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Latest News

M and A
January 19, 2022

Beacon Pointe Completes 2021 Acquisition Spree

The firm, based in Newport Beach, has made a number of deals at a busy time for M&A in the North American wealth management space. ...

January 19, 2022

Fourth-Quarter Net Income Surges At Charles Schwab

The brokerage and financial services firm reported a mostly stronger set of results. Net new inflows, however, fell in Q4 from a high number a year ago, affected by the TD Ameritrade acquisition. ...

January 19, 2022

Net Income, AuM Rises At BNY Mellon

The US financial services group chalked up a rise in wealth management revenues, and assets in this side of the business also gained from a year before in Q4. ...

January 19, 2022

Full-Year Earnings Rise At Goldman Sachs

For the whole of 2021, earnings rose at the Wall Street firm, propelled by rising revenues. Wealth and consumer banking results were broadly stronger in the past year and fourth quarter. ...

People Moves
January 19, 2022

Who's Moving Where In Wealth Management? - EisnerAmper, Raymond James

The latest moves and appointments in North American wealth management. ...

January 18, 2022

Wealth, Investment Net Income Rises At Wells Fargo

The bank issued fourth-quarter financial results, showing a broadly stronger set of figures for its wealth and investment arm, and benefiting from rising market levels. ...

January 18, 2022

BlackRock's Fink Lauds "Power Of Capitalism"; Says Not Going "Woke"

The CEO of the asset management behemoth set out his views on how capitalism can be a "catalyst" for change in areas such as reducing carbon emissions and providing innovative business models with capital. ...

M and A
January 18, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Mercer

The latest deals and transactions in and around North American wealth management. ...

January 18, 2022

Summary Of Major Banks' Q3 2021 Financial Results

As the Q4/full-year 2021 reporting season kicks into gear, here's a reminder of what major banks reported in the third quarter of last year. ...

M and A
January 14, 2022

Citigroup Continues Pivot From Consumer Banking

The US bank is moving away from consumer banking in a number of countries and focusing more on areas including wealth management. In the latest case, it has agreed to offload businesses in several Southeast Asia...

January 14, 2022

US Bankers, Others Left Stranded As Hong Kong Shuts Flights – Media

Hong Kong - a key entry destination for mainland China and home to many global banks' Asian headquarters – has a "zero-COVID" policy, contrasting with that of certain other rival jurisdictions. Bankers have be...

January 14, 2022

Compliance Corner: The Bahamas, European Union

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...

January 13, 2022

RBC's McKay Warns That Talent Management Is Top 2022 Challenge – Report

Disruptions caused by the pandemic, and other forces at work, have put the battle for talent top of the Canadian bank's agenda. ...

January 13, 2022

Citigroup Winds Down Mexican Consumer, SME Operations; Private Banking Remains

The US banking group, due to report financial results tomorrow, is pulling out some of its operations from the country, although it said wealth management and private banking remain important business areas in M...

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes

Comment and Analysis

“Our research-driven features explore the most relevant topics for wealth managers, ranging from how technology shapes the industry through to which international financial centres make the largest impact. Our editorial and research teams draw on deep experience to bring readers the insights they need to drive profitable businesses in a fast-changing world.”

Tom Burroughes, Group Editor

Research Reports

“We’re lucky to have an unparalleled network among the industry, encompassing the most senior executives along with those on the front line across all its segments. This allows us to delve deeply into every issue affecting the wealth industry and also to drive the discourse on key strategic issues.”

Wendy Spires, Head of Research

Family Office
October 4, 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts internationally to discover how sustainability and ESG priorities are playing out in the UHNW space. ...

March 22, 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from those right at the technology coal face. Download our new report to learn what some of the wealth tech sector’s...

WM Market Reports
October 23, 2019

The Onboarding Opportunity Is Still Being Missed: New Research

Client onboarding remains a disjointed process mired in manual workarounds and data silos for great swathes of the wealth management industry, new research by WealthBriefing and Fenergo has found. ...

