News, Comment & Analysis results for Archive
Anthropic Fires Starting Gun On IPO, Creates Potential Liquidity Event Blockbuster
Anthropic's connections to wealth management have already been flagged with its launch of tools for
McDermott Will & Schulte Names 36 New Partners
The law firm’s promotions include two private client partners in Los Angeles and Chicago,
LaSalle Names New Private Wealth Head
One of the larger players in the real estate investment sector, LaSalle IM oversaw $86.8 billion of
Citi Obtains Approval For Wholly-Owned China Securities Business
Citi's license is a sign that large US banks are deepening their mainland exposure in certain ways,
OPINION OF THE WEEK: Could UBS Move Swiss HQ If Proposed Capital Rules Hurt?
The editor considers what UBS might do if proposed federal Swiss capital rules, likely to be
Who's Moving Where In Wealth Management? – RBC Wealth Management, Raymond James
The latest senior wealth management moves, appointments and personnel changes in the North American
AI Won't Fix Wealth Management's Data Problem
The author of this article, who took part in a recent discussion on AI and wealth management in a
The Family Office IT & Cybersecurity Playbook: An Inside Look
In the family office ecosystem, technology and cybersecurity are no longer administrative
South Carolina-Led Wealth Management Joins Osaic
The firm cited succession planning and access to Ladenburg Thalmann Asset Management among the
Opportunities in AI, Metals, Commodities Amidst Resource Crunch – Ninety One
With the world’s physical resources back at the center of the global economy, amid geopolitical
Comment & Analysis results for Archive
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
The global market for concierge medicine is, on some estimates, going to be worth more than $41
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event –
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a