Poll
Do you think that the state ownership of banks will damage wealth management and client privacy?
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Do you think that there is a sweet spot in wealth management in terms of the ideal size of assets that a client must have to enable maximum profits for a bank?
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Do you think the budget will cause major UK client relocation?
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Do you think the market turmoil will harm the prospects of wealth managers as a business?
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Do you think the private banking industry can now position for an economic recovery over the next 12 months?
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Do you think the UBS tax case in the US will intensify risks to other offshore centres besides Switzerland?
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Do you think UK regulators' bank crackdown will damage UK wealth management?
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Does the G20 communiqué really signal the end of banking secrecy?
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Does the recent scandal about manipulation of Libor inter-bank rates pose a major problem for the wealth management sector?
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Does the UK need to establish a wealth management MBA program at one of its top business schools?
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News and Features
Latest News
Survey Highlights "Changing Face Of Wealth" In The US
Guest Comment: Marketing Closer Or Poser? How To Identify The First And Avoid The Second
JP Morgan Spins Off Private Equity Unit
Wells Fargo Expands Advisor Workforce With Nine Private Client Hires
Cayman Islands Pledges Further Global Cooperation, Transparency After UK Meeting
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
INTERVIEW: HNW, Inc CEO On The Blurry Area Of Social Media And Compliance
Social media shouldn’t be perceived as an “impossible to solve,” says Stacey Haefele, chief executive at HNW, Inc.
Eliane Chavagnon
17 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
