Family Wealth Report network: WealthBriefing | WealthBriefingAsia

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Quote of the week

"Table stakes' promises are important to every investor. After that, however, different promises appeal to different market segments,"

Pershing

Upcoming Events

WealthBriefing Events lists conferences and other events relating to global wealth management, fund management and alternative investment markets during the following twelve months. Tax, legal and trust conferences relating to wealth management are also listed here. Click on the link for more information on particular events.

If you are an event organiser you can submit an event for inclusion in this section please click here.

Upcoming Events

Breakfast Briefing: Converting Compliance Challenges into Business Benefits - New York
Start date: 30 Oct 2014
Venue: The Union League Club
Country: USA
More information

WealthMatters Singapore 2014
Start date: 4 Nov 2014
Venue: Raffles Hotel
Country: Singapore
More information

Breakfast Briefing: Converting Compliance Challenges into Business Benefits - Zurich
Start date: 11 Nov 2014
Venue: WIDDER HOTEL
Country: Switzerland
More information

Breakfast Briefing: Converting Compliance Challenges into Business Benefits - Geneva
Start date: 13 Nov 2014
Venue: HOTEL PRESIDENT WILSON
Country: Switzerland
More information

News and Features

Expert Commentary

Private Client Resources

GUEST ARTICLE: Checklist For Success When Looking For An Outsourced Provider

Private Client Resources gives a "checklist for success" when it comes to pursuing an outsourced solution.

Private Client Resources

20 December 2013

Eliane Chavagnon

INTERVIEW: Helping Wealthy Families Maintain The Art Of Communication

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.

Eliane Chavagnon

5 December 2013

Susan Dauber

EXPERT VIEW: The "Third Pillar" Of Effective Year-End Tax Planning In Philanthropy

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.

Susan Dauber

30 September 2013

Eliane Chavagnon

INTERVIEW: UBS On Being Most – But Not All – Things To Ultra-Wealthy People

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.

Eliane Chavagnon

7 October 2013

Joe Reilly

Exclusive Q&A On James Grubman's New Book About How Families Adapt To Wealth Across Generations

This month, Joe Reilly goes back to interview Dr James Grubman of FamilyWealth Consulting, about his new book: Strangers in Paradise: How Families Adapt to Wealth Across Generations.

Joe Reilly

11 December 2013

Marc Odo

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