MikeTrendsTrends right now

search

Professional Wealth Management

Trends

  1. 1
    Ukraine's wartime innovation draws family office interest▼Ukraine’s wartime innovation draws family office interest✉newsWarUkraine1 d ago

    Ukraine's defence and technology innovations developed during the war are attracting attention from family offices, according to Professional Wealth Management. The report suggests wealthy investors see investment potential in Ukrainian wartime innovation, though details on specific technologies, funds or investors were not provided.

  2. 2
    Private-placement life insurance draws attention for tax-sheltered investing●Navigating the pitfalls and perks of private-placement life # Insurance Private-placement life insurance (PPLI) offers tMmastodonBusinessBanking156 min ago

    Private-placement life insurance (PPLI) is being discussed as a niche wealth-management tool that lets policyholders channel excess premiums into alternative assets such as private equity, with investment gains shielded inside an insurance wrapper. Commentary highlights both the perks and the pitfalls, as the structure suits wealthy investors but raises questions about complexity, access and regulatory scrutiny.