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Latest News


Tax - January 23, 2020

A Proposed US Wealth Tax: How To Prepare

Cresset, the US wealth management firm that has expanded rapidly in the past couple of years, explains what could and should be done to prepare clients if a wealth tax is enacted in the US. ...


People Moves - January 23, 2020

UBS Snags 17-Strong North Carolina Team

The wealth management business of the Swiss bank has recruited a large team, announced in the same week that the group issued full-year and Q4 results for 2019. ...


New Office - January 22, 2020

US Wealth Firm Continues Florida Expansion Story

The organization is adding another office in Southern Florida, continuing a trend of US wealth managers expanding in the state and building out operations there, given the attractions of expanding wealth in this...

Comment and Analysis


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...


WM Market Reports - December 20, 2019

WEALTH TALK: Taking Stock Of 2019, Looking Ahead To 2020

After a momentous year for politics and financial services in jurisdictions such as the US, Britain, Hong Kong and France, we take a chance to reflect on what the wealth management story has been and what is in ...


Strategy - December 20, 2019

Updated Forward Features Schedule

This is a list of the topics the editors of this news service are tracking over the coming 12 months. It is revised regularly. ...


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...


Investment Strategies - December 17, 2019

Why Family Offices Should Consider Distressed Investing

The author of this article looks at an area which perhaps isn’t helped by its name. “Distressed” does not have to be distressing. There are some mutterings that the credit cycle in the US and other countri...