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Latest News

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People Moves - January 24, 2020

Lombard International Names Group CEO

The global advisor has poached a senior banker from HSBC to steer growth for clients who are becoming more international in their outlook, and after a “good 2019”. ...

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Tax - January 23, 2020

A Proposed US Wealth Tax: How To Prepare

Cresset, the US wealth management firm that has expanded rapidly in the past couple of years, explains what could and should be done to prepare clients if a wealth tax is enacted in the US. ...

Comment and Analysis

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Philanthropy - 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...

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WM Market Reports - December 20, 2019

WEALTH TALK: Taking Stock Of 2019, Looking Ahead To 2020

After a momentous year for politics and financial services in jurisdictions such as the US, Britain, Hong Kong and France, we take a chance to reflect on what the wealth management story has been and what is in ...

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Strategy - December 20, 2019

Updated Forward Features Schedule

This is a list of the topics the editors of this news service are tracking over the coming 12 months. It is revised regularly. ...

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Philanthropy - 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...

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Investment Strategies - December 17, 2019

Why Family Offices Should Consider Distressed Investing

The author of this article looks at an area which perhaps isn’t helped by its name. “Distressed” does not have to be distressing. There are some mutterings that the credit cycle in the US and other countri...