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Latest Comment & Analysis
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
The global market for concierge medicine is, on some estimates, going to be worth more than $41 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand. ...
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event – such as a launch of a rocketry, satellite and engineering company – takes place. ...
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...
Latest News
UBS Expands California Footprint
The new office, already home to several UBS Wealth Management teams, has been designed to foster collaboration, support future growth and enhance the service UBS advisors deliver to clients. ...
Deals Of The Day: The Latest In Wealth Management M&A – Sequoia Financial Group, BSW Wealth Partners
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Investment In AI Infrastructure To Reach $31.6 Trillion Through 2050 – PwC
With a number of investment managers positive about infrastructure investing in 2026, PwC has released a new report predicting a sharp rise in investment in AI infrastructure. ...
Who’s Moving Where In Wealth Management? – Intellectus Partners, Avantos, Osaic
The latest executive moves, appointments and personnel changes in North American wealth management. ...
Summary Of Q2, First-Half 2026 Financial Results In Wealth Management, Private Banking
We summarize results for the private banking and wealth management arms of banking groups and, in a few cases, standalone private banks. ...
Deals Of The Day: The Latest In Wealth Management M&A – Allworth Financial, High Fall Advisors, Holistic Financial Partners
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...