News, Comment & Analysis results for Citi
Near And Far: Considerations In Moving Assets Abroad
For US citizens, moving assets abroad is fraught with complexity and difficulties; this article
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
Investment Managers Calm After US Middle East Action
After the US formally entered the Israel-Iran conflict over the weekend, wealth managers discuss
Senior Trio Join Bank Of America Private Bank For New York Metro Market
FWR understands that these joiners are not replacements, but additions to the team and part of an
The Evolution of Data, Doxxing In Post-UnitedHealthcare World
As part of the reports from last week's FWR family office forum on cybersecurity topics in New
Carmignac Favors Moving Assets Outside US
French asset manager Carmignac shares its insights on the economic outlook for the second half of
OPINION OF THE WEEK: UBS's Regulatory Headache, And "High-Risk" IFCs
The editor looks at two stories of recent days – the regulatory tussle between UBS and the Swiss
Summary Of North American Senior Wealth Management Moves – April 2025
A summary of the moves in the North American wealth sector, covering a number of types of firm,
UBS Adds To Wealth Advisory Capabilities In New York
The newly-recruited senior advisor, who was previously at Morgan Stanley, is experienced in
iCapital CEO On New Partnerships, Blockchain And Wider Alternative Asset Access
This news service recently caught up with the CEO and chairman of iCapital, a business that has