Millionaires face distinct financial challenges that require specialized strategies beyond basic money management. Financial planning for millionaires encompasses investment portfolio diversification, ...

Alpha Wealth Group unveils bespoke wealth structuring services for 2025, crafted to preserve prosperity and strengthen the legacies of affluent families and global entrepreneurs. United Kingdom, ...

As intergenerational wealth transfer tops the agenda for ultra-high-net-worth families, Julius Baer’s Wealth Planning team shares how they integrate legacy conversations into long-term structuring, ...

Priyanka Roy Jivani, Partner at 1291 Group, used her appearance at the Hubbis session to outline how insurance-based structures can be deployed as tools for tax efficiency, asset protection and ...

Imagine you’ve just sold your business for millions. Champagne’s popping, your bank account’s bursting, and you’re on top of the world. But then reality hits: Taxes gobble up a huge chunk of your ...

Johanna Krueger, Head of Institutional Investors at Kilde, took the stage during the “In The Hubbis Hot Seat” session at the Independent Wealth Management Forum – Dubai 2026 to outline a private ...

When wealth disputes make headlines, the story is often framed as family conflict. But the real issue is rarely the conflict itself, it’s the lack of structure. The recent estate proceedings of the ...

STOCKHOLM--(BUSINESS WIRE)--ROYC, the leading provider of complete private markets operating systems, announces the structuring of a new access fund for Private Wealth launched in collaboration with ...

LONDON--(BUSINESS WIRE)--Pantheon, a leading global private markets investor, today announced that it has filed for registration of the AMG Pantheon Infrastructure Fund (P-BUILD), an innovative ...