News, Comment & Analysis results for CITI

Practice Strategies
April 11, 2025

Why Wealthy People Receive Sub-Par Healthcare And How To Fix It

The following article, written by a senior figure in the medical profession, challenges

Art
April 8, 2025

A Tale Of Two Art Markets In 2024 – UBS, Art Basel

The ninth edition of The Art Basel and UBS Global Art Market Report 2025 by Arts Economics has just

Strategy
April 8, 2025

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

Strategy
April 7, 2025

Miami’s Lucrative Latin American Market: Ample Opportunity, Proceed With Caution

Our US correspondent examines Miami's status as an international wealth hub, and the kind of

Investment Strategies
April 3, 2025

Tariff Move Prompts Investors To Shed Risk; Equities, Dollar Fall – Reactions

President Trump's announcement yesterday of sweeping tariffs on a raft of countries around the

M and A
April 2, 2025

Mercer Advisors Adds Nearly $1 Billion With New Acquisitions

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been a large

Technology
April 1, 2025

Get Ready For AI Joining A Client-Advisor Meeting

FWR talks to Vestmark about the ways that AI is making an impact on the day-to-day tasks of wealth

Practice Strategies
March 31, 2025

How Rockefeller Family Experience Benefits Other UHNW Clients

We talk to Rockefeller Capital Management about its approach to financial planning, working with

Trust Estate
March 25, 2025

The Critical Piece Of Estate Planning Many Families Overlook

As the author asks, the market is full of talent advisors, tax professionals and attorneys, but

Strategy
March 24, 2025

Future Proof Comes To Miami Beach: Sand, Sun And Speed Dating

Our US correspondent attended a "Future Proof" conference in Miami Beach to take the temperature of

Comment & Analysis results for CITI