talking to Wilmington Trust. ...

Strategy
August 29, 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to follow. Financial hubs also compete as registration locations for aircraft; the sector also attracts investment from ...

Strategy
April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by Canada's CI Financial, to ask about the strategy, the idea of holding an IPO of its US wealth arm, and the valuations o...

Strategy
February 28, 2022

Why Partners Should Review Their Buy-Sell Agreements – Now

It is vital for advisory firms to review those agreements before partners face a crisis or an impending sale to make sure that partners can transition ownership smoothly, ensure liquidity and avoid expensive lit...

Strategy
December 24, 2021

Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead

Some late-December musings about what the year has meant for the industry and thoughts about what lies ahead. This news service is taking a holiday break and will resume publication from the start of January. Be...

Strategy
November 5, 2021

California Still Shines Bright For UBS

After UBS made several hires of advisors in the Newport Beach and Orange County area of California, this news service caught up with the banking and wealth management group to ask for its views about this market...

Strategy
September 30, 2021

Alvarium-Tiedemann Merger: Are Its Global Ambitions Realistic?

A US and London-based multi-family office aim to combine, building an organization with significant presence around the world. Coming at a busy time for M&A in the sector, we speak to the man slated to be CEO of...

Surveys
June 30, 2020

Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated

There is much talk in the wealth industry about the importance of talent management but what institutions work to develop the skills and aptitudes? Here is a list from organizations around the world. ...

Surveys
April 7, 2020

COVID-19 Hammers Billionaires, Some Escape Downdraft – Report

The market slump has wiped hundreds of billions from the portfolios of the world's richest men and women. A study from Asia shows that among the handful who bucked the trend, all of them were from China. ...

Surveys
January 17, 2014

Emerging Millionaires: An Opportunity For Advisors - But Expect A Change In Demographics - Survey

An alarming 77 per cent of those on the cusp of entering millionaire territory don’t have a written financial plan, while a similar percentage aren’t confident in their ability to invest, a new study shows. ...

Surveys
September 26, 2012

Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study

Three-quarters of estate plans relating to HNW clients are at least three years old, yet an overwhelming 95 per cent of these clients have experienced “significant changes” since the plans were drawn up, a n...

Surveys
April 26, 2012

What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations

While the worst of the financial crisis may be over, members of the exclusive Tiger 21 peer-to-peer network feel “we are no way in the clear,” according to their asset allocations for the first quarter. ...

Surveys
January 18, 2012

Wealthy Agree That Their Wealth Brings Responsibility, Even In Tough Times

Millionaires in the US feel that their wealth comes with a responsibility to help the country through its challenges, a new survey from PNC Wealth Management reveals. ...

Tax
September 22, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 2

This is the second half of an article setting out what the author says are the tax and value-building qualities of life insurance in the various forms in which it operates in the US. ...

Tax
September 21, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 1

This is the first half of an article setting out what the author says are the tax and value-building qualities of life insurance in the various forms in which it operates in the US. ...

Tax
August 4, 2021

Retroactive CGT Impact Thwarts Some Client Moves - Rockefeller

A continued theme from this and other conversations with wealth managers is how clients should not let "the tax tail wag the investment dog." ...

Tax
June 24, 2021

Tax Burdens Increase, But Shouldn't Dominate Thinking - Industry

It is pretty certain that the tax burden is going to rise, but while certain adjustments make sense, this should not dominate how people address estate planning, transfer and investments. ...

Tax
June 24, 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed data on America's 25 richest people which showed that some of them paid very little tax. It published masses of records about wealthy individuals, such as Jeff Bezos,...

Tax
June 9, 2021

Anxious Times For IFCs After G7 Corporate Tax Accord

After the Group of Seven nations agreed on a minimum 15 per cent corporate tax rate, IFCs have started to address what they may have to confront. Offshore centers are in a position analogous to a competitive bus...

Technology
June 2, 2022

Family Office Members Want Fast Data – Time To Step Up Pace

Shortly after launching a new app designed to give family office clients faster access to their net worth and other financial information, we talk to Eton Solutions about what it sees as the state of the family ...

Technology
April 6, 2022

Wanted: “All Rights Reserved” For NFTs

Non-fungible tokens are all the rage, and they are a talking point in areas such as the art world. But what about the intellectual property protections for NFTs? How robust are they, how do they work, and what n...

Technology
March 29, 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps Wealth Managers Must Avoid." Here, two of its senior consultants highlight key issues for decision-makers to con...

Technology
March 7, 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of digital assets to run their businesses, or investing in them to make money. ...

Technology
October 20, 2021

Undisclosed Digital Assets? - Decision Time Is Now

Those individuals buying and holding cryptocurrencies - aka digital assets - may have mistakenly thought they are shielded from tax and other state actions. That's a mistake, argues the author. Owners must plan ...

Technology
April 1, 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and increase client engagement. But this requires careful thought about advice monitoring, efficiency and - of course - com...

Trust Estate
July 28, 2022

Can I Leave My Truck To My Dog?

The author of this article argues that pet owners should act to have someone care for their animals after the owner dies or is incapacitated. And people should consider alternative ways to provide for pets, and ...

