Comment & Analysis results for Archive

Compliance
January 18, 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of

Family Office
January 16, 2024

There Is No Such Thing As A Family Office – Part 2

This article explores the the reasons for the problems families encounter by failing to view the

Family Office
January 15, 2024

There Is No Such Thing As A Family Office – Part 1

With this provocative title, this article explores the terminology of the family office space and

Compliance
December 13, 2023

Reviewing "Center for Art Law Report on Anti-Money Laundering and Art"

With implications for the global market, a new guide to the world of fine art and anti-money

Investment Strategies
December 11, 2023

Wealthy Global Families Keep Smiling On US Stocks – Bernstein Private Wealth

We talk to the US wealth management firm about what sort of positioning it is seeing from its

Philanthropy
December 7, 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about

White Papers
December 6, 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in

Alt Investments
November 29, 2023

Sandalwood Has Family Office Mindset In Its DNA

There's much talk these days in wealth management about the importance of "alignment" of interests.

Alt Investments
November 28, 2023

Private Markets Ecosystem Says It Fixes Fragmented Sector

In the quest to improve access and take out some of the chores and complexities involved in private

Technology
November 27, 2023

How Sam Altman-OpenAI Saga Affects RIAs

Our US correspondent takes a detailed look at the drama around the leadership of OpenAI and what