News, Comment & Analysis results for Archive

Investment Strategies
December 10, 2024

Franklin Templeton’s Managers Positive About US, EM Equities, Bonds In 2025

California-based Franklin Templeton’s specialist investment managers outline their outlooks for

Strategy
December 10, 2024

Top Artificial Intelligence Concerns For Family Offices

The author of this article, an expert in the world of security, talks about AI and the risks

Investment Strategies
December 10, 2024

PineBridge Investments Favors US Industrials, Banks In 2025

US asset manager PineBridge Investments has just published its latest insights on the

Offshore
December 9, 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction.

Strategy
December 9, 2024

Family Wealth Alliance Pricing Study: Raise Fees Or Risk Losses

The wealth management sector dreads having to raise fees, and many family offices haven't hiked

People Moves
December 9, 2024

Serenus Wealth Advisors Names New York Partner

The California-based firm has launched a new office in New York.

Tax
December 9, 2024

Estate, Business Tax Details In Limelight After Republicans' Victory

The possibility that estate tax exemptions in the US could be extended rather than sunset, and

Technology
December 9, 2024

Digital Digest: The Latest Tech News – Voya Financial, Orion

The latest technology news in the wealth management sector in North America.

Strategy
December 9, 2024

Understanding Wealth Sector Bottom Line: The DuPont Model

Providing integrated wealth management presents a range of challenges, such as how to assess

Investment Strategies
December 9, 2024

France's Carmignac Re-Engages With European Equities

Raphaël Gallardo, chief economist and Kevin Thozet, a member of the investment committee, at

Comment & Analysis results for Archive

Client Affairs
October 29, 2021

Advising Clients On New Asset Classes, Advanced Planning, And Philanthropy

With so many financial market changes, planning challenges and complexity around investment,

Alt Investments
October 28, 2021

Shift To Perpetual Capital Widens Access - Blackstone

The investment house, specializing for years in fields such as alternative assets, including

Offshore
October 27, 2021

Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands

As part of a set of articles looking at how offshore centers have tried to cope with the pandemic

Investment Strategies
October 21, 2021

How The Pandemic, Inflation And China Will Affect Financial Markets

Putting investment returns on the table at a time when inflationary pressures - and higher interest

Technology
October 20, 2021

Undisclosed Digital Assets? - Decision Time Is Now

Those individuals buying and holding cryptocurrencies - aka digital assets - may have mistakenly

Family Office
October 19, 2021

Single-Family Offices - What Do They Own?

The author of this piece, who has access to a comprehensive database of what SFOs invest in, points

Alt Investments
October 14, 2021

CAIS Taps Demand For Wider Alternative Investment Access

Everyone seems to be talking about private market investing - "alternative investment" - these

Family Office
October 13, 2021

Book Review: The Family Office, By William Woodson and Edward Marshall

A new book exploring the details and challenges faced in creating and managing a family office was

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