WM Market Reports
October 17, 2019

EXCLUSIVE: New Client Acquisition - Research Report

This news service and Finantix have teamed up to issue new research on the wealth management sector's use of technology to find new clients. ...

April 17, 2019

The Bahamas Clear Choice Innovation, Expertise, Location, Regulation


Family Office
March 25, 2019

Family Office Focus: Efficiency in Accounting and Investment Analysis - Research

This publication’s research arm has taken a deep dive into the key technological and operational challenges specific to family offices, surveying and interviewing firms managing over $72 billion in assets to p...

Article Categories

Alt Investments
November 3, 2021

Family Offices, Venture Capital And World We Seek

There is a need for innovation in business and technology, as demonstrated by the pandemic and the drive to find viable, reliable alternatives to fossil fuels. And that means venture capital – a natural destin...

Alt Investments
October 28, 2021

Shift To Perpetual Capital Widens Access - Blackstone

The investment house, specializing for years in fields such as alternative assets, including private equity, credit and forms of real estate, is expanding its footprint. And it talked about the "perpetual" fund ...

Alt Investments
October 14, 2021

CAIS Taps Demand For Wider Alternative Investment Access

Everyone seems to be talking about private market investing - "alternative investment" - these days. A need for advisors and clients is having good seats at the table and being educated about the benefits and tr...

Alt Investments
December 23, 2020

Embracing Equity Options In A Volatile World

A fund harnessing tech such as artificial intelligence operates in the market for options, a familiar form of financial derivative used to both magnify returns and hedge certain risks. FWR talks to its manager a...

Alt Investments
August 3, 2020

We Need To Talk About Gold: The Price Surge

The gold price is flirting with the $2,000 per tonne level and a number of forces have been pushing up the price in recent months. This classic safe-haven asset is in play during nervous times. And massive centr...

Alt Investments
May 28, 2020

How To Pick A Long/Short Equity Hedge Fund Manager?

If you are a funds buyer, asset allocator or investment officer thinking about the sort of hedge funds that should be in the client's portfolio, here is a guide charting the world of long/short hedge funds. It s...

Asset Management
July 27, 2021

ETFs Driving Custom Benchmarking Boom

The range of indexes that track markets, themes and specific sectors continues to mushroom. New forms of financial engineering give wealth managers new ways to tap into a business area, and customized benchmarks...

Asset Management
April 20, 2020

Asset Managers Flex Muscles In Share Voting Season

There have been calls to improve transparency and the way shareholders participate in the proxy voting season as social and governance issues take on new urgency. ...

Asset Management
December 13, 2019

How Sustainability Is Redefining Asset Management

Sustainability has undeniably been the buzzword of 2019. This guest piece from the strategy team at Liquidnet examines the appetite for ESG and where the challenges lie. The author notes that in Europe alone, la...

Asset Management
September 6, 2019

What Does The Risk Of No-Deal Brexit Mean For Investors? RBC Commentary

RBC Wealth Management's head of investment strategy comments after an extraordinary week in Westminster. ...

Asset Management
July 25, 2019

Private Investments: Three Things To Consider Before Joining The 40 Per Cent Club

The 40 per cent club refers to institutions with 40 per cent of total portfolio allocation committed to private investments. They do this for good reason argues Cambridge Associates' managing director, and more ...

Asset Management
August 10, 2017

GUEST ARTICLE: Systemic Risk In The Rise Of Passive Investments

Passive investment certainly has an important role to play. With low costs, ease of use and strong recent performance but is but is an incomplete investment solution, concealing risks and introducing bias, the a...

December 21, 2020

Online Art Auction Growth Here To Stay - Citi Private Bank Study

The fine art auction market can act as a temperature measure for how high net worth and ultra-HNW people feel about the state of the economy and their own finances. Growth of online art auctions has increased ra...

August 11, 2020

Donating Tangible Assets: Alternatives To Selling Art, Collectibles - Part Two

This second half of a two-part article examines ways of transferring art without actually selling it, in order to reduce tax liabilities and retain art within a family or some kind of structure enduring beyond t...

