News, Comment & Analysis results for Archive

Strategy
October 7, 2024

Bracing For Election Uncertainty: The Tax And Regulatory Angles

Ahead of the US elections and an FWR summit in New York on November 13, we carry this item from

Fund Management
October 7, 2024

What's New In Investments, Funds? – Summit Partners

The latest news in investment offerings, financial products and other services relative to wealth

Technology
October 4, 2024

InvestCloud Gets A Brand Makeover

The California-headquartered firm says its brand makeover signals a new era of innovation,

People Moves
October 4, 2024

Who's Moving Where In Wealth Management? – Brown Brothers Harriman, Raymond James

The latest moves, appointments and other personnel changes in the North American wealth management

Family Office
October 4, 2024

New White Paper Lifts The Lid On Family Offices' Insider Security Threats

Threats to family offices from those who work within it, and other persons, need to be fully

M and A
October 3, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Hightower

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

People Moves
October 3, 2024

Northern Trust WM Makes Leadership Changes

Northern Trust, the Chicago-headquartered financial services group, has just made a number of

People Moves
October 3, 2024

Who’s Moving Where In Wealth Management? – Wealth Consulting Group, Schroders, Others

The latest senior moves, appointments and adjustments in wealth management roles across North

Family Office
October 3, 2024

US Family Offices Want Their Business Aircraft To Do Good – Airbus

Business jets used by family offices have a variety of uses, including humanitarian and charitable

Compliance
October 2, 2024

LPL Fires Arnold For Violating Code Of Conduct

The US financial advisory sector is digesting the news that the president and CEO of the country's

Comment & Analysis results for Archive

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

Tax
August 4, 2021

Retroactive CGT Impact Thwarts Some Client Moves - Rockefeller

A continued theme from this and other conversations with wealth managers is how clients should not

Emerging Markets
August 3, 2021

Chinese IPOs In US Boom, But Regulatory Frictions Loom - Editorial Comment

Ironically, information about the boom time in US-listed IPOs of Chinese firms coincided with

Family Office
July 29, 2021

Family Offices Should Behave As Regulated Entities

This article explores the various risks involved from the family office perspective, including