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Latest Comment & Analysis
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Focusing On Fundamentals: Three Tax Strategies For 2023
The following commentary about tax planning comes from Bessemer Trust, the multi-family office. ...
An Integrated Model: How "AITi" Moves Forward From Tiedemann-Alvarium Merger
One of the top figures at the merged MFO business said the merger of the two is a full integration – the firm isn’t interested in just buying businesses and leaving them largely alone. ...
Space Tech's Investment Case Is Increasingly "Normal"
In a wide-ranging conversation, we talk to a lawyer with strong investment connections about spacefaring, Elon Musk, satellite costs and the wealth management attractions of space. ...
US Real Estate Wealth Manager Unveils Enhancements, Sees Big Potential
FWR talks to the business, overseeing about $1.5 billion of property assets, about how the sector is ripe for the kind of asset management techniques and approaches that have been working in the equities and bon...
California's Proposed Non-Grantor Trusts Crackdown Will Backfire Badly – Advisor
FWR talks to a wealth advisor in the Golden State about proposed changes to the taxation of out-of-state trusts. The change could, the advisor says, drive even more affluent citizens from California and shrink t...
Latest News
DoJ Probes Credit Suisse, UBS And Other Banks Over Russia Sanctions Concerns – Media
Requests for information were sent to the banks before UBS bought its Swiss rival in a "shotgun marriage" last weekend. Other banks, including those in the US, have also been asked to provide information. ...
Big Banks Warn Staff Not To Poach Clients From Ailing Rivals – Report
An aspect of the banking problems on both sides of the Atlantic is the attitude of healthier rivals and their approach on whether – or not – to take clients fleeing from stressed firms. ...
Deals Of The Day: The Latest In Wealth Management M&A – Wealthspire Advisors
The latest deals and transactions in and around North American wealth management. ...
OPINION OF THE WEEK: Credit Suisse's Demise Puts Focus Back On Liquidity, Strength
I take a look at some of the implications of the Credit Suisse story, and what it means in terms of how clients evaluate where to put money, and whether non-bank models, such as "external asset managers," can ex...
J Stern & Co Opens New York Office
Opening a New York office is in some ways a return to an important part of the firm's history. ...
Investment Managers React To US Federal Reserve Interest Rate Hike
After a two-day meeting, the Federal Open Market Committee voted to raise federal funds rate to a new target range, despite the banking turmoil. ...
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