New Office
October 8, 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in The Bahamas. ...

Strategy
September 9, 2024

SEI Broadcasts Longevity Benefits For OCIO Model

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the dynamics shaping it. ...

Company Profiles
July 31, 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult conversation that HNW travellers must have is about their physical security in case things go wrong. We talk to a fir...

Technology
July 25, 2024

FWR Family Office Cybersecurity, AI Summit – The Report

A range of industry experts cast their eye over cybersecurity programs, the role of AI in the family offices/wealth industry, the impact of new tech on physical security and building resilience are topics addres...

Real Estate
July 2, 2024

Multi-Family Real Estate Shines For US-Based Hamilton Point Investments

We talk to an investment firm and manager based in the US northeast about the commercial property sectors it likes – and those it prefers to keep away from. ...

Wealth Strategies
July 2, 2024

Private Markets Are "Where the Momentum Is": Morningstar Investment Conference

As readers know, private market investing is all the rage – to the point where some organizations have raised a few red flags. The private market story was front and center in the Morningstar conference attend...