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Latest News

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M and A - November 24, 2020

US, European Wealth Management Groups Merge

The US partner in the deal owns Forbes Family Trust and groups such as LGL Partners and Optima Fund Management. The transaction is an example of the kind of M&A activity happening around the world in a sector lo...

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Technology - November 23, 2020

Busting Four Common Myths About Digital Assets

There is still some time before digital assets see the kind of adoption needed to propel them fully into the mainstream, the author of this article argues. ...

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Technology - November 23, 2020

Cybersecurity Insurance Market To Top $70 Billion By 2030

Another report underscores the sheer financial scale of cyber-insurance, hardly surprising given the mass of attacks that have been reported in recent years. The stakes are high for the wealth management sector,...

Comment and Analysis

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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...

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Compliance - 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...