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Latest Comment & Analysis

WM Market Reports
March 22, 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

March 22, 2023

Focusing On Fundamentals: Three Tax Strategies For 2023

The following commentary about tax planning comes from Bessemer Trust, the multi-family office. ...

March 6, 2023

An Integrated Model: How "AITi" Moves Forward From Tiedemann-Alvarium Merger

One of the top figures at the merged MFO business said the merger of the two is a full integration – the firm isn’t interested in just buying businesses and leaving them largely alone. ...

February 23, 2023

Space Tech's Investment Case Is Increasingly "Normal"

In a wide-ranging conversation, we talk to a lawyer with strong investment connections about spacefaring, Elon Musk, satellite costs and the wealth management attractions of space. ...

Alt Investments
February 22, 2023

US Real Estate Wealth Manager Unveils Enhancements, Sees Big Potential

FWR talks to the business, overseeing about $1.5 billion of property assets, about how the sector is ripe for the kind of asset management techniques and approaches that have been working in the equities and bon...

February 15, 2023

California's Proposed Non-Grantor Trusts Crackdown Will Backfire Badly – Advisor

FWR talks to a wealth advisor in the Golden State about proposed changes to the taxation of out-of-state trusts. The change could, the advisor says, drive even more affluent citizens from California and shrink t...

Latest News

March 24, 2023

DoJ Probes Credit Suisse, UBS And Other Banks Over Russia Sanctions Concerns – Media

Requests for information were sent to the banks before UBS bought its Swiss rival in a "shotgun marriage" last weekend. Other banks, including those in the US, have also been asked to provide information. ...

Banking Crisis
March 24, 2023

Big Banks Warn Staff Not To Poach Clients From Ailing Rivals – Report

An aspect of the banking problems on both sides of the Atlantic is the attitude of healthier rivals and their approach on whether – or not – to take clients fleeing from stressed firms. ...

M and A
March 24, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Wealthspire Advisors

The latest deals and transactions in and around North American wealth management. ...

Banking Crisis
March 24, 2023

OPINION OF THE WEEK: Credit Suisse's Demise Puts Focus Back On Liquidity, Strength

I take a look at some of the implications of the Credit Suisse story, and what it means in terms of how clients evaluate where to put money, and whether non-bank models, such as "external asset managers," can ex...

New Office
March 23, 2023

J Stern & Co Opens New York Office

Opening a New York office is in some ways a return to an important part of the firm's history. ...

March 23, 2023

Investment Managers React To US Federal Reserve Interest Rate Hike

After a two-day meeting, the Federal Open Market Committee voted to raise federal funds rate to a new target range, despite the banking turmoil.  ...