Latest Comment & Analysis
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives" – the reality is that investors have shrinking choices in public, listed markets, which raises the need to find ...
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors of what are loosely dubbed alternative assets, we note a level of skepticism that is becoming more evident about...
The Beautiful Game: How Citi Wealth Works With Sports Team Owners
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...
A Finger On The Pulse: Squire Patton Boggs' Family Office Practice
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. ...
A Powerful Investment Most Investors Overlook: Paying Less Tax
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. ...
Latest News
Who’s Moving Where In Wealth Management? – Pandion Asset Management
The latest moves, appointments and personnel changes in wealth management in North America. ...
Baron Capital Makes Senior Hires
New York-headquartered Baron Capital, a growth equity investment firm, names new chief technology officer, head of strategic partnerships, and head of distribution strategy, as the firm expands its leadership te...
The Family Office Trap: When Doing Too Much Does Harm
Family offices are sometimes in danger of making the mistake of "overserving" their clients, so the authors of this article argue. ...
DAFgiving360 Donors Shatter Grant-making Record
One of the largest providers of DAFs – formerly known as Schwab Charitable – says that the use of these structures is at record levels. DAFgiving360 is a non-profit organization. ...
EDITOR'S SUMMER PICKS: The Beautiful Game: How Citi Wealth Works With Sports Team Owners
The editor is re-releasing some of the more eye-catching articles that we have run this year. ...
Who’s Moving Where In Wealth Management? – Lido Advisors
The latest moves, appointments and personnel changes in North American wealth management. ...