News, Comment & Analysis results for ACE

Art
July 16, 2025

How To Save Artists, Collectors From Fake Buyers And Fraudsters

Fraud, fakes and misattribution of fine art – a guide for avoiding problems.

Compliance
July 15, 2025

AML Compliance Cheat Sheet For RIAs

For RIAs and others trying to make sense of new US anti-money laundering rules, this publication

Compliance
July 15, 2025

How RIAs Are Reacting To – And Preparing For – New AML Rule

This article examines the ways RIAs, multi-family offices and others in the wealth management space

People Moves
July 15, 2025

Who's Moving Where In Wealth Management? – UBS, Envestnet, Osaic, Others

The latest moves, appointments and personnel changes in the North American wealth management

Investment Strategies
July 15, 2025

After Trump Hits EU, Mexico With 30 Per Cent Tariffs – Wealth Managers React

Following US President Donald Trump's announcement over the weekend that he would levy a 30 per

Surveys
July 15, 2025

New York Is World's Eighth Most Expensive City, Singapore Top

The "Julius Baer Global Wealth & Lifestyle Report 2025" was published yesterday at a turning point

Tax
July 14, 2025

One Big Beautiful Bill Act: Implications For Family Offices, HNW Investors

Experts at a global law firm examine the main provisions of the recent US tax and spending

Compliance
July 14, 2025

RIAs Face "Added Burdens" As Deadline For New AML Rule Looms

Delving into the details, we report that forthcoming and formidable US regulatory requirements mean

New Products
July 14, 2025

What's New In Investments, Funds? – Stonepeak

The latest news in investment offerings, financial products and other services relevant to wealth

Financial Results
July 11, 2025

iCapital Raises $820 Million In Fresh Capital Round, Eyes "Strategic Acquisitions"

One of the most prominent disruptors providing HNW individuals with access to alternative

Comment & Analysis results for ACE

Alt Investments
June 26, 2025

Alternatives Face Mounting Scrutiny, Skepticism

In the first of two articles looking at the growing use by HNW, affluent and even retail investors

Alt Investments
May 9, 2024

Private Credit Matures But Yet To Face Big Recession

We talk to a law firm that engages in the area of private credit funds and other alternative

Company Profiles
June 30, 2023

US Wealth Sector In Transition – Filling Gaps In Advisory Space

The firm interviewed here by FWR argues that the independent advisor market, especially sub $500

Technology
February 23, 2023

Space Tech's Investment Case Is Increasingly "Normal"

In a wide-ranging conversation, we talk to a lawyer with strong investment connections about

Technology
June 2, 2022

Family Office Members Want Fast Data – Time To Step Up Pace

Shortly after launching a new app designed to give family office clients faster access to their net

Strategy
November 30, -0001

Banca del Gottardo: the Swiss bank with an Italian face

Founded in 1957 in Lugano Banca del Gottardo was once one of the first stops over the border for