News, Comment & Analysis results for Archive
HNW Families Accelerate Wealth Transfer, Highlight Need For Guidance – Study
Everyone talks about intergenerational wealth transfer, but it is still useful to see data on how...
iCapital CEO On Partnerships, Blockchain And Wider Alternative Asset Access
This news service recently caught up with the CEO and chairman of iCapital, a business that has...
Art Lending Market’s Potential Is Large; Requires Expert Guidance
The fine art market has its challenges, and owners who want liquidity and the ability to change...
European Banks Tap Into Rising Defence Spending Trend
Jolted by worries that the US will scale back its commitments, European countries are – or say...
The Small Caps Equity Case – In Conversation With Oberon Investments
Small-cap stocks aren't always flavour of the month, and their performance can sometimes deter...
EXCLUSIVE: UBS Appoints New Head For HNW Business In UK
This publication can exclusively reveal a new top-line appointment at the Swiss bank’s wealth...
What's New In Investments, Funds? – Leonteq, Emirates Islamic
The latest news in investment offerings, financial products and other services relevant to wealth...
Single-Family Offices Remain Keen On Direct Investing; Challenges Remain – Study
BNY Wealth has issued a report that drills down into the views of single-family offices worldwide,...
Who’s Moving Where In Wealth Management? – Saranac Partners, Puma Investments
The latest moves, appointments and personnel changes among wealth management and related...
Julius Baer Raises €500 Million In Debt Financing
The private bank, operating in several jurisdictions, said the debt sale was part of a move to...
Comment & Analysis results for Archive
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...
Handling Harassment: Rights, Wrongs For HNW Families
Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives....
Fractions Of Fine Art – In Conversation With Mintus
The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or...
HNW Individuals' Public Profiles Risk Reputation Threats
Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...
Invisible Contracts When Moving In With A Partner
Couples choosing to cohabit should consider documenting their intentions in relation to their...
Digital Asset Market Becomes Fraudsters' Playground
The author of this article says that a lack of effective regulation, combined with an audience...
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or...
The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread
ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...