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The challenges of managing artworks in estate plans can be complicated and financially – and emotionally – draining. This is the third article in a series looking at how such issues can be addressed. ...
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven't always kept up...
The emotional and financial costs of handling estate-related litigation can be severe, and not always fully understood. In the second article in a series, the author looks at important considerations for people ...
We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees unfold. ...
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the post-M&A integration blues. ...
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
A bank saying it has a third of the world's art-based lending market and which has an art advisory and services arm talks to FWR about this business, and the November auctions season in New York. ...
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
After what has been a tough time for private equity in 2022 and 2023, California-headquartered investment manager Franklin Templeton, like a number of firms, sees attractive opportunities within private markets ...
The latest moves, appointments and personnel changes in North America. ...
A summary of the results for the largest North American banks, in particular looking at their private banking and wealth results in the final quarter of last year and for all of 2025. ...
Taking views from the US, London and other jurisdictions, we consider how and why family offices and the UHNW individuals they serve move around, open new offices, and position to handle risks and opportunities....