Interview
INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World
9 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.
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Regions, Prudential Platform Deal Highlights Increased Banking Focus On Wealth Management
14 January 2013
Two big industry trends converged today in Regions Bank’s new platform deal with Prudential Wealth Management Solutions.
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Emerging Global Advisors' Hoekstra: EM Investment An Easy Way To Differentiate A Wealth Business
4 September 2012
Advisors may be missing a trick when it comes to differentiating their emerging markets investment offering, says Marten Hoekstra of Emerging Global Advisors.
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Expectation Versus Delivery: Addressing The Advisor-Client Mismatch
21 May 2012
While there has always been a divergence between investors’ expectations and how advisors interpret what is expected of them, this gap has been exacerbated amid the recent financial turmoil.
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Looming Deadlines Make For Busy Wealth Structuring Season
14 May 2012
It has been hard for any international lawyers dealing with US clients to ignore the sweeping provisions of the FATCA Act, but this tax compliance juggernaut is not the only issue on the horizon, a specialist in the field says.
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Emerging Rules Will Dictate Industry Growth, Declares Envestnet's Bergman
4 May 2012
Ignore the lates industry developments at your peril, Judson Bergman, chairman and chief executive of Envestnet told attendees of the outsourcing firm’s inaugural Advisor Summit in Chicago this week.
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With Abbot Downing, Wells Fargo Gallops Up The Family Office Rankings
10 November 2011
Wells Fargo, one of the giants of the US banking industry, is upping its game in the ultra high net worth private client business, with a new streamlined offering for clients with $50 million+ assets.
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Richardson GMP Goes Long On Discretionary Management
27 July 2011
Discretionary management has a bright future in the private client industry, says David Porter, equity owner and portfolio manager at Richardson GMP, which is planning to grow its share of licensed discretionary managers.
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Standing Apart From The Investment Crowd: The Charles Nenner Way
27 April 2011
One international research firm that certainly has a very distinct, even joyously unconventional image, is Charles Nenner Research, the business created by Charles Nenner and run with a close fellow musician, David Gurwitz.
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International Base Provides Firm Ground In A Storm - HSBC Private Banking Americas
6 April 2011
Here, Marlon Young, head of HSBC Private Banking, Americas, said the firm's international base helped it grow during the recent downturn.
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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
