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With multi-millionaires and billionaires spending huge amounts on sports teams in the US and overseas, this has become a significant banking opportunity. We talk to Citi Wealth, part of Citigroup, and its head o...
We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector and how the team of experts at the law firm see challenges and opportunities unfolding. ...
Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom Family Office. He spoke at this publication's Family Office Investment Forum of last week. ...
Among the points made here is that investors sometimes don't realize that managers get paid bonuses even when their clients lose money. This, and other points about the need to set expectations, for example, is ...
At a time of continued M&A activity in the North American wealth sector, we continue to talk to those firms and advisors who get involved in the hard details of how these deals play out and what mistakes to avoi...
In the second part of this feature, our US correspondent speaks to organizations such as WE Family Offices, Maximai Investment Partners, Premia Global Advisors, AlTi Tiedemann Global, Citi Private Bank, and othe...
Hong Kong-headquartered Vistra, a provider of essential business solutions that helps organizations to invest and grow across the world, hires new head. ...
Madrid-headquartered Allfunds, a wealthtech platform with over €1.5 trillion ($1.77 trillion) in assets under administration, makes senior hire. ...
The US-listed investments group is building its connections to financial advisors. ...
Examining ways of dividing pre-marital assets in divorce and the financial impact, the author considers two models for arriving at settlements. ...
The new CIO for the Americas will continue to be based in Miami, the Zurich-listed group said. ...
The new president will drive growth and deepen client engagement across the Western US. ...
Duration: 3.88m
Duration: 18.25m
Duration: 15.90m