News, Comment & Analysis results for Archive
The Firm Of The Future: The UHNW Institute Puts the Toolkit in Action
Here is a brief overview of the November 17-18 Symposium – an annual event – held by the UHNW
Doing Well Through Doing Good: Investing In Rare Disease Drugs
A panel examines what happens when people have what is called "patient capital" and how it can be
Oil And Gas As A Real Asset Strategy
This article explores the benefits to HNW individuals of investing in oil and gas to produce cash
Billionaires' Total Wealth Rises, Continue To Eye Relocation – UBS Study
The study drills into wealth transfer trends, the nature of what billionaires invest in, their
Wealthy North Americans Confident On Economy; Cybersecurity Scares Them – Chubb
A report from one of the largest US insurance groups delves into what HNW citizens fret about, what
Mercer Advisors Acquires Maryland-Based Wealth Manager
The transaction adds to a series of acquisitions by Mercer in recent months.
Cresset Adds $1.4 Billion Team To Houston Office
The addition of the team comes a few week after another group in Wyoming came on board.
Northern Trust Names New Wealth CIO
There's a new investment chief at the US-headquartered group.
AI Technology Meets Humanity In Next-Generation Wealth Stewardship
A new segment from this news service’s recent family office investment summit in New York City.
Wealthfront Launches IPO Roadshow
The digital wealth management firm has been pondering the next stage of its development for some
Comment & Analysis results for Archive
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives"
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors
The Beautiful Game: How Citi Wealth Works With Sports Team Owners
With multi-millionaires and billionaires spending huge amounts on sports teams in the US and
A Finger On The Pulse: Squire Patton Boggs' Family Office Practice
We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector