02/25/2020
As scrutiny of her business empire increased, African billionaire Isabel dos Santos turned to one of the world’s most secretive tax havens to conceal a $1.8 million luxury apartment.
02/25/2020
The most direct form of real estate investment in which a family office can engage is the purchase of real property for (i) development, (ii) trading, or (iii) rental purposes.
02/24/2020
While much of the world’s attention is rightly focused on the human toll of COVID-19 – including the 1,873 deaths reported as of 18 February – the economic toll of the outbreak also has potentially disastrous implications.
02/24/2020
Strong comeback from 2018 losses provides second-highest return in 10 years.
02/21/2020
The SS&C Intralinks study analyzed more than 16,700 M&A deals announced between 1999 and 2018.
02/21/2020
To identify the 100 best companies to work for in 2020, magazine partners with Great Place to Work.
02/21/2020
Companies like 14-year-old LendingClub were among the first generation of startups that sought to reinvent finance for the internet economy.
02/18/2020
The ultimate goal is to provide what she termed a “friendly” process for the consumer, who can provide requested credentials easily, through the aid of technology — such as verification via facial recognition enabled by their mobile dev
02/17/2020
The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.
02/17/2020
Asset management is area most likely to benefit from IT and digital investments
02/17/2020
Employee totals for each company are for U.S. staff only, and some companies may have higher overall headcounts.
02/14/2020
Forty-six percent of wealth management firms aren’t satisfied or only partially satisfied with their company’s digital services.
02/14/2020
New Wealth-X Report Reveals Significant Growth Among Those with $5 to $30 million in Net Worth.
02/13/2020
Both single- and multi-family offices require a certain level of wealth to be considered viable and cost-efficient.
02/11/2020
The rankings had India in sixth place, followed by France, South Korea, Canada, and the United Arab Emirates.
02/11/2020
Each side naturally likes to project itself as being in a strong position, but in fact all parties are feeling vulnerable
02/10/2020
Q4 2019 Insights
02/10/2020
How to Prepare the Next Generation
02/05/2020
AI can make investment managers more efficient through better data easily accessed and understood.
02/04/2020
Wealth management firms are customizing their portfolio creation to fit the particular clients and, in particular, are focusing these services on the next generation of investors and on high-net-worth investors.