Feature
Guest Comment: Getting Older Does Not Mean Shunning More Risk Assets
27 June 2012
Editor’s note: The following article, exploring issues of longevity and asset allocation, is by Ian Martin, chief investment officer at Lloyds TSB Private Banking. As ever, the views expressed here are not necessarily shared by this publication . We do invite readers to respond.
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EXCLUSIVE INTERVIEW: Social Media Strategy - “Pull Not Push” Is Key To Winning Clients
25 June 2012
The wealth management industry risks losing the upcoming generation of clients by lacking an integrated multi-channel approach to interacting with clients, says one industry expert.
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Formalizing The Role Of Family Office As Risk Manager – New FOX Study
22 June 2012
A family office’s central role is as a risk manager, says FOX in a new study, and this idea needs to be formalized to create the right focus for staff and clients.
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Exec Directors At SFOs Earning In The Millions, But With Large Variations
21 June 2012
Average compensation for executive directors at single family offices is nearly $1.6 million, with “participant-directors” earning much more than “employee-directors,” according to a recent Rothstein Kass study.
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Expert View: A Walk Through The FATCA Maze
18 June 2012
The Foreign Account Tax Compliance Act (FATCA) will have a far-reaching impact on asset managers. Firms are likely to face increased administrative burdens and need to review operational processes and technology infrastructures to cope with the demands of the new legislation.
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A Family Foundation Trustee “To Do” List
15 June 2012
In her quarterly column for Family Wealth Report on trends in the world of philanthropy, Meg Lassar runs through a list of “dos” for advisors discussing family foundations with clients.
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Rethinking Pay And Fees: What Happens If Wall Street Moves To Main Street?
13 June 2012
It's time to completely rethink personal financial services, according to Jeff Spears, co-founder and chief executive of Sanctuary Wealth Services.
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The Importance Of Passion Investments To Your Clients - New Barclays Report
11 June 2012
Wealthy individuals hold an average of 9.6 per cent of their total net worth in “treasure assets”, according to a new report. Given the volume of assets at stake, that is a significant amount of wealth held in treasure worldwide.
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Exclusive Interview: Taking A Family-Run HNW Insurance Business To The Next Stage
4 June 2012
Taking over a family business and living up to the challenges of older generations is a challenge for heirs, but it is one that Jonathan Crystal, of Frank Crystal & Company, has excelled in.
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Wealth Management In California: The Players
29 May 2012
As part of a series analyzing the Californian wealth management industry, here Family Wealth Report shares insights from firms on their Californian operations.
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News and Features
Latest News
RIA To Unveil Succession, Acquisition Program For Advisors
As A Wealth Preserver, The Dollar Beats Gold At The Moment, Says Private Bank
Summary Of Miscreants In The World's Wealth Management Industry
KeyBank Names Vice President For New York
US Wealth Management Recruits Two Advisory Teams, Targets $1 Billion AuM Next Year
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
Zürcher Kantonalbank Expects To Pay Big Fine To US Over Tax Evasion Case
Zürcher Kantonalbank, the biggest Swiss cantonal bank, expects to pay a fine to US authorities as part of a deferred prosecution agreement for its alleged role in helping US citizens evade taxes, media reports said.
Tom Burroughes
24 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
