• wblogo
  • wblogo
  • wblogo

Latest News

articleimage

M and A - July 9, 2020

KKR Agrees To Buy Major Insurance Player

As life insurance is arguably an important wealth management tool in the US, this transaction is an example of a private equity business pushing into the space. ...

Comment and Analysis

articleimage

Compliance - July 3, 2020

WEALTH TALK: Focus On smartKYC

The know-your-client disciplines that wealth managers must adopt throw up a variety of challenges around data and handling of information. We talk to the firm smartKYC about its insights on this crucial area. ...

articleimage

Family Business Insights - June 30, 2020

WEALTH TALK: The Powerful, Untold Story Of Employee Ownership

Employee share-ownership structures, encouraged by tax and regulations in the US, are nevertheless not as widely appreciated as tools for handling business transfer and succession as they should be. An advocate ...

articleimage

Wealth Strategies - June 29, 2020

Distressed Credit Can Shine, But Beware Risks

A large supply of public and private companies in distressed and default situations should emerge over the next year or so. The question, however, is what are the risks of these types of investments and how shou...

articleimage

Strategy - June 23, 2020

How, When Do Wealth Managers Return To Offices?

A big question that businesses of all kinds face right now is when is the right time to return to an office, particularly if there can be legal consequences from such a step and subsequently hitting a problem ca...