Latest Comment & Analysis
How Investment Limited Partners Can Advance With Fintech
In this guest commentary, a firm argues how limited partners' investment lives are being changed by technology, in ways that go far beyond the disruptions wrought by the pandemic. ...
Special Needs Trusts: Protecting The Whole Family With Wealth Planning
The authors of this article argue that trustees of special needs trusts should have a deep appreciation of the circumstances and aspirations of the beneficiary. ...
Faith-Based Investing In 21st Century - What's The Potential?
The firm, based in Wyoming, says there's big potential for "faith-based" investing to grow in the US. As the Christmas season approaches, it is perhaps fitting to talk to a business that takes a particular angle...
What’s Wrong With Envestnet, Goldman Sachs And CI Financial?
Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have been through big changes and M&A decisions, and talks to industry figures about how their strategies are working...
Florida's Strong Real Estate Story Needs Expert Guidance
FWR talks to a real estate investment and development specialist that has recently rolled out a fund in Europe and is broadening its international appeal so that more investors can capture the Florida story. The...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean that charities' coffers are strained. How should asset allocation and liquidity be managed at such a time, or sh...
Latest News
Pressures Grow On Companies To Squash Bribery, Corruption – Study
Enforcement agencies and regulators around the world are expanding their definition of corporate crime and political landscapes continue to shift, extending the compliance obligations on businesses, the report s...
Fine Art Finance – A Change Of Perspective For Your Collection
The international law firm gives a brief tour of the fine art investment landscape, a subject of interest to private client advisors, banks and others looking after HNW and ultra-HNW clients. ...
WEALTH TALK: A Matter Of Faith: Wealth Management In A Catholic Way
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Highworth Adds More US Family Offices As Coverage Expands
The group, with which this news service is exclusive media partner, has also added a number of family offices that are direct investors in private equity, VC and real estate. ...
Japan May Outpace US, Europe In 2023 - Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier, and portfolio managers Iain Cunningham and Alex Holroyd-Jones at Ninety One, an investment manager, discuss Japan’s economic pros...
Denial Of Service Attack Rate Rises, Fueled By Russia's Ukraine Invasion
The Russian invasion of Ukraine last February, combined with other factors, has driven a surge in the number of DDoS attacks on institutions such as banks and other financial firms. Wealth managers need to be on...
Award Winners
WealthTalk - Awards Videos
WealthBriefing MENA Awards – The View From Apex Group
Duration: 3.43m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: How Russia's Invasion Of Ukraine Might Affect Wealth Management
Duration: 6.42m
WealthTalk - Expert View Videos
WEALTH TALK: A Matter Of Faith: Wealth Management In A Catholic Way
Duration: 10.80m