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Latest Comment & Analysis

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...

Offshore
July 1, 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector alongside this publication. This is the first of a two-part series. ...

Trust Estate
July 1, 2024

Keeping Composed Amid Threatened Taxes On Unrealized Capital Gains, Other Moves

When there's an election on the way, and tax is a regular feature of debate, advisors and clients need to be ready for whatever unpleasant measures are being proposed. The idea of taxing unrealized capital gains...

Strategy
June 28, 2024

The Client Experience Is The New Holy Grail

Attending a Morningstar conference in Chicago, our US correspondent hears comments about how wealth managers can improve the client experience, and what sort of trends shape client-advisor interactions. ...

Surveys
June 26, 2024

The Good, The Difficult And The Stable – The View From Headhunters

We talk to wealth management headhunters in North America and other parts of the world about what they see as the important trends in the industry right now. ...

Latest News

Financial Results
July 18, 2024

Net Income Jumps At Northern Trust, Aided By Visa Sale Proceeds

One of the forces driving up the earnings figures was a sale of Visa shares this year. ...

People Moves
July 18, 2024

California-Headquartered Wealth House Names M&A Head

The firm, based in Los Angeles and operating in different parts of the US, has signaled its merger and acquisition ambitions with the hire. ...

People Moves
July 18, 2024

Vistra Continues North America Build-Out

The MD for North America has worked at the business for a decade, originally joining in Singapore and working in Australia and the UK, before heading to Canada. ...

People Moves
July 17, 2024

New West Coast RIA Aims To Keep Clients Serene

A firm founded in Santa Monica aims to keep its clients calm and composed - important outcomes in turbulent economic times. ...

Financial Results
July 17, 2024

Net Income Shines At BoA's Wealth, Investment Division

The Charlotte, North Carolina-headquartered bank reported a broadly stronger set of figures within its wealth and investments arm. For the overall group, net income dipped, as rising revenues were offset by fall...

Financial Results
July 17, 2024

Morgan Stanley's Q2 Net Revenues Rise; Market Backdrop Aids Wealth Arm

The US wealth management house and investment bank became the latest of the big US financial houses to report second-quarter results for 2024. ...