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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. ...
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...
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...
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
A media report says one of the largest US investment firms is considering a purchase of AITi Global. Franklin Templeton has declined to comment. ...
Under the change, about $1.2 billion of client assets will move to the new entity. ...
The senior appointments will strengthen the investment manager’s global product, exchange traded funds and Asia Pacific capabilities. ...
The US-headquartered group, formed via CI Financial's 2023 rebrand of its US wealth arm, continues to make large wealth management acquisitions. ...
The latest executive moves, appointments and personnel changes in North American wealth management. ...