Plus: We outline portco M&A and exits from last week.

High-net-worth individuals (HNWIs) typically have more than $1 million in net worth, though definitions vary.
The United States was the world’s largest private wealth hub in 2024, holding over a third of global liquid wealth and 37% of all millionaires.
The 2024 election has threatened this dominance, with the number of American millionaires looking to relocate doubling year over year in Q1 2025.
Wealthy Americans are drawn to European residency programs but are also seeking citizenship opportunities in nontraditional countries.

Plus: We outline portco M&A and exits from last week.

Shareholder perks in the wine industry are growing, offering investors discounts, tastings, and exclusive access to special events.
Most wine companies are privately held, and even public ones often keep perk details buried or undisclosed. However, at least four public companies currently offer tangible benefits to qualifying shareholders.
As companies recognize retail investors’ brand loyalty, these programs are becoming more common, though details vary and are often hard to track.

Plus: We outline portco M&A and exits from last week.

Plus: We outline portco M&A and exits from last week.