Harriet Davies
Editor - Family Wealth Report
21 August 2012
Daily News Analysis
Charlotte Beyer is stepping down from her role as chief executive of the Institute for Private Investors, effective today.
Beyer founded the organization and has been at the helm for 20 years. At the beginning of last year she oversaw the firm’s sale to Campden Media, and going forward Dominic Samuelson, managing director of Campden Wealth, will take on full responsibility for IPI.
Mindy Rosenthal, executive director of IPI and managing director of Campden Wealth, US, has also taken on some of Beyer’s day-to-day responsibilities, along with Samuelson.
Beyer will remain involved, serving as a strategic advisor to the Private Wealth Management program, which the firm runs in collaboration with The Wharton School of the University of Pennsylvania and Singapore Management University. She will also be active in the Wharton IPI Private Wealth Network, the launch of which was announced earlier this month. The network aims to formalize relations built up over the program, allowing participants to stay in contact with each other and their professors after the course.
On her departure, Beyer acknowledged that “letting go is never easy,” but also that she felt the organization was ready to move into its next phase. She will focus more time on her commitments on the board of the Museum of American Finance and her newly-created private foundation.
“Both of these entities focus on education, my first and still fervent passion," she said.
Meanwhile, IPI is rolling out regional membership communities in Europe, the Middle East and Asia, it said.
"Charlotte and IPI are synonymous, and the opportunity to build on her legacy is one which although challenging, fills me and all her colleagues with excitement and optimism," said Samuelson.
