News, Comment & Analysis results for Archive

ESG
May 22, 2024

WEALTHTALK – The Value, Impact Of Shareholder Advocacy

Trust Estate
May 22, 2024

Navigating Complex Estate Settlement Terrain

A great deal of emotional stresses and demands arise on the death of a relative, and there are many

People Moves
May 22, 2024

Fairport's Chairwoman Concludes 37-Year Career

A prominent female figure in the US wealth sector is retiring from the industry.

People Moves
May 22, 2024

Franklin Templeton Makes Leadership Changes

California-based investment manager Franklin Templeton revamps its distribution leadership teams to

Family Office
May 22, 2024

Preview: New York Family Office Cybersecurity, AI Summit – June 4

The summit will examine cybersecurity and artificial intelligence, including how these fields

Technology
May 22, 2024

EXCLUSIVE: Tech Automation Holds Rich Wealth Management Promise – In Conversation With FNZ

This news service speaks to one of the firms that has delved into what advisors think AI and other

ESG
May 22, 2024

Land Rebirth Captures Big Carbon Volumes, Good For Business – Study

Regenerative agriculture may not yet be a major slice of all farming and land management, but its

Strategy
May 21, 2024

JP Morgan's Dimon Signals Looming Retirement, Frowns On Regulations – Media

The CEO – holding the spot since 2006 – has talked about his own final stages of a career that

Family Business Insights
May 21, 2024

Current, NextGen Family Business Members Don't See Eye-To-Eye – Deloitte Private

Perhaps it is unsurprising that a study – carried out at the start of this year – into the view

Surveys
May 21, 2024

It's True – AI Really Does Boost Financial Sector's Productivity

A new PwC study analyzing AI's impact on jobs, skills, wages, and productivity suggests that it

Comment & Analysis results for Archive

Offshore
October 11, 2021

Pandora Papers: The Rich Are Back In Firing Line

Entrepreneur and surveyor of public attitudes toward wealth, Dr Rainer Zitelmann, takes aim at the

WM Market Reports
October 8, 2021

Family Offices Gradually Fall More In Love With VC

A report casts its eye over how family offices around the world approach venture capital. Such

Offshore
October 4, 2021

Offshore Centers Look Back, Forward In Uncertain Times

We talk to industry figures in various IFCs in Europe to ask how international pressures and the

Family Office
October 4, 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts

Strategy
September 30, 2021

Alvarium-Tiedemann Merger: Are Its Global Ambitions Realistic?

A US and London-based multi-family office aim to combine, building an organization with significant

Offshore
September 28, 2021

The Bahamas: The Clear Choice For International Financial Services

Here is the 2021 edition of a report about The Bahamas, prepared in partnership with The Bahamas

Tax
September 22, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 2

This is the second half of an article setting out what the author says are the tax and

Tax
September 21, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 1

This is the first half of an article setting out what the author says are the tax and

Offshore
September 13, 2021

New Wealth House Serving US Expats Explains Investment Angle

UK-based Shard Capital created a new service a year ago for US expats. The business has a very

Trust Estate
August 6, 2021

Wealth, Business Transfer Talks - Starting Is The Hardest Part

We read a lot about "intergenerational wealth transfer" but it is important to note that the most