Taylor Nissi is a senior VP at the wealth management firm Farther. He shared the advice he gives his clients to navigate ...

The best wealth managers in the next decade won’t be those who rely on gut instinct, but rather the ones who utilize AI to ...

Many investors today favour sustainable impact investing, seeking to funnel their wealth into investments that will produce ...

Through Limited Ventures, Kai Cunningham is backing world-class founders, building a new model for the modern Black family ...

Henley & Partners reckons that the number of dollar millionaires in Kenya has slipped since 2022 to 7,700 from 8,500 a year ...

Knight Frank reckons that the deadly protests against the 2024 Finance Bill prompted some investors to shift part of their ...

Swiss banks risk billions and face legal action by ignoring tax. An international tax expert highlights the opportunities of ...

Wealth managers can connect with ultra-high-net-worth widows through wealth industry networking events or creating thought leadership content.

Over a quarter of HNWs’ wealth are parked in low-risk assets. Wealth managers must address the overall location in safe-haven ...

These awards underscore NBO’s commitment to delivering tailored financial solutions and comprehensive wealth management strategies, while providing personalised experiences for its clientele.

The May 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.00%, which is the same as the April 2025 Section 7520 rate. The May applicable ...

About 10 family offices of the ultra-rich told Bloomberg they’re reducing their exposure or freezing investments, mostly in US equities and Treasuries. Mainland Chinese tourists last year spent ...