17 February 2012
Fortigentís top management isnít going anywhere as a result of its impending acquisition by LPL, the wealth management outsourcing firmís president and chief executive Andrew Putterman reassured clients gathered yesterday in Savannah, GA.
10 February 2012
Regional US banks are becoming more active in the wealth management space, as a number of developments show.
8 February 2012
Attractive opportunities in wealth transfer planning were tempered by projections of slow domestic growth and anemic returns on investment-grade bonds and cash at Wilmington Trustís annual press briefing in midtown Manhattan yesterday.
8 February 2012
With some firms refusing to deal with expatriate US citizens due to fierce new tax compliance laws such as FATCA, others are trying to fill what is a significant market gap. Zurich-based Bellecapital International, a business set up for this purpose late last year, recently spoke to this publication.
2 February 2012
Rosalyn Breedy, of Breedy Henderson Solicitors, continues her survey of the regulatory landscape for family offices and considers whether private investors will be better protected under regimes such as Dodd-Frank and the AIFMD, with a focus on developments in the UK and Cayman Islands.
20 January 2012
After a busy 2011 for trust and estate practitioners, 2012 will be ďeven more tax-driven,Ē says Dan Lindley, president of The Northern Trust Company in Delaware and chief fiduciary officer of its private client business in Guernsey and Cayman Islands.
20 January 2012
A new type of firm, created by financial services veteran Doug Black, is looking to sort the wheat from the chaff when it comes to ultra high net worth wealth management.
18 January 2012
Millionaires in the US feel that their wealth comes with a responsibility to help the country