Trust Estate
July 15, 2022

What's In Your Wallet? – Estate Planning For Cryptos, Tokens

How should assets such as bitcoin and NFTs be handled when it comes to estate planning and wealth transfer? How does modern technology affect the kind of considerations that advisors have wrestled with for decad...

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...

Trust Estate
December 17, 2021

Choosing Your Estate Attorney – Part 1

This is the first half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...

Trust Estate
December 1, 2021

Should You Give Your Trustees A Test Run First?

The author of this article, a prominent figure in the industry, argues that testing trustees makes sense no matter who they will be. ...

Trust Estate
August 6, 2021

Wealth, Business Transfer Talks - Starting Is The Hardest Part

We read a lot about "intergenerational wealth transfer" but it is important to note that the most difficult part of the process is even raising the topic. With trillions of dollars at stake, and tax cuts almost ...

White Papers
May 29, 2020

RIAs' Digital Revolution Has Barely Begun - White Paper

There has been a lot of commentary recently about how wealth managers are having to embrace digital technologies of all kinds to stay relevant. A year ago, a study found the changes were not that far advanced. G...

White Papers
September 18, 2019

Understanding The Psychology Of The Super-Rich

An academic and investor is exploring the psychological drivers of entrepreneurship and wealth. Here are some of his thoughts. ...

White Papers
January 25, 2017

Smart Strategies For Growth: A Study Of The UK Wealth Management Industry

Smart Strategies for Growth: A Study of the UK Wealth Management Industry has now been launched, a whitepaper produced by WealthBriefing, in partnership with SS&C Advent. ...

White Papers
March 23, 2015

Q&A: Learning From The Industry's Growing Group Of "Super-Ensemble" Advisory Firms

A group of around 250 "super-ensemble" firms, those with over $1 billion in AuM, are setting new standards for the advisory industry, according to a new report. This publication looks at what have been described...

White Papers
February 14, 2011

Issues Will Always Exist In A Family Business – White Paper

A new white paper, Issues Will Always Exist in a Family Business: Tackling Them Is the Real Trick, outlines the issues and opportunities the Myers family is tackling in the journey to build and maintain their le...

White Papers
January 18, 2011

Investors’ Attraction To The Asian Consumer - Rockefeller White Paper

A white paper published by Rockefeller Financial concludes that investors cannot ignore the ongoing trends of urbanization and wealth generation in Asia and the investment opportunities they create. ...

UHNW Institute
December 9, 2021

Does Your Firm Really Offer Integrated Family Wealth Services?

What is the value of "integration" in a family office, why does it matter, and how do we know if it has been achieved? This topic is discussed by two experts in the family offices industry and the business of se...

UHNW Institute
March 8, 2021

Family Office Solutions For Physical And Health Issues - UHNW Institute White Paper

Families often need to be supported so they can work through complicated medical and psychiatric problems, and handle sometimes fraught conversations when problems arise. The author of this White Paper sets out ...

UHNW Institute
October 24, 2019

UHNW Business Models: The Registered Investment Advisor

This article delves deep into the business model of the Registered Investment Advisor, exploring what should be its defining qualities and some of the associated controversies. It is part of a series of analyses...

UHNW Institute
July 15, 2019

The Evolving World Of Broker-Dealer Platforms

In this latest exclusive commentary from the UHNW Institute, author Bill Woodson considers what is happening in the broker-dealer space. ...

UHNW Institute
May 16, 2019

A History Of Wealth Management - UHNW Institute

The authors of this article for the UHNW Institute set out a narrative of how US wealth management came to be what it is today. ...

UHNW Institute
May 15, 2019

The Skinny on UHNW Wealth Management Models - UHNW Institute

Many UHNW individuals are and can be confused about the array of business models pitching for their business. This article - the first of a five-part series - explores the terrain. ...

M and A
June 23, 2021

RIA Mergers, Acquisitions At Mid-Year - State Of The Market

There's no reason, wealth industry figures say, why there won't be more busy M&A activity affecting the RIA space. So far this year there has been a burst in transactions, then a drop, followed by a recovery. Wh...

M and A
May 14, 2021

Critical Transition Lessons For Wealth Managers

DeVoe & Company, a firm that covers the mass of M&A activity that has been happening in the North American wealth industry, recently held a conference exploring business transition and the challenges it raises. ...

M and A
November 3, 2020

Europe's Investment House Makes "Significant" Investment Into Sanctuary Wealth

The Milan-based business is tapping into what it sees as an important wealth management growth model within the US sector. Terms of the transaction weren't disclosed. ...

M and A
October 8, 2020

M&A Spree Shows Scale Is Name Of The Game

A prominent figure in the North American wealth space ruminates on a spate of M&A activity, breakaways, and what this says about the state of the market. ...

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September 17, 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying that the heads of UBS and Credit Suisse were considering a possible merger has been one of the most-read articles...

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June 16, 2020

Wealth Sector Foreign Buyers Shrug Off Pandemic

A number of firms in North America have been snapped up by foreign buyers, setting aside problems caused by COVID-19 - or even profiting from perceived falls in valuation - to make purchases. This also continues...