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Latest Comment & Analysis

Offshore
October 29, 2026

ANALYSIS: A New "Golden Visa" – Now It's Argentina's Turn

Argentina has introduced a citizenship-by-investment program, one of a number of "golden visas" certain jurisdictions have adopted in recent years, to varying levels of applause and condemnation. We talk to advi...

Practice Strategies
October 23, 2026

ANALYSIS: Removing A1 Gender Biases In Wealth Management

Women typically outlive men and their financial needs can differ, but without due care, wealth managers' AI tools will operate on established biases in the data. We talk to a US-based figure in the tech and weal...

Strategy
August 5, 2026

ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector

The global market for concierge medicine is, on some estimates, going to be worth more than $41 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...

Strategy
July 27, 2026

ANALYSIS: The Evolving, Widening World Of Concierge Services

Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...

Legal
July 24, 2026

OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality

Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand.  ...

Philanthropy
July 23, 2026

ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures

The editor reflects on how the world of giving is affected when a major wealth creation event – such as a launch of a rocketry, satellite and engineering company – takes place. ...

Latest News

M and A
November 6, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Modera, RS Crum

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
November 6, 2026

Change At The Top Of PNC

As the group's existing CFO prepares to become executive vice chairman next March, PNC is elevating one of its own senior figures to take over the chief financial officer role. PNC provides services including we...

Investment Strategies
November 6, 2026

German Asset Manager Outlines 10 Investment Themes For 2027

German asset manager DWS has published the fourth edition of its CIO Special, which sets out 10 key themes for the year ahead. From Washington to Berlin, and from AI data centers to the new space economy, DWS ou...

Asset Management
November 6, 2026

What's New In Investments, Funds? – Benefit Street Partners

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

People Moves
November 5, 2026

Who's Moving Where In Wealth Management? – Envestnet, LPL Financial, Raymond James

The latest senior wealth management sector moves in North America. ...

M and A
November 5, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Robertson Stephens, ALTIUS Financial

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...