News and Features
Latest News
Oil Price Spike, Wealth Tax Hike? - Washington Insider Makes Predictions
Dynasty Partner Firm Recruits Director, Senior Investment Consultant
Pour Money Into Bordeaux Not Burgundy For Lower Risk, Says Premier Cru Fine Wine
50 Per Cent Of Global GDP Could Be Buffeted By Election Winds In 2012
City National Makes Senior Private Client Hire In Pasadena
Comment and Analysis
LPL Deal Won’t Change Fortigent Team Or Focus, Putterman Tells Clients
Are Regional US Banks Mounting A Wealth Management Challenge?
Take Advantage Of Wealth Transfer Opportunities In 2012 - Wilmington Trust
2012 Set To Be Tax Driven For Wealthy Clients, As Fiscal Uncertainty Continues
New Service Aims To Keep Ultra-Wealthy Clients' Money Where It's Well Managed
Expert Commentary
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- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
HighTower Nabs Advisors With $1.1 Billion; Launches In Two New Markets
HighTower is bringing in new advisors on both coasts, managing a total of over $1 billion in client assets, and launching offices in Baltimore, MD and Los Angeles, CA.
Harriet Davies
22 February 2012
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
Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part Three)
Rosalyn Breedy, of Breedy Henderson Solicitors, continues her survey of the regulatory landscape for family offices and considers whether private investors will be better protected under regimes such as Dodd-Frank and the AIFMD, with a focus on developments in the UK and Cayman Islands.
Rosalyn Breedy
2 February 2012
Serving US Expats In An Increasingly Anti-Secrecy Banking World
With some firms refusing to deal with expatriate US citizens due to fierce new tax compliance laws such as FATCA, others are trying to fill what is a significant market gap. Zurich-based Bellecapital International, a business set up for this purpose late last year, recently spoke to this publication.
Tom Burroughes
8 February 2012
Exclusive: Casady Outlines LPL’s Plans For Fortigent
LPL Investment Holdings is prepared to pour money into Fortigent - even if it means forgoing profits for several years - in order to eventually accelerate revenues and establish market leadership, LPL chief executive Mark Casady told Family Wealth Report.
Charles Paikert
21 February 2012
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
