Insight
Q&A: The "Need To Know" On Alternative Assets
3 April 2013
Here, Donald Robinson, chief executive and co-chief investment officer of Palladiem Partners, and a veteran alternative investor who launched Lockwood Advisors in the mid-90s, lays out some of the basics that clients should know about alternative investing.
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The Art Of Giving: Channeling The Force Of Inherited Wealth
20 February 2013
Money exerts a powerful influence over its owners and when money changes hands, therefore, it can bring out sides to people that previously lay hidden, says Richard Del Monte, president of Del Monte Group.
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Wilmington Trust Briefing: Women, Family Governance Head Wealth Management Priorities
16 January 2013
Financially empowered women and family governance emerged as key themes at a Wilmington Trust conference in midtown Manhattan.
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Schwab IMPACT Conference: Advisors Rocked By Winds Of Change In The Windy City
16 November 2012
Financial advisors visiting the Windy City found themselves buffeted by the winds of change swirling around the financial markets and the advisory industry itself during the Schwab IMPACT 2012 conference in Chicago this week.
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Joe Reilly Interviews Jamie McLaughlin On Leadership And Left-Brained Advisors
20 September 2012
Joe Reilly, president of the Family Office Association, recently sat down with industry consultant Jamie McLaughlin, of JH McLaughlin & Co, to talk about leadership, culture and left-brained wealth advisors.
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Investors Unfiltered: Common Manager Pitfalls to Avoid in Meetings
11 September 2012
Diane Harrison, principal and owner of Panegyric Marketing, discusses some of the most common mistakes managers make in first meetings with potential investors.
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Sustainable Investing: The Other Side Of The Legacy Conversation?
7 May 2012
The question of legacy has become a pertinent one to the wealth management industry in recent years, as various factors converge to drive a large transfer of assets. This is often looked at from the philanthropy side of the table, but increasingly the possibility to make a difference with investment assets has come under the spotlight.
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The Global Spread Of The North American Family Office Model
13 February 2012
The current “hybrid model” of a family office in Asia, and especially in the wealth hub Singapore, is likely to transition to a North American/European model of the integrated family office over time, according to a new white paper, Singapore Family Offices, by Richard Wilson Capital Partners.
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A Whistle-Stop Tour Of The World's UHNW In 2012 - Wealth-X
25 January 2012
In today’s tough environment, wealth managers need a defined business model and detailed research on potential clients and markets to succeed, says Mykolas Rambus, chief executive of Wealth-X.
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Elite Summit 2011 Keynote Speech: Best Practices And Emerging Trends In Family Office Governance
25 November 2011
This is a keynote speech given at the Elite Summit in Montreux, Switzerland, run by Marcus Evans and attended by Family Wealth Report, touching upon a range of issues affecting the family office industry.
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News and Features
Latest News
New CEO Takes Over At National Financial Partners
Advisors Missing Opportunities By Focusing Innovation On Current Clients - Fidelity
HighTower Eyes More Expansion With Financing Round, Hires
Peapack-Gladstone Hires From Wilmington Trust For New Jersey Private Banking Office
UBS Intensifies Its Commitment To Brazil With New CEO Hire From HSBC
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
Wealthy Individuals' Financial Plans At Risk Amid False Sense Of Security - Survey
US Trust has identified a “disconnect” between goals and proactive wealth planning on a number of concerns including health, retirement, succession and life values.
Eliane Chavagnon
21 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