August 10, 2020

Donating Tangible Assets: Alternatives To Selling Art, Collectibles - Part One

This two-part article examines the ways of transferring art without actually selling it, in order to reduce issues around tax and also to retain art within a family or some kind of structure enduring beyond the ...

July 28, 2020

The Art Market: What Has Changed, What Should Stick

The pandemic offers art world players a chance to make big industry changes. This view, from a long-time collector, marks a fresh look at this important asset class for coverage in August. The last few months fo...

November 23, 2018

Managing the Family Art Collection As A Family Business

The author of this item, an expert on fine art and investment, argues that just like a family business, every family collection needs management both for itself and in order to share it with the outside world. ...

Client Affairs
October 29, 2021

Advising Clients On New Asset Classes, Advanced Planning, And Philanthropy

With so many financial market changes, planning challenges and complexity around investment, there's only so much one can expect from ultra-high net worth individuals' in their ability to learn their way through...

Client Affairs
December 22, 2020

WEALTH TALK: Cross-Border Financial Products, Services - Examining The Risks

This is the eighth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
December 8, 2020

WEALTH TALK: Anti-Corruption Probes, Extradition Risks In Africa

This is the seventh edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
November 10, 2020

WEALTH TALK: Exploring Cross-Border Reputation Management

This is the fifth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

Client Affairs
October 30, 2020

WEALTH TALK: Focus On Tax, Estate Planning Scramble Pre-US Elections

In this video, we discuss the kind of workload US wealth managers must contend with in the days ahead of the US elections on Tuesday next week. ...

Client Affairs
September 29, 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Hong Kong

This is the second episode of a video series by this news service in partnership with international law firm, Kobre & Kim. The focus here is on Hong Kong, the impact of mainland China's new national security law...

December 20, 2021

Choosing Your Estate Attorney – Part 2

This is the second half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...

December 8, 2021

Wealth Managers Can't Relax As Gensler's SEC Marches On - Baird

One of the top men at Baird, the US wealth management house, recently spoke to FWR about his thoughts on what the Securities and Exchange Commission's new boss means for wealth managers and the regulatory landsc...

November 1, 2021

Wealth Industry Must Be Bolder, Better At Advocating Privacy Rights

After another big leak of data, the wealth management industry must become less reactive and more assertive in making the case for legitimate privacy. And firms must co-operate with other stakeholders to foil ba...

November 24, 2020

WEALTH TALK: Where Fine Art And AML Meets

This is the sixth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...

November 23, 2020

When HNW Business Owners' Marriages Go Sour: Structured Solutions

This news service talks to Northern Trust about the kind of complexities arising when business owners and their spouses break up, and the sort of structures and methods that can be used to make the process less ...

November 13, 2020

Let Fundraising Begin: SEC Harmonizes Private Offering Regime

Regulations over how private investments can be offered into the market have been adjusted by the Securities and Exchange Commission. The author of this article examines the changes in detail. The detail here is...

Family Office
November 10, 2021

Borrowing Against Securities - What Family Offices Should Consider

What sort of issues should wealthy families consider in raising finance against assets such as listed equities and other securities? ...

Family Office
November 8, 2021

Eight Reasons Why Singapore Attracts Family Offices

The Asian city-state has been moving to attract family offices and, with other jurisdictions experiencing uncertain times, Singapore is well-placed to build credentials in the space. This article takes a look. ...

Family Office
October 19, 2021

Single-Family Offices - What Do They Own?

The author of this piece, who has access to a comprehensive database of what SFOs invest in, points to a number of eye-catching examples. ...

Family Office
October 4, 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts internationally to discover how sustainability and ESG priorities are playing out in the UHNW space. ...

Family Office
July 29, 2021

Family Offices Should Behave As Regulated Entities

This article explores the various risks involved from the family office perspective, including under-reported fraud, as their risk management framework can lag those of regulated peers, so the writer says. It al...

