Upcoming Events
WealthBriefing Events lists conferences and other events relating to global wealth management, fund management and alternative investment markets during the following twelve months. Tax, legal and trust conferences relating to wealth management are also listed here. Click on the link for more information on particular events.
If you are an event organiser you can submit an event for inclusion in this section please click here.
Upcoming Events
WealthBriefingAsia Awards 2013
Start date: 6 Jun 2013
Venue: Raffles Hotel
Country: Singapore
More information
Technology and Operations Report Launch - Zurich
Start date: 18 Jun 2013
Venue: Baur au Lac Hotel
Country: Switzerland
More information
Technology and Operations Report Launch - London
Start date: 19 Jun 2013
Venue: Carlton Club
Country: United Kingdom
More information
WealthMatters Singapore 2013
Start date: 10 Sep 2013
Venue: Raffles
Country: Singapore
More information
Previous Events
BreakfastBriefing: The 'new normal' vs the 'old normal'
Start date: 22 May 2013
Venue: Carlton Club
Country: United Kingdom
More information
WealthBriefing European Awards 2013
Start date: 2 May 2013
Venue: The Royal Courts of Justice
Country: United Kingdom
More information
2013 FOX Wealth Advisor Forum
Start date: 30 Apr 2013
Venue: The Biltmore, Miami - Coral Gables
Country: USA
More information
STEP Geneva Annual Conference
Start date: 29 Apr 2013
Venue: Hôtel Président Wilson
Country: Switzerland
More information
News and Features
Latest News
RIA To Unveil Succession, Acquisition Program For Advisors
As A Wealth Preserver, The Dollar Beats Gold At The Moment, Says Private Bank
Summary Of Miscreants In The World's Wealth Management Industry
KeyBank Names Vice President For New York
US Wealth Management Recruits Two Advisory Teams, Targets $1 Billion AuM Next Year
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
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
Zürcher Kantonalbank Expects To Pay Big Fine To US Over Tax Evasion Case
Zürcher Kantonalbank, the biggest Swiss cantonal bank, expects to pay a fine to US authorities as part of a deferred prosecution agreement for its alleged role in helping US citizens evade taxes, media reports said.
Tom Burroughes
24 May 2013
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
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
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
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
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
