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News and Features
Comment and Analysis
JP Morgan Private Bank has appointed Olivier de Givenchy as head of the US Western region - a newly created role - having previously held the post of private banking head for the UK and Nordics region.
6 December 2013
Holding regular, face-to-face family meetings can help families to overcome some of the issues that can cause their wealth to dissipate over generations, says Claudia Sangster of CTC Consulting | Harris myCFO.
5 December 2013
This is the first of a two-part article looking at tax planning and philanthropy issues. It is written by Susan Dauber, philanthropic advisor with Strategic Philanthropy.
30 September 2013
Ultra high net worth clients are interested in intellectual capital and sophisticated capabilities - they “don’t need to be sold anything,” says John Mathews, head of UBS Private Wealth Management.
7 October 2013
Banyan Partners chief executive, Peter Raimondi, speaks to Family Wealth Report about its spate of recent acquisitions and its strategic direction going forward.
14 October 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