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Latest Comment & Analysis
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture have put HNW individuals on edge about their security, both on the physical and digital side. We talk to experts...
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100 years, and structures that are closely associated with these, called Delaware Statutory Trusts. Handled in the rig...
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure ...
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
Latest News
UK Bank Leans Into US Expat Growth Trend
With an increasing number of US expats relocating to the UK, London-based private and commercial bank Arbuthnot Latham has launched a new service designed for US-connected investors living in the UK. ...
Managing Family Offices' AI Risk – SPB White Paper
This paper from a law firm points out that family offices operate in a highly sensitive environment, where confidentiality, discretion and trust are paramount. At the same time, AI introduces a range of new and ...
AI To Drive Market Performance In H2 2026; US Equities To Outperform – Natixis IM Survey
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets under management, has released a strategist survey highlighting that market performance in the second half of 2026 ...
The Sustainability Phenomenon: Nuveen, CalSTRS
The latest developments in the sustainability space. ...
Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago - Goldman Sachs
While private banking fee revenues were hit by lower net interest margins, overall wealth and asset management results from the US group posted a strong gain in the quarter. ...
Acquisition Drive Elevates Sanctuary Wealth's Client Assets
The rise in assets comes amidst a wider industry trend of mergers and acquisitions. ...