Spectrem Group
Ultra-HNW-family group spotlights global investing
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.
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Hedge Funds Lose Appeal to US Ultra Rich - Report
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 ...
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US Wealthy Are Bullish Again - Report
5 January 2007
According to Chicago strategy consultants Spectrem Group wealthy US investors ended 2006 "mildly bullish" after a dip in confidence in Novem...
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Ultra wealthy just plans folks after all: Spectrem
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.
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US Ultra High Net Worths Play Down the Luxury Lifestyle - Report
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...
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Women respond poorly to some wealth-service tactics
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.
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Fledgling wealth assoc mounts three-city road show
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.
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Banks face challenges in personal-trust business
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.
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US Banks Lose Trustee Business to DIY
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...
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The very wealthy more numerous than ever
26 April 2006
Spectrem survey says ultra-high-wealth households increased 26% in 2005. The good times continue to roll for U . S.
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News and Features
Latest News
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Resource Real Estate Launches Diversified Income Fund
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Global Investor Confidence Rose In May; Europe Makes A Comeback - Merrill Survey
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
Regulation Puts Squeeze On Global Wealth Industry - RBC/Capgemini
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.
Tom Burroughes
19 June 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
