23 January 2007
2007 could mark a high-point in the smart-money sprint to offshore holdings. The stampede into global investments may reach a high point in this year, at least among top-tier private investors . The Institute for Private Investors' (IPI) 2006 Family Performance Tracking report shows that 73% of IPI-member families surveyed plan to increase non-domestic investments in 2007.
19 January 2007
US households with a net worth of $25 million or more, not including primary residence, reduced their exposure to hedge funds significantly ...
5 January 2007
According to Chicago strategy consultants Spectrem Group wealthy US investors ended 2006 "mildly bullish" after a dip in confidence in Novem...
29 December 2006
Even if most plain folks don't save a quarter of their gross annual incomes. "The rich are very different from you and me" the legend has F . Scott Fitzgerald telling Ernest Hemingway.
20 December 2006
US households with a net worth of $5 million or more, not including primary residence, generally have a very high savings and investment rat...
25 October 2006
"It might be nice if the seminars were geared for women and done by women". Wealth managers eager to win business from women may want to consider new approaches, according to the Spectrem Group, a Chicago-based research firm and consultancy to financial-service firms . "Affluent women quite clearly do not care for some of the tools that financial advisors routinely use to communicate with clients," says Spectrem managing director Catherine McBreen.
18 September 2006
Meet-and-greet sessions to be held in New York, Chicago and Los Angeles. The Wealth Management Institute (WAI), a three-month-old, Washington, D . C.
28 August 2006
Non-bank rivals, "self-trusteeing" and outmoded approached drive declines. The rise of non-bank trust services, a growing tendency toward do-it-yourself trusteeship and the emerging generation's distain for old-fashioned trust approaches have conspired to send bank-held personal-trust assets south in recent years . Personal trust assets held by U.
25 August 2006
The traditional grip of US banks on trust work for high net worth individuals has been heavily eroded. This is the major finding of a recent...
26 April 2006
Spectrem survey says ultra-high-wealth households increased 26% in 2005. The good times continue to roll for U . S.
News and Features
Comment and Analysis
The rising level of financial sector regulation means that fewer firms will be able to offer the full suite of wealth management products, according to the RBC/Capgemini World Wealth Report.
19 June 2013
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.
20 March 2013
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
4 April 2013
The period between 2008 and 2012 saw an uptick in risk reviewing business at New Yorkís Rothstein Kass Family Offices Group, says partner Evan Jehle.
9 April 2013
Building functionality into a familyís business affairs involves defining each personís role but itís never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
8 April 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013