Family Wealth Report network: WealthBriefing | WealthBriefingAsia

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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

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

Expert Commentary

Tom Burroughes

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

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