Latest Comment & Analysis

January 27, 2023

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. ...

Trust Estate
January 6, 2023

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. ...

Wealth Strategies
December 23, 2022

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...

M and A
December 22, 2022

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...

Real Estate
December 21, 2022

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...

December 20, 2022

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

February 2, 2023

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...

February 1, 2023

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. ...

Company Profiles
February 1, 2023

WEALTH TALK: A Matter Of Faith: Wealth Management In A Catholic Way


Family Office
February 1, 2023

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. ...

February 1, 2023

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...

January 31, 2023

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...