Family Office
June 8, 2021

Interview: Protecting Wealth, Not Getting More, Should Be Family Office Goal

We talk to a third-gen. family member of a Zurich and Tel Aviv wealth manager and author about the approach he favors for risk and wealth protection. ...

Investment Strategies
October 21, 2021

How The Pandemic, Inflation And China Will Affect Financial Markets

Putting investment returns on the table at a time when inflationary pressures - and higher interest rates from historically low levels - are a concern, is going to take more work. This news service reports on co...

Investment Strategies
June 25, 2021

SPACs Lose Momentum, But Here To Stay - Industry

After rising explosively over the past two years, blank check companies have slowed down, as SEC noises and investor nerves weigh on deals. But in the US and overseas, the model of these blank check entities ret...

Investment Strategies
April 15, 2021

How Should US Investors Approach Chinese Equities Market?

US investors are arguably under-invested in Chinese equities and should change to diversify. But China's regulatory landscape and corporate governance - or the lack of it - are big concerns. Trade tensions, such...

Investment Strategies
March 3, 2021

What To Make Of "Blank Check" Fundraising Surge

The SPAC sector has expanded so rapidly in the past year or so that it has caught attention in some unexpected quarters and also generated a few concerns. The CIO of a Swiss private bank looks over the terrain. ...

Investment Strategies
January 8, 2021

The Venture Capital Promise Of Health, Wellness Sectors

This news service talks to a US venture capital firm that operates in health-related sectors, stretching from foods, personal care and beauty. It is an example of the kind of sectoral approaches that drive sourc...

Investment Strategies
September 24, 2020

Pandemic: ESG's Deathknell Or New Beginning?

What effect has the global pandemic had on the trend known as ESG investing? Is it a net plus for the idea or has it actually pushed the concept backwards? If the focus in the coming months is on how to raise gr...

WM Market Reports
October 8, 2021

Family Offices Gradually Fall More In Love With VC

A report casts its eye over how family offices around the world approach venture capital. Such organizations are often thought of as holders of "patient capital", making them logical partners for VC as an asset ...

WM Market Reports
January 29, 2021

Family Offices Remain Overwhelmingly Male-Dominated - Study

The family office industry remains male-dominated, but those who work in it aren't perhaps as old as might be assumed. A new report seeks to illuminate the population characteristics of people who toil in the in...

WM Market Reports
December 23, 2020

Can SPACs Work In The RIA Market?

The number of special purpose acquisition companies entering the market has risen by more than four times this year. These entities provide buyers with a low-cost entry into the vehicle and the stakes become a l...

WM Market Reports
November 11, 2020

WEALTH TALK: Focus On US Regional Markets

This video features a discussion on the work this publication has done to map two important regional markets in the US. ...

WM Market Reports
October 19, 2020

Seattle Wealth Management Market: Can Explosive Growth Continue?

The Seattle wealth management sector has grown rapidly and its prowess is underscored by a number of M&A deals and launches. But as readers know, the city has had its share of problems. How should industry figur...

WM Market Reports
August 24, 2020

Review: The Rich In Public Opinion By Rainer Zitelmann

This news service reviews a chunky new study of how people in the US, Germany, the UK, France and other places view the wealthy and what those attitudes suggest for the future. It also has lessons for those advi...

October 27, 2021

Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands

As part of a set of articles looking at how offshore centers have tried to cope with the pandemic and how this frames their status as wealth hubs, we talk to Ogier, the international law firm. ...

October 11, 2021

Pandora Papers: The Rich Are Back In Firing Line

Entrepreneur and surveyor of public attitudes toward wealth, Dr Rainer Zitelmann, takes aim at the latest "leak" of masses of data from firms catering to high net worth individuals. He argues that the affair sho...

October 4, 2021

Offshore Centers Look Back, Forward In Uncertain Times

We talk to industry figures in various IFCs in Europe to ask how international pressures and the global pandemic have shaped business and strategy.      ...

September 28, 2021

The Bahamas: The Clear Choice For International Financial Services

Here is the 2021 edition of a report about The Bahamas, prepared in partnership with The Bahamas Financial Services Board. ...

