News results for Archive

Tax
June 24, 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed data on America's 25 richest people which showed that

Asset Management
June 24, 2021

What's New In Investments, Funds? - MetaProp

The latest offerings in public and private market investments, such as funds and structured

Real Estate
June 24, 2021

Hines Real Estate Goes All In On ESG

The firm is building its ESG strategy by hiring a new global head and a new dedicated team to

Technology
June 24, 2021

Digital Digest: The Latest Tech News - Refinitiv

The latest developments in financial products and investments from around the world.

Technology
June 23, 2021

Canoe Wins Private Markets Processing Deal With State Street

The business of collecting, processing and reporting on investments in alternative areas such as

Alt Investments
June 23, 2021

Family Offices Know That Money Does Grow On Trees

When massive intergenerational wealth transfer is going on, one matter that arises is long-term

New Products
June 23, 2021

US Family Office Launches Private Markets Investment House

The new organization said its investment strategy concentrates on private fund managers and

M and A
June 22, 2021

Deals Of The Day: The Latest In Wealth Management M&A - Summit, Stratos, JP Morgan

The latest news of merger and acquisition activity in the North American wealth management

Legal
June 22, 2021

US Supreme Court Denies Goldman Sachs’ Plea To Raise Limits On Shareholder Fraud Lawsuits

At issue was an investor lawsuit filed in 2011 alleging that the US firm artificially inflated its

People Moves
June 22, 2021

Who's Moving Where In Wealth Management? - Fenergo

The latest senior moves in wealth and asset management from across the US and in other select

Comment & Analysis results for Archive

Tax
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

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

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

Awards
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

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

Tax
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

M and A
May 14, 2021

Critical Transition Lessons For Wealth Managers

DeVoe & Company, a firm that covers the mass of M&A activity that has been happening in the North

Family Office
May 10, 2021

How Family Offices Can Join The Health Tech Revolution

Family offices make natural investors in health technology and fields such as biotech, being

Family Office
April 23, 2021

Archegos Fallout: Don't Hit Family Offices With Blanket Red Tape - Comment

Senior private banking figures who regularly comment about family offices argue that calls to

Offshore
April 22, 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the