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Latest Comment & Analysis

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...

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. ...

Wealth Strategies
May 25, 2021

What It Means To Be A "Contrarian" Value Investor

Blindly practising time-honored value investing is a dangerous occupation, not least because of the pace at which companies are being disrupted by technology. How businesses can be assessed for their longer-term...

May 24, 2021

Breeding Great Wealth Advisors - Interview With Jamie McLaughlin

Jamie McLaughlin - honored by this news service's awards program, runs a management consulting firm focusing on strategy and practice management for wealth management and investment advisory firms, private banks...

Family Office
May 18, 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons that some family offices should instead be called "founder's offices" because the people who build them dominate...

May 17, 2021

Accurate After-Tax Performance Returns Can’t Be Done To Scale - Yet. 

The US wealth management sector uses a wide range of techniques to measure after-tax returns on portfolios. At a time when the tax bite on investments has become a more urgent concern, this article takes a look ...

Latest News

June 21, 2021

"Scaling Home" As Key To Improved Bank Efficiency, Returns - Study

The study revealed massive variations in the concentration and fragmentation of major banking sectors worldwide. The US market is one of the most fragmented, while Canada's is one of the least. ...

People Moves
June 21, 2021

CFA Institute Names Americas MD

The Institute, which plays a central role in accrediting and training wealth industry professionals worldwide, has appointed a new MD who has a background in the family offices sector. ...

June 21, 2021

Ninth Annual Family Wealth Report Awards 2022 - Nominations Open

Nominations are now open for the FWR awards program for 2022. ...

Practice Strategies
June 21, 2021

Impact Investing: Has Its Day Come?

It is still a disjointed sector that is struggling to compete with traditional finance. What avenues are open to family offices in particular to make different choices, and where is the sector seeing the most mo...

People Moves
June 18, 2021

Seattle's Laird Norton WM Appoints New Investment Chief

The new CIO comes with three decades of experience, working at firms such as Northern Trust, Convergent Wealth Advisors, Threshold Group and Merrill Lynch. ...

Alt Investments
June 18, 2021

Outlook Brightens For World's Asset Management Industry - Moody's

A major reason for the improved outlook, Moody's said, is the continued growth in private markets' assets such as private equity and debt. Family offices and other wealth management entities have been among the ...