News, Comment & Analysis results for Gemini
NextGen's Wealth Creation Shift – In Conversation With AITi Tiedemann
The first generation of a UHNW family might focus initially on protecting – and enjoying – what
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
Global HNW Wealth Population Rose In 2024; North America Outperforms – Capgemini
The rise in equities last year helped lift the wealth and population of HNW individuals around the
A Cautionary Tale: Challenges Of Serving UHNW, Centimillionaire Client Segments
The following article considers the upper echelons of wealthy individuals and how, based on their
Trusts As A Tax-Saving Tool: How To Minimize Estate Taxes
This article provides a guide to the wide range of trust models that exist in the US, how they are
T3 Fintech Conference: Software Superstars, Upstarts Vie For Market Share
As our correspondent notes when looking at T3's report, although artificial intelligence was
Summary Of Moves In North American Wealth Management – June 2024
June was a brisk month for moves, appointments and personnel adjustments in North American wealth
A Proposed Customer Identification Program And Privacy Concerns
A difficult balance must be struck between complying with laws aimed at foiling money launderers
Why AI Will Not Eliminate The Traditional Advisor
Here is another in a series of articles stemming from this publication's summit on cybersecurity
Higher, Complex Wealth Fuels Demand For More Financial Relationships – Capgemini
A number of forces are combining to encourage UHNW individuals to increase the number of financial