Asset Management
July 7, 2025

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. ...

Alt Investments
June 30, 2025

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 ...

Alt Investments
June 26, 2025

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...

Strategy
June 24, 2025

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...

Family Office
June 5, 2025

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. ...

Wealth Strategies
May 2, 2025

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. ...