Latest Comment & Analysis

Alt Investments
November 28, 2023

Private Markets Ecosystem Says It Fixes Fragmented Sector

In the quest to improve access and take out some of the chores and complexities involved in private market investing, new business models in wealth management continue to take shape. Here is an example. ...

November 17, 2023

Tax Changes In Massachusetts: Another Look At Details

With changes to state-wide taxes coming in Massachusetts, this news service talks to a large US wealth management player for more detail about the implications. ...

Real Estate
October 27, 2023

Commercial Real Estate Outlook, Deals, and Risk for Family Offices

Here's an overview of discussions held at this publication's recent family office investment summit. The authors are David Wieland and James Brunger. ...

Emerging Markets
October 23, 2023

India’s New Growth Drivers

This article examines the ingredients of India's rise as an economic and business power, and the investment case that this gives rise to. ...

October 16, 2023

Families Who Fail To Spend All Their Time On Power – In Conversation With Jay Hughes

In this wide-ranging interview, FWR talks to an author of a book on family dyamics and ways to frame them. It covers reflections about the politics of families, the roles that members play in taking difficult de...

October 9, 2023

Pitcairn And Predicament Of The Mid-Sized MFO

The sector of multifamily offices is a highly developed one in the US. It is a business area that has competitive challenges in a world of changing technologies and client expectations. Our US correspondent exam...

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White Papers
December 6, 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in the Caribbean jurisdiction. ...

M and A
December 5, 2023

Yieldstreet Agrees To Buy Real Estate Platform

Together, Yieldstreet and Cadre serve more than 500,000 members across eight institutional and retail distribution channels.  ...

People Moves
December 5, 2023

Who's Moving Where In Wealth Management? – Ameriprise Financial, Dynasty, Others

The latest moves and appointments in wealth management in the Americas. ...

December 5, 2023

Switzerland's Pictet Admits Helping US Clients Hide Income, Assets; Reaches DPA

The private banking group, founded in 1805, said it has cooperated extensively with US authorities. In the period covered by the US action, Pictet helped US taxpayers to use coded accounts, foreign trusts and en...

December 5, 2023

Recession In 2024, Bonds Favored – Carmignac

Paris-based asset manager Carmignac has just released its 2024 outlook, which discusses the macro and market trends impacting investors and the firm's preferred investment strategy heading into 2024. ...

December 4, 2023

Getting The Philanthropy Strategy Right For HNW Families

We talk to Wingspan Legacy Advisors, a US firm which works with families on important conversations. Philanthropy is one such topic. ...