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Argentina has introduced a citizenship-by-investment program, one of a number of "golden visas" certain jurisdictions have adopted in recent years, to varying levels of applause and condemnation. We talk to advi...
Women typically outlive men and their financial needs can differ, but without due care, wealth managers' AI tools will operate on established biases in the data. We talk to a US-based figure in the tech and weal...
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...
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. ...
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. ...
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. ...
The author of the article, who is based at Nordea in Denmark, argues that the electricity grid is where the AI boom, the energy transition, and the reshoring of industry physically collide. Addressing that bottl...
The latest senior wealth management sector moves in North America. ...
Mark Dunley-Owen at Bermuda-headquartered Orbis Investments discusses why he believes bonds are attractive today, and why he has a preference for US bonds over the UK and France. ...
The technology firm is targeting US wealth managers that want to modernize investment technology without replacing the core systems they already run. ...
What are the top risks that wealth managers should prepare for? The CFA Institute seeks to find the answers. ...
This news service will be hosting a summit in New York for family offices, with investment as the main theme. Given market gyrations and topics such as private markets, AI and wealth preservation in the frame, t...