Comment & Analysis Archives - Page 362 of 509

The impact on philanthropy and charities when ultra-wealthy divorce

August 17, 2021

This remains the case unless and until those assets have been specifically ringfenced for charitable purposes, for example if they are held within a family trust.

Comment & Analysis

How technology is putting private markets within reach of HNW clients

August 17, 2021

But in addition to recent revised SEC criteria for accredited investors, improved technology and pandemic-driven industry changes are driving an evolution in the alternative investment industry, resulting in expanded access to private equity and other pri

Comment & Analysis

Market due for high next month: Wealth Within

August 16, 2021

The US market is just finishing its reporting season with over 80% of companies announcing improved results and I suspect we will follow suit.

Comment & Analysis

Tech myths your firm should ditch

August 16, 2021

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Adrian Johnstone, Co-founder & Chief Commercial Officer at Practifi

Comment & Analysis

Much to Ponder on, particularly in China

August 16, 2021

The reforms potentially leave Chinese equity markets in no man’s land.

Comment & Analysis

Diary of a Fund Manager – Half Time

August 16, 2021

August is a chance to decide on the priorities for the rest of the year and the year after which is why September and October can be volatile.

Comment & Analysis

Fintech Experts Warn Against CBDC Overhype

August 13, 2021

But while it may be prudent to conduct due diligence exercises to understand new developments, it may not necessarily be sound for everyone to act on such information.

Comment & Analysis