Mercer Advisors Adds AI Tax Firm to Deepen Family Office Services
Mercer Advisors has acquired Fifteenth, an AI-native tax firm, to deepen integrated family office services as more UHNW clients seek tax planning alongside wealth management.
Jun
14
Pictet Family fund will tap into the family business market
Pictet Family Fund, giving an opportunity to invest into family businesses, will fill what it argues is a gap in the market.
Jun
13
The Mutual Fund Show: A Strategy That Can Help Cushion Portfolios In A Crisis
As Covid-19 selloff in March led to losses in equity portfolios, spooked investors started pulling out of debt mutual funds, causing a liquidity crunch for some short-term schemes and plans that invest in higher-yield but lower-rated paper.
Jun
13
BOS targets bigger slice of booming family offices business
BANK of Singapore (BOS), the private banking arm of lender Oversea-Chinese Banking Corporation, plans to grab a bigger share of the fast-growing family office business by expanding its investment products and targeting clients outside the region, its chief executive officer said.
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