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The latest edition of our regular "Tech Traps" reports. ...
The following commentary about tax planning comes from Bessemer Trust, the multi-family office. ...
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. ...
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. ...
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...
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...
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. ...
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. ...
The latest deals and transactions in and around North American wealth management. ...
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...
Opening a New York office is in some ways a return to an important part of the firm's history. ...
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. ...