Comment & Analysis results for Archive

M and A
February 3, 2025

How – And Why – MFOs Are Cashing In On The M&A Boom

Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition

Strategy
February 3, 2025

Price Pressures, Desire For Independence Fuels Need For Guidance

The North American wealth sector has its share of challenges, and also opportunities for ambitious

Strategy
December 20, 2024

High Performing Family Offices: Thinking About “Me” As Much as “We”

This article examines the process of sustaining and growing financial prosperity alongside durable

Strategy
December 20, 2024

Wealth Manager’s Conundrum: The Paradox Of Enough

This article addresses attitudes to money, and how to avoid the trap of regretting later in life

UHNW Institute
December 19, 2024

Redefining Wealth Management: Highlights From The UHNW Institute Symposium

The Symposium, discussing the full implications of what is called Integrated Family Wealth

Wealth Strategies
December 18, 2024

A Comprehensive Guide To Concentrated Stock Positions

Diversifying a portfolio sounds reasonable and wise, but it turns out that making the move comes

White Papers
December 18, 2024

Family Office Fintech Summit – The Report 

As part of the value given to those involved in the summit and who want to find out more, we carry

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

Understanding Wealth Sector Bottom Line: The DuPont Model

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

Investment Strategies
November 18, 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential