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Most Read News

MFO Industry Bolstered By New Assets But Battling Constraints - Family Wealth Alliance

North America Executive Moves: January 2013

Zero-Alpha Group Launches Collaborative Forum For RIAs

New Research Reveals A Two-Speed Industry On Client Feedback

North America Executive Moves: April 2013

Most Read Features

EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback

WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management

EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications

FEATURE: A Look At The Mexican High Net Worth Client Market

EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring

Quote of the week

"[People] don’t expect retirement to begin with social security and sit on the back deck in a lounge chair for the rest of their lives. This group really wants to remain active."

Jeff Cimini, head of personal retirement at Merrill Lynch

Weekly Poll

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Upcoming Events

BreakfastBriefing Beyond The Active Versus Passive Debate

June 20, 2012 - June 20, 2012

Expert Panel speakers to include:

  • Jérôme de Lavenère Lussan, CEO, Laven Partners

Time: 08:15 AM - 11:00 AM
Location: 33 Queen Street, London EC4R 1AP (map)
Venue: London Chamber of Commerce and Industry
Country: United Kingdom
Contact: Emelie Bratt
Tel: +44 (0)20 7148 0238
Email: emelie.bratt@clearviewpublishing.com
Website: Event Website

.

News and Features

Latest News

South Carolina Bank Inks Deals To Upgrade Wealth Management Offering

UK’s Aberdeen Confirms Commitment To US With Acquisition

Executive Departure At Citi Triggers Reshuffle; New CEO Of Private Bank

FINRA Fines LPL Over Email System Failures

Fremont Bank Names New Vice President Of Wealth Management

Comment and Analysis

EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback

WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management

FEATURE: A Look At The Mexican High Net Worth Client Market

EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring

EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications

Expert Commentary

Harriet Davies

BNY Mellon Lays Out Big Hiring Plans For Wealth Management

BNY Mellon Wealth Management is planning to double the size of its global sales force, as well as adding a raft of private bankers.

Harriet Davies

22 May 2013

Diane Harrison

Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review

Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.

Diane Harrison

20 March 2013

Harriet Davies

Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment

Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.

Harriet Davies

4 April 2013

Harriet Davies

INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World

The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.

Harriet Davies

9 April 2013

Charles Lowenhaupt

FEATURE: Twins And The Business Of Family

Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.

Charles Lowenhaupt

8 April 2013

Marc Odo

Guest Opinion: Diversification In The Age Of Globalisation

Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.

Marc Odo

25 March 2013