News results for Archive

People Moves
September 22, 2021

Texas-Based Wealth Firm Appoints Former Tiedemann Advisors Senior Figure

The new co-CIO worked at Tiedemann Advisors, one of the largest US wealth firms, for 16 years.

Tax
September 22, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 2

This is the second half of an article setting out what the author says are the tax and

People Moves
September 22, 2021

Who's Moving Where In Wealth Management? - Raymond James

The latest senior moves in the North American wealth management industry.

Alt Investments
September 21, 2021

iCapital Notches Up Another Wealth Management Partner

iCapital’s ascent shows how access to private market investments and other “alternative”

Legal
September 21, 2021

Allianz Top Executive Mulls Early Departure Amid US Probe - Media

As previously reported, US authorities are probing funds run by Allianz that used complex options

Compliance
September 21, 2021

Compliance Corner: SEC, Coinbase - Report

The latest compliance news: regulatory developments, punishments, guidance, permissions and new

Tax
September 21, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 1

This is the first half of an article setting out what the author says are the tax and

M and A
September 20, 2021

Tiedemann, Fellow MFO Nearing Merger Deal, Plan SPAC - Media

Alvarium Investments, based in London, declined to comment. This news service has contacted

People Moves
September 20, 2021

Who's Moving Where In Wealth Management? - Gresham Partners

The latest senior moves in the North American wealth management industry.

Family Office
September 20, 2021

Returns Vs Values: Impact Investing Challenge For Family Offices

What sort of approaches should family offices employ when it comes to impact investing, an approach

Comment & Analysis results for Archive

Offshore
September 13, 2021

New Wealth House Serving US Expats Explains Investment Angle

UK-based Shard Capital created a new service a year ago for US expats. The business has a very

Trust Estate
August 6, 2021

Wealth, Business Transfer Talks - Starting Is The Hardest Part

We read a lot about "intergenerational wealth transfer" but it is important to note that the most

Tax
August 4, 2021

Retroactive CGT Impact Thwarts Some Client Moves - Rockefeller

A continued theme from this and other conversations with wealth managers is how clients should not

Emerging Markets
August 3, 2021

Chinese IPOs In US Boom, But Regulatory Frictions Loom - Editorial Comment

Ironically, information about the boom time in US-listed IPOs of Chinese firms coincided with

Family Office
July 29, 2021

Family Offices Should Behave As Regulated Entities

This article explores the various risks involved from the family office perspective, including

Strategy
July 27, 2021

Updated Forward Features Calendar For 2021-2022

Here is our updated schedule for feature themes for the next 12 months.

Asset Management
July 27, 2021

ETFs Driving Custom Benchmarking Boom

The range of indexes that track markets, themes and specific sectors continues to mushroom. New

Strategy
July 21, 2021

Diversity, Equity And Inclusion Increasingly On Clients' Request Lists - Tiedemann Advisors

The US wealth management firm speaks to FWR about its approach to DEI issues, and why they matter

Strategy
July 7, 2021

UBS Adds To Home-Or-Office Working Debate - Editorial Comment

Some of the world's largest financial institutions appear to be taking very different approaches to

Trust Estate
July 6, 2021

Who Gets My Bitcoin (And Other Blockchain Assets)?

The rise of digital assets such as bitcoin raises a number of questions, such as how to tax and