Is working for a firm with the right ethos/culture more important than remuneration for advisers seeking to move firm currently?
Last week’s poll suggested that a significant proportion of clients are disappointed when they step up from premier to private banking. What do you think disappoints such clients most?
One of our recent polls suggested a significant proportion of clients might not be "wowed" with the service they receive - but what do you think would prompt a client to actually go elsewhere?
Philanthropy appears to be increasingly important. Should your firm be developing greater expertise in this area?
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