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Most Read News

US Probe Of Alleged Tax Evasion Prompts Veteran Swiss Bank To Sell Up

Another European Private Bank Turns Away From US Clients

Financial Firms Still Missing The Mark When It Comes To Female Clients - US Report

The "Far-Reaching" Effects Of Gender On Wealth Planning - Barclays Wealth Study

US Treasury To Address FATCA Burden - Report

Most Read Features

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

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

IMCA Conference: Emerging Markets Looking Up, Europe Down, US Treading Water

Quote of the week

"I think that all savers should have a certain percentage of their wealth in precious metals, as a method of preserving the purchasing power of savings or even as protection against a monetary breakdown. "

Ralph Hazell, Real Asset Company.

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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

8 Feb 2012

Breakfast Briefing: How can Switzerland Counter the Asian Threat?

16 Feb 2012

Breakfast Briefing: Changing demographics. Are wealth managers doing enough?

21 Feb 2012

Offshore Tax Planning

2 Mar 2012

Investment Consultants Forum

2 Mar 2012

Trust, Tax & Estate Planning Forum

26 Mar 2012

7th Annual Foundations & Endowments Summit

27 Mar 2012

Wealth Matters Hong Kong 2012

24 Apr 2012

TradeTech Europe

7 May 2012

The 10th Annual Family Office Symposium

28 May 2012

TradeTech Derivatives

Featured Events

News and Features

Latest News

UBS Hikes Female Board Contingent With New Nominees

Compensation Drops Around 30 Per Cent In Financial Services Industry

“Rewarding” Reactions From Clients As Advisors Go Independent - New Study

Tech Funds Show No Sign Of Bubble Trouble As Market Braces For Facebook IPO

iShares Unveils Range Of Commodity Producer Funds

Comment and Analysis

IMCA Conference: Emerging Markets Looking Up, Europe Down, US Treading Water

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

Expert Commentary

Harriet Davies

US Indicts Wegelin, Seizes $16 Million From UBS Account

A US district court has indicted Wegelin and Co, a 270-year-old Swiss private bank, for allegedly conspiring with US taxpayers to hide more than $1.2 billion from the Internal Revenue Service.

Harriet Davies

3 February 2012

Tom Burroughes

What Will 2012 Hold For The Wealth Industry?

What sort of themes are likely to be important in 2012 as far as tax, regulation and the offshore world are concerned?

Tom Burroughes

3 January 2012

Rosalyn Breedy

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.

Rosalyn Breedy

5 January 2012

Harriet Davies

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.

Harriet Davies

20 January 2012

Harriet Davies

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.

Harriet Davies

20 January 2012

Tom Burroughes

NY Property To Hold Steady This Year, Many Asia-Pac Cities To Fall Sharply - Knight Frank

New York residential property prices will hold steady this year, while those in London will rise slightly, according to forecasts from Knight Frank. Russian cities could chalk up the fastest residential property price gains in 2012, while a number of Asia-Pacific cities are predicted to fall sharply.

Tom Burroughes

3 January 2012