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Latest Comment & Analysis

Real Estate
September 15, 2023

Big Trend On Campus – The Rise And Resilience Of Student Housing 

The writer here gives an upbeat view on the case for investing in student housing. ...

September 6, 2023

Navigating Health, Wealth In Today's World – Part 1

Navigating the healthcare system for HNW individuals and families can sometimes be complex and overwhelming. Wealth advisors must understand how the worlds of health and wealth overlap and integrate.  ...

Company Profiles
September 1, 2023

"Social Fitness" Of Wealthy Families – Why It Matters

A measure of how well people assess, build and make the most of relationships with others, such as family members, is at the heart of a business that focuses on making HNW families work together more strongly ...

August 30, 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire Patton Boggs walks readers around the issues. ...

Wealth Strategies
August 23, 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to New Mountain Capital about the benefits of holding floating-rate credit exposures and how this can work to investors' advantage when rates have been rising, as they have recently. ...

Alt Investments
August 17, 2023

EXCLUSIVE: Focus On Private Equity, Evergreen Portfolios – Hamilton Lane

Brian Gildea, managing director and head of evergreen portfolios at private equity firm Hamilton Lane shares his insights into whether private equity and other private market alternatives can tap into the high...

Latest News

People Moves
September 22, 2023

Who's Moving Where In Wealth Management? – JP Morgan Private Bank, Raymond James

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

Company Profiles
September 22, 2023

Putting Physical, Digital Security Under One Roof As Threats Swirl

The world is an uncertain place and whether physical security is an issue, or the cyber kind, HNW individuals and families need protection in business, at home, and on the road. A variety of firms cater to such ...

September 22, 2023

US Recession Not On Cards, EU Resilient – Franklin Templeton

Sonal Desai, chief investment officer for US-based investment manager Franklin Templeton Fixed Income, discusses the global macroeconomic outlook and opportunities in fixed income.   ...

M and A
September 21, 2023

Deals Of The Day: The Latest In Wealth Management M&A – NFP, Divergent

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Alt Investments
September 21, 2023

CAIS Adds Raft Of Strategies To Investment Menu

Based in the US and operating internationally, CAIS is one of a crop of tech-based platforms that have upended the way alternative investments reach HNW clients and their advisors. ...

September 21, 2023

Guest Article: Philanthropy Is Evolving – Advisors Must Adapt

Annabel Spring, CEO of HSBC Global Private Banking, discusses the role of philanthropy in wealth management. ...