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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...
Since the start of this year, HTSW, which launched in October last year, has added almost $30 billion in assets under management. ...
The platform handles much of the data, accounting and reporting chores for family offices. ...
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Avaloq, a tech provider to private banks such as HSBC, Deutsche Bank, Barclays and Edmond de Rothschild, released its Wealth Management Index today. It reveals a new geography of wealth management as modern mark...
The latest executive moves, appointments and personnel changes in North American wealth management. ...
After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and the US Federal Reserve, kept interest rates on hold last week, as expected, wealth managers discuss the impact on ...