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Most Read News

Summary Of Wealth Management Firms' Quarterly Results

Investors Expect More From Hedge Fund Managers - SEI

BNY Mellon Bolsters UHNW Family Wealth Team

BNY Mellon Launches Grand Cayman Office, Appoints Family Wealth Advisor

NY Former Lawyer Jailed For Tax Evasion Via Offshore Accounts

Most Read Features

Thrills And Fears - What 2012 Might Mean For Wealth Management - Part 2

Interview: Custom Portfolio Group Bucks Model Portfolio Trend

North America Executive Moves Round-Up December 2011

Wealthy Agree That Their Wealth Brings Responsibility, Even In Tough Times

Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part Two)

Quote of the week

"I think this is going to be the best ever year for investing."

Susan McDonald, a founder of Calculus Capital, talking about the case for investing in UK Enterprise Investment Schemes.

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News and Features

Latest News

Switzerland Hopes For Disclosure Deal With US In 2012

Eight US Wealth Management Advisors Join LPL Financial

Atlantic Trust Bolsters Multi-Manager Team, Adds To Texas Office

Barclays' CEO Sounds Bullish Note On Wealth Management Prospects

Boston Private Financial Goes Back Into The Black For 2011

Comment and Analysis

Wealthy Agree That Their Wealth Brings Responsibility, Even In Tough Times

Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part Two)

Interview: Custom Portfolio Group Bucks Model Portfolio Trend

Thrills And Fears - What 2012 Might Mean For Wealth Management - Part 2

North America Executive Moves Round-Up December 2011

Expert Commentary

Industry Insight

A Whistle-Stop Tour Of The World's UHNW In 2012 - Wealth-X

In today’s tough environment, wealth managers need a defined business model and detailed research on potential clients and markets to succeed, says Mykolas Rambus, chief executive of Wealth-X.

View from the Top

2012 Set To Be Tax Driven For Wealthy Clients, As Fiscal Uncertainty Continues

After a busy 2011 for trust and estate practitioners, 2012 will be “even more tax-driven,” says Dan Lindley, president of The Northern Trust Company in Delaware and chief fiduciary officer of its private client business in Guernsey and Cayman Islands.

Editor's choice

New Service Aims To Keep Ultra-Wealthy Clients' Money Where It's Well Managed

A new type of firm, created by financial services veteran Doug Black, is looking to sort the wheat from the chaff when it comes to ultra high net worth wealth management.

Expert View

Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part One)

In 2011, the focus of regulatory change was firmly on the banks and major financial institutions. Although family offices were not considered in the grand scheme they now face a number of unanticipated consequences and need to make some critical strategic decisions.