Poll
Do the current Asian recruitment drives of several private banks tempt you to relocate?
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Do women make better relationship managers than men?
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Do you agree that the term "multi-family office" is too vague and is increasingly indistinct from "wealth management firm"?
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Do you expect the financial crisis will encourage the children of wealthy clients to employ different investment advisors from their parents?
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Do you expect the financial crisis will encourage the children of wealthy clients to employ different investment advisors from their parents?
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Do you expect wealth management firms to continue expanding in 2009?
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Do you expect wealth management profitability to improve significantly this year?
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Do you expect wealth managers to increase their share of the management of high net worth assets?
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Do you feel financial markets have turned a corner over the last few weeks?
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Do you see signs that clients are recovering their trust in private banking?
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News and Features
Latest News
Why UHNW Clients In MidEast Prefer Single Family Offices To MFOs - Invesco Study
PNC Wealth Adds To Management Team
Sell In May? BMO Private Bank Tests The Theory
California Luxury Property Values Raise The Roof
Lyxor Makes Senior Hedge Fund Hire From Citi Private Bank
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
UK Fines JP Morgan International Bank's Wealth Arm Over Suitability Failings
The UK's Financial Conduct Authority has fined JP Morgan International Bank a total of £3.08 million (around $4.6 million) for systems and controls failings at its wealth management business.
Natasha Taghavi
23 May 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
