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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
News and Features
Comment and Analysis
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.
24 May 2013
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.
20 March 2013
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
4 April 2013
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.
9 April 2013
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.
8 April 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013