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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 and how the team of experts at the law firm see challenges and opportunities unfolding. ...
A Powerful Investment Most Investors Overlook: Paying Less Tax
Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom Family Office. He spoke at this publication's Family Office Investment Forum of last week. ...
Rethinking Risk, Return: A Smarter Approach To Asset Allocation For Long-Term Success
Among the points made here is that investors sometimes don't realize that managers get paid bonuses even when their clients lose money. This, and other points about the need to set expectations, for example, is ...
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to those firms and advisors who get involved in the hard details of how these deals play out and what mistakes to avoi...
Miami Wealth Managers: How We Work With Latin Clients
In the second part of this feature, our US correspondent speaks to organizations such as WE Family Offices, Maximai Investment Partners, Premia Global Advisors, AlTi Tiedemann Global, Citi Private Bank, and othe...
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular approach to lining up potential parties in wealth management M&A transactions. ...
Latest News
UBS Adds To Wealth Advisory Capabilities In New York
The newly-recruited senior advisor, who was previously at Morgan Stanley, is experienced in advising and helping UHNW clients. ...
What's New In Investments, Funds? – CAIS
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Art Lending Market’s Potential Is Large; Requires Expert Guidance
The fine art market has its challenges, and owners who want liquidity and the ability to change their holdings should consider the art finance market. We report a recent explanation about the state of the territ...
Family Offices Expand Services To Keep Pace With Demand – Global Study
In a busy set of weeks for wealth management reports, this family offices study, drawing from organizations around the world, looks at areas such as governance, talent, investment and the cross-border nature of ...
Who's Moving Where In Wealth Management? – Anchyra Partners, Dynasty Financial Partners, Others
The latest senior wealth management moves, appointments and personnel changes in the North American market. ...
Single-Family Offices Still Keen On Direct Investing; Challenges Remain – Study
BNY Wealth has issued a report that drills down into the views of single-family offices worldwide, looking at their views about investment styles, digital assets, luxury sectors, and more. ...
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m