September 13, 2021

New Wealth House Serving US Expats Explains Investment Angle

UK-based Shard Capital created a new service a year ago for US expats. The business has a very particular view about risk, asset allocation and investment, and talked recently to this publication. ...

April 22, 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the number of Americans seeking to give up their citizenship, an advisor working in the space says. ...

November 2, 2021

Planning For Philanthropy In Divorce 

The authors of this article explain how proper planning can help mitigate the negative impact divorce might have on past philanthropy. ...

June 5, 2020

HNW Philanthropy Distributions Surge Amid Pandemic

Holders of different charitable structures have ramped up distributions to various causes as a result of COVID-19, highlighting how the philanthropy side of wealth management is handling the crisis. ...

March 17, 2020

Philanthropy In The Age Of COVID-19

The global COVID-19 crisis raises questions for a number of areas and philanthropy is certainly involved in this. Whether it be funding for medical treatment and research and care for vulnerable groups, a number...

January 2, 2020

Paying It Forward: A Donor’s Manual to Scholarships

Funding college scholarships is a central feature of education philanthropy. The area is full of complexity, however, and it is possible for benefactors to err. This article explores the details and recommends h...

December 18, 2019

Scaling Up Philanthropy - The View From UBS

It is the world's largest wealth management firm and it is also a major player advising clients about philanthropy. Just as economies of scale apply in parts of the financial services space, they bring efficienc...

December 4, 2019

The Giving Season: Wilmington Trust's Philanthropy Approach

We continue our series on philanthropy and wealth management, talking to Wilmington Trust. ...

November 5, 2021

California Still Shines Bright For UBS

After UBS made several hires of advisors in the Newport Beach and Orange County area of California, this news service caught up with the banking and wealth management group to ask for its views about this market...

September 30, 2021

Alvarium-Tiedemann Merger: Are Its Global Ambitions Realistic?

A US and London-based multi-family office aim to combine, building an organization with significant presence around the world. Coming at a busy time for M&A in the sector, we speak to the man slated to be CEO of...

July 21, 2021

Diversity, Equity And Inclusion Increasingly On Clients' Request Lists - Tiedemann Advisors

The US wealth management firm speaks to FWR about its approach to DEI issues, and why they matter across a number of fronts. ...

July 7, 2021

UBS Adds To Home-Or-Office Working Debate - Editorial Comment

Some of the world's largest financial institutions appear to be taking very different approaches to working from offices or from home. UBS, which internationally is the world's largest wealth manager, is going "...

March 8, 2021

Israel's Accord With The UAE Brims With Private Banking Potential - Citigroup

The "Abraham Accords" between Israel, the UAE, Bahrain and Morocco create important opportunities for trade and investment flows. One of the world's largest private bank argues that its footprint and capabilitie...

February 11, 2021

WEALTH TALK: Focus On Client Segmentation Strategy

This news service talks to a nationwide US wealth manager about the approach it takes to client segmentation and how it is faring in the current environment. ...

June 30, 2020

Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated

There is much talk in the wealth industry about the importance of talent management but what institutions work to develop the skills and aptitudes? Here is a list from organizations around the world. ...

April 7, 2020

COVID-19 Hammers Billionaires, Some Escape Downdraft – Report

The market slump has wiped hundreds of billions from the portfolios of the world's richest men and women. A study from Asia shows that among the handful who bucked the trend, all of them were from China. ...

January 17, 2014

Emerging Millionaires: An Opportunity For Advisors - But Expect A Change In Demographics - Survey

An alarming 77 per cent of those on the cusp of entering millionaire territory don’t have a written financial plan, while a similar percentage aren’t confident in their ability to invest, a new study shows. ...

September 26, 2012

Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study

Three-quarters of estate plans relating to HNW clients are at least three years old, yet an overwhelming 95 per cent of these clients have experienced “significant changes” since the plans were drawn up, a n...

