11/10/2019

China's Ultrawealthy Catch the Family Office Bug

Blue Pool Capital, formed in 2015 after Alibaba went public in New York, holds a portion of the Ma family’s $40 billion fortune, as well as much of the $10 billion wealth of his right-hand man, Joe Tsai.

11/08/2019

Managing Wealth In An Uncertain World

Among the 3 in 5 who are not confident about creating wealth for the future, almost 3 in 4 said their lack of confidence stemmed from growing concerns as a result of global market volatility and weak economic growth.

11/08/2019

A Customized Approach Is Key In Wealth Management Today

Complications for such clients include the need to structure dividend payouts through non-voting preference shares in the family business, or having ground rules about how to fulfill the patriarch’s wishes through binding agreements.

11/07/2019

Would a Wealth Tax Destroy Itself?

Another big aspect to this, which Irwin doesn’t really address, is how quickly the American economy would generate new zillionaires whose fortunes would be newly subject to the tax.

11/07/2019

Top 100 financial advisers revealed

It is now based on a larger amount of data than in previous years, so that the final result is based on a truer picture than on just gross sales.

11/06/2019

Dolfin launches Private Investment Club

We have assembled a strong team for private investments, with collective expertise ranging from former entrepreneurs to venture capital and private equity professionals.