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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...
We carry this brief interview with an executive search figure ...
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
With an increasing number of US expats relocating to the UK, London-based private and commercial bank Arbuthnot Latham has launched a new service designed for US-connected investors living in the UK. ...
This paper from a law firm points out that family offices operate in a highly sensitive environment, where confidentiality, discretion and trust are paramount. At the same time, AI introduces a range of new and ...
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets under management, has released a strategist survey highlighting that market performance in the second half of 2026 ...
The latest developments in the sustainability space. ...
While private banking fee revenues were hit by lower net interest margins, overall wealth and asset management results from the US group posted a strong gain in the quarter. ...
The rise in assets comes amidst a wider industry trend of mergers and acquisitions. ...