April 26, 2012

What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations

While the worst of the financial crisis may be over, members of the exclusive Tiger 21 peer-to-peer network feel “we are no way in the clear,” according to their asset allocations for the first quarter. ...

January 18, 2012

Wealthy Agree That Their Wealth Brings Responsibility, Even In Tough Times

Millionaires in the US feel that their wealth comes with a responsibility to help the country through its challenges, a new survey from PNC Wealth Management reveals. ...

September 22, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 2

This is the second half of an article setting out what the author says are the tax and value-building qualities of life insurance in the various forms in which it operates in the US. ...

September 21, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 1

This is the first half of an article setting out what the author says are the tax and value-building qualities of life insurance in the various forms in which it operates in the US. ...

August 4, 2021

Retroactive CGT Impact Thwarts Some Client Moves - Rockefeller

A continued theme from this and other conversations with wealth managers is how clients should not let "the tax tail wag the investment dog." ...

June 24, 2021

Tax Burdens Increase, But Shouldn't Dominate Thinking - Industry

It is pretty certain that the tax burden is going to rise, but while certain adjustments make sense, this should not dominate how people address estate planning, transfer and investments. ...

June 24, 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed data on America's 25 richest people which showed that some of them paid very little tax. It published masses of records about wealthy individuals, such as Jeff Bezos,...

June 9, 2021

Anxious Times For IFCs After G7 Corporate Tax Accord

After the Group of Seven nations agreed on a minimum 15 per cent corporate tax rate, IFCs have started to address what they may have to confront. Offshore centers are in a position analogous to a competitive bus...

October 20, 2021

Undisclosed Digital Assets? - Decision Time Is Now

Those individuals buying and holding cryptocurrencies - aka digital assets - may have mistakenly thought they are shielded from tax and other state actions. That's a mistake, argues the author. Owners must plan ...

April 1, 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and increase client engagement. But this requires careful thought about advice monitoring, efficiency and - of course - com...

March 31, 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human elements of their offerings that create lasting value. Darren Berkowicz, Managing Director at SS&C Technologies...

March 30, 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the administrative aspects of advisors learning about their clients, while treating those clients as robots. Greg Davies, Head o...

March 29, 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be – and in many senses. Thomas Imhof, Regulatory Engineer at Apiax, explains how firms are turbocharging their ...

March 25, 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about creating an entire experience to secure clients. Christine Schmid, Head of Strategy at additiv, reviews the true oppo...

Trust Estate
December 17, 2021

Choosing Your Estate Attorney – Part 1

This is the first half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...

Trust Estate
December 1, 2021

Should You Give Your Trustees A Test Run First?

The author of this article, a prominent figure in the industry, argues that testing trustees makes sense no matter who they will be. ...

Trust Estate
August 6, 2021

Wealth, Business Transfer Talks - Starting Is The Hardest Part

We read a lot about "intergenerational wealth transfer" but it is important to note that the most difficult part of the process is even raising the topic. With trillions of dollars at stake, and tax cuts almost ...

Trust Estate
July 6, 2021

Who Gets My Bitcoin (And Other Blockchain Assets)?

The rise of digital assets such as bitcoin raises a number of questions, such as how to tax and regulate them. And then there are estate planning implications to consider. This article takes a very fast look at ...

Trust Estate
November 30, 2020

Translating Private Foundations To Common Law World

There are reasons to be optimistic about transplantating the private foundation to the common law world. As international financial centre law gets more complex, foundations must be a part of the landscape, the ...

Trust Estate
November 16, 2020

Talking About Wealth: Interview With Jennifer Risher

How can families adjust to making a fortune without bending normal relationships out of shape and retaining drive and ambition, such as with children. This news service talks to Jennifer Risher, author of We Nee...

White Papers
May 29, 2020

RIAs' Digital Revolution Has Barely Begun - White Paper

There has been a lot of commentary recently about how wealth managers are having to embrace digital technologies of all kinds to stay relevant. A year ago, a study found the changes were not that far advanced. G...

White Papers
September 18, 2019

Understanding The Psychology Of The Super-Rich

An academic and investor is exploring the psychological drivers of entrepreneurship and wealth. Here are some of his thoughts. ...

White Papers
January 25, 2017

Smart Strategies For Growth: A Study Of The UK Wealth Management Industry

Smart Strategies for Growth: A Study of the UK Wealth Management Industry has now been launched, a whitepaper produced by WealthBriefing, in partnership with SS&C Advent. ...

White Papers
March 23, 2015

Q&A: Learning From The Industry's Growing Group Of "Super-Ensemble" Advisory Firms

A group of around 250 "super-ensemble" firms, those with over $1 billion in AuM, are setting new standards for the advisory industry, according to a new report. This publication looks at what have been described...

White Papers
February 14, 2011

Issues Will Always Exist In A Family Business – White Paper

A new white paper, Issues Will Always Exist in a Family Business: Tackling Them Is the Real Trick, outlines the issues and opportunities the Myers family is tackling in the journey to build and maintain their le...

White Papers
January 18, 2011

Investors’ Attraction To The Asian Consumer - Rockefeller White Paper

A white paper published by Rockefeller Financial concludes that investors cannot ignore the ongoing trends of urbanization and wealth generation in Asia and the investment opportunities they create. ...

UHNW Institute
December 9, 2021

Does Your Firm Really Offer Integrated Family Wealth Services?

What is the value of "integration" in a family office, why does it matter, and how do we know if it has been achieved? This topic is discussed by two experts in the family offices industry and the business of se...

UHNW Institute
March 8, 2021

Family Office Solutions For Physical And Health Issues - UHNW Institute White Paper

Families often need to be supported so they can work through complicated medical and psychiatric problems, and handle sometimes fraught conversations when problems arise. The author of this White Paper sets out ...

UHNW Institute
October 24, 2019

UHNW Business Models: The Registered Investment Advisor

This article delves deep into the business model of the Registered Investment Advisor, exploring what should be its defining qualities and some of the associated controversies. It is part of a series of analyses...

UHNW Institute
July 15, 2019

The Evolving World Of Broker-Dealer Platforms

In this latest exclusive commentary from the UHNW Institute, author Bill Woodson considers what is happening in the broker-dealer space. ...

UHNW Institute
May 16, 2019

A History Of Wealth Management - UHNW Institute

The authors of this article for the UHNW Institute set out a narrative of how US wealth management came to be what it is today. ...

UHNW Institute
May 15, 2019

The Skinny on UHNW Wealth Management Models - UHNW Institute

Many UHNW individuals are and can be confused about the array of business models pitching for their business. This article - the first of a five-part series - explores the terrain. ...

M and A
June 23, 2021

RIA Mergers, Acquisitions At Mid-Year - State Of The Market

There's no reason, wealth industry figures say, why there won't be more busy M&A activity affecting the RIA space. So far this year there has been a burst in transactions, then a drop, followed by a recovery. Wh...

M and A
May 14, 2021

Critical Transition Lessons For Wealth Managers

DeVoe & Company, a firm that covers the mass of M&A activity that has been happening in the North American wealth industry, recently held a conference exploring business transition and the challenges it raises. ...

M and A
November 3, 2020

Europe's Investment House Makes "Significant" Investment Into Sanctuary Wealth

The Milan-based business is tapping into what it sees as an important wealth management growth model within the US sector. Terms of the transaction weren't disclosed. ...

M and A
October 8, 2020

M&A Spree Shows Scale Is Name Of The Game

A prominent figure in the North American wealth space ruminates on a spate of M&A activity, breakaways, and what this says about the state of the market. ...

M and A
September 17, 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying that the heads of UBS and Credit Suisse were considering a possible merger has been one of the most-read articles...

M and A
June 16, 2020

Wealth Sector Foreign Buyers Shrug Off Pandemic

A number of firms in North America have been snapped up by foreign buyers, setting aside problems caused by COVID-19 - or even profiting from perceived falls in valuation - to make purchases. This also continues...