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Daily News Analysis
Argent Financial Group Appoints Business Development Officer
19 June 2013
Ruston, LA-based Argent Financial Group and its newly-created subsidiary, Argent Trust, have named Meredith Strutt Mighty as business development officer, responsible for client development and relationship management for individual and institutional clients. Mighty joins from APG, a small family office services company which she co-founded in 2006 . She started her career in 2002 as a research associate and client service representative at Legg Mason Capital Management.
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Global Investor Confidence Rose In May; Europe Makes A Comeback - Merrill Survey
19 June 2013
Investor confidence has risen in the past month despite market instability and a 2. 5 per cent fall in world equities, according to Bank of America Merrill Lynch's fund manager survey for June . A net 56 per cent of global investors believe the world economy will strengthen over the coming year, up from a net 48 per cent in May.
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Resource Real Estate Launches Diversified Income Fund
19 June 2013
Real estate asset manager Resource Real Estate, a subsidiary of Resource America, has launched a new fund which aims to provide long-term appreciation and low equity market correlation for investors looking to diversify their investment holdings. The Resource Real Estate Diversified Income Fund seeks to give investors to access real estate investments in both listed and unlisted markets, via equity and debt securities, the firm said in a statement . The firm said the fund’s portfolio may include publicly-traded REIT shares, private equity real estate investments, preferred .
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Raymond James Recruits Independent Advisor Team From Morgan Stanley
19 June 2013
Raymond James Financial Services, an independent broker/dealer subsidiary of Raymond James, has recruited a new team in the shape of Illinois-based Dashboard Wealth Advisors. The team joins from Morgan Stanley, where they managed over $240 million in client assets and had annual fees and commissions of $1 . 9 million.
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Northern Trust Promotes Wealth Management Sales Director
19 June 2013
Northern Trust has promoted David Williams to the role of sales director for wealth management. Williams, with more than 27 years’ experience in the financial services industry, has spent 15 years at Northern Trust . Before joining Northern Trust, he held a variety of wealth management and commercial banking positions at First Midwest Bank, Firstar Bank and Lake Shore Bank.
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Features
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
13 May 2013
Here, top executives at Citi Private Bank explain how the bank’s “Voice of the Client” initiative has rapidly gained traction among both staff and clients.
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WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management
11 April 2013
WE Family Offices is trying to change the landscape of high-end wealth management with its offering focused on “wealth as an enterprise.”
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FEATURE: A Look At The Mexican High Net Worth Client Market
2 April 2013
Mexico is home to the world’s richest man in the form of telecoms magnate Carlos Slim, but its wealth management market has not received the attention of Brazil’s. That may be changing as the emerging economy garners attention from the industry.
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EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring
27 March 2013
GenSpring Family Offices is in some ways a poster child for the multi-family office industry: it grew assets under management very quickly for many years but has recently had to tackle problems that come with this increasing scale.
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EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
25 March 2013
Relevancy, transparency and ease of use emerged as goals for wealth management firms to strive for in delivering client-centric communications at a recent event of industry leaders held in New York.
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News and Features
Latest News
Janney Makes Senior Hires At New Office In Maryland, Adds Senior VP In Florida
BMO Private Bank Hires Two Managing Directors In Illinois
Resource Real Estate Launches Diversified Income Fund
Argent Financial Group Appoints Business Development Officer
Global Investor Confidence Rose In May; Europe Makes A Comeback - Merrill Survey
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
Regulation Puts Squeeze On Global Wealth Industry - RBC/Capgemini
The rising level of financial sector regulation means that fewer firms will be able to offer the full suite of wealth management products, according to the RBC/Capgemini World Wealth Report.
Tom Burroughes
19 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
