Latest Comment & Analysis
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. ...
Rethinking Risk, Return: A Smarter Approach To Asset Allocation For Long-Term Success
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 ...
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
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...
Miami Wealth Managers: How We Work With Latin Clients
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...
Latest News
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 ...
Rockefeller Global Family Office Adds Fort Lauderdale-Based Team
The US wealth management organization has been adding teams around the country. ...
NextGen's Wealth Creation Shift – In Conversation With AITi Tiedemann
The first generation of a UHNW family might focus initially on protecting – and enjoying – what they have. And rightly so. But at some point, as a family expands, it needs to switch into creation mode. We ta...
Who's Moving Where In Wealth Management? – Dechert, Bleakley, UBS, Osaic, Others
The latest senior moves in the North American wealth management sector. ...
New Wildfire Insurance Program Launched For Art Collectors
The massive fires that caused so much damage to homes and other properties across southern California earlier this year raise a number of important issues. Among them, is that owners of fine art and other valuab...
Cross-Border Wealth Rose Strongly In 2024; Organic Growth A Headache – BCG
The "big three" international booking centers of Singapore, Hong Kong and Switzerland clocked up strong cross-border inflows last year, showing that they remain as relevant as ever. Wealth growth was particular...
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WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
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WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m