News, Comment & Analysis results for Apple

Technology
July 7, 2025

Legal, Insurance, And Technology Strategies For Family Office Protection

We continue to provide coverage of the Family Wealth Report forum on the cybersecurity challenges

Emerging Markets
June 2, 2025

Africa: A New Landscape For Family Office Investing

This article sets out the main reasons why family office investors need to take Africa seriously.

Wealth Strategies
May 5, 2025

Equity Concentration Risk And How To Solve It: Another Look

Concentration risk in portfolios is at high levels, and the recent market selloffs have focused

Strategy
May 1, 2025

What Advisors Need For Competitive Landscape

We talk to Ameriprise about talent management, recruitment and how advisors seek to enhance their

Technology
April 29, 2025

Benefits, Caveats Of AI Adoption In Spotlight At Family Office Fintech Forum

We report in the first of two articles about discussions held at the family office fintech forum,

Investment Strategies
April 22, 2025

Setting The Scales On AI: Rebalancing Risk, Staying Open To Opportunities

Given that "Big Techs" have often fed into, and benefited from, the excitement generated by AI, the

Trust Estate
March 25, 2025

The Critical Piece Of Estate Planning Many Families Overlook

As the author asks, the market is full of talent advisors, tax professionals and attorneys, but

UHNW Institute
February 28, 2025

UHNW Institute Symposium – Full Report

Here is the complete report from the Institute's Symposium, held in New York in November last year.

Philanthropy
February 20, 2025

Choosing A Charitable Vehicle – A Walk Around The Territory

A range of factors need to be considered when deciding whether to use a donor-advised fund or a

Investment Strategies
February 19, 2025

How Investors Tap Into Space Economy Under Trump 2.0

The author here considers some of the large opportunities – and a few risks – associated with

Comment & Analysis results for Apple