News, Comment & Analysis results for Archive

Alt Investments
December 6, 2024

What's New In Investments, Funds? – Dynasty Financial Partners, Nasdaq Private Market

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

Strategy
December 6, 2024

Wealth Platform Provider Partners With Trust Company

The collaboration will bring $114 million in assets to Osaic, the firms said.

Family Office
December 6, 2024

Unlocking Cross-Border Private Markets: Tax-Efficient Structuring For Global Family Offices

Geopolitical uncertainty and jurisdictional risks are driving an increasing number of family

Investment Strategies
December 6, 2024

State Street Likes US Equities, Expects Economic Resilience In 2025

Boston-headquartered State Street Global Advisors, the asset management arm of State Street

People Moves
December 6, 2024

Who's Moving Where In Wealth Management? – Vanguard, SEIA, Others

The latest senior wealth management moves and appointments in the North American industry.

Surveys
December 5, 2024

Affluent Citizens Fret Over Climate, Cybersecurity Risks – Chubb

Climate change and its impact – such as extreme weather – weighs on the minds of affluent North

People Moves
December 5, 2024

F2 Strategy Names New CEO

Co-founder and previous CEO Doug Fritz becomes executive chairman, enabling him to concentrate on

Surveys
December 5, 2024

Most US Advisors Pleased They Switched Firms – Survey

A study of hundreds of US advisors finds that among those who have changed firms, the vast majority

People Moves
December 5, 2024

Raymond James Officially Names New CEO

The firm is one of the largest players in its segment within wealth management in the US and

Investment Strategies
December 5, 2024

Risk: The Common Language Of Opportunity In Enterprise Fintech

In financial services, risk management drives enterprise-level decision-making. This was the focus

Comment & Analysis results for Archive

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

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