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 looking for more scale.
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 painful and disruptive than it needs to be.
There was a moment in a James Bond film where "Q" tells the famous agent to "always have a backup plan." Rather less dramatically, this is the advice for HNW and ultra-HNW Americans from an advisor on immigration, tax affairs and citizenship/residence-by-investment programs.
Such a segment plays to the specific needs of sports figures and entertainers, such as making the most of uneven income, risk of injury, short earnings periods and advice on intellectual property, branding and promotion.
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...
The bank has a stake in York Capital Management, a US-based firm that has decided to shut down its European hedge fund operations and concentrate on other investments. ...
The latest senior moves in North American wealth management. ...
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. ...
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,...
This is the sixth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
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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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...
This is the fifth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
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. ...