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Latest Comment & Analysis

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 holders of "patient capital" and able and willing to invest for years. This article examines the details of what sort ...

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 regulate FOs in the wake of the Archegos blow-up are misguided and could do more harm than good. ...

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 number of Americans seeking to give up their citizenship, an advisor working in the space says. ...

Investment Strategies
April 15, 2021

How Should US Investors Approach Chinese Equities Market?

US investors are arguably under-invested in Chinese equities and should change to diversify. But China's regulatory landscape and corporate governance - or the lack of it - are big concerns. Trade tensions, such...

April 1, 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and increase client engagement. But this requires careful thought about advice monitoring, efficiency and - of course - com...

March 31, 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human elements of their offerings that create lasting value. Darren Berkowicz, Managing Director at SS&C Technologies...

Latest News

May 14, 2021

HNW Philanthropists Ramp Up Giving, Widen Contributions

Bank of America's private bank talks about trends in philanthropy and the habits of affluent donors during recent months. The pandemic has affected giving patterns in several ways, but appears not to have hamper...

May 14, 2021

EXCLUSIVE: Family Wealth Report Awards 2021 - Video Interview - KeyBank

Here is another video interview relating to our North American awards, as announced last week. We talk to KeyBank and its wealth management COO. ...

May 14, 2021

Citigroup Unveils Asian Wealth Hiring Ambitions

The plans underscore how the battle for talent in Asian wealth management and private banking will, at least in certain levels of seniority, be strong.  ...

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 American wealth industry, recently held a conference exploring business transition and the challenges it raises. ...

May 13, 2021

Family Wealth Report Awards 2021 - Video Interview – OUR FAMILY OFFICE

Here is another video interview relating to our North American awards, as announced last week. We talk to OUR FAMILY OFFICE. ...

May 13, 2021

Compliance Corner: SEC

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...