Family Wealth Report network: WealthBriefing | WealthBriefingAsia

Register now

Quote of the week

"Branding and visibility in the wealth business is very hard with the three remaining large brokerages competing for the same clients and crowding out the emerging registered independent advisors and multi-family offices."

Jamie McLaughlin, wealth management industry consultant.

Weekly Poll

Do you agree that the term "multi-family office" is too vague and is increasingly indistinct from "wealth management firm"?




View previous poll results

Privacy

It is ClearView Financial Media’s policy to restrict our customers to providing the minimum personal information to us as is necessary to begin and maintain a subscription. As a customer you:

  1. Need to be aware of what personally identifiable information is collected
  2. Control what we can do with personally identifiable information
  3. Have a guarantee of privacy

However the information that you are required to input in order to process the transaction is necessary if the transaction is to be a success. This company retains the minimum amount of data necessary to complete the transaction and that data is retained for the necessary amount of time to ensure that we can deal with subsequent queries posed both by yourself, the merchant and the issuing bank. Therefore the data you supply may be held in all 3 locations i.e. by ourselves, the merchant and the bank, although for security reasons we do not provide the merchant with your card data - e.g. your card number etc. Card data may also be used for repeat billing purposes, where appropriate, but only with your prior knowledge and permission. Finally you are assured that any personal data retained on this company's servers is retained for the minimum period of time necessary i.e. whilst you remain a customer, and that it is held securely and will not be transmitted to any third party.

News and Features

News and Features

Expert Commentary

Tom Burroughes

Wealth Managers Take Note: Behold The Arrival Of The "Facebooker" Multi-Millionaires

Due to be held tomorrow, Facebook's massive IPO will create a new cohort of millionaires and multi-millionaires - rich pickings for the wealth management industry, says a new report.

Tom Burroughes

17 May 2012

Tara Loader Wilkinson

The Scream - An Emerging Markets Billionaire Trophy?

Whatever one's view of The Scream, a painting, its auction sale price of 4119 shows how some parts of the art market remain incredibly strong, but what does that say about wealth trends in general?

Tara Loader Wilkinson

8 May 2012

Charles Paikert

Advisors Must Respond To Uncertainty, Adapt Quickly To Complexity - Envestnet’s Crager

Independent advisors have a golden opportunity to benefit from an era of “profound change,” but must swiftly address the new realities and complexities of the economy and the marketplace, said Envestnet president Bill Crager at the wealth management outsourcing firm’s 2012 Advisor Summit in Chicago.

Charles Paikert

7 May 2012

Tom Burroughes

Looming Deadlines Make For Busy Wealth Structuring Season

It has been hard for any international lawyers dealing with US clients to ignore the sweeping provisions of the FATCA Act, but this tax compliance juggernaut is not the only issue on the horizon, a specialist in the field says.

Tom Burroughes

14 May 2012

Harriet Davies

Wealth In Motion: The Challenge Of Family Businesses, Succession

For wealthy families, a large challenge is raising the next generation and handling issues such as when and how to involve them in the family fortune, or business. It is a challenge that some say that wealth managers should be involved in.

Harriet Davies

16 May 2012

Charles Paikert

IMCA Conference: A Mixed Picture From Around The World

Investment advisors to wealthy clients have debated eurozone woes and prospects for emerging markets and the state of the US economy at a major conference in NYC.

Charles Paikert

15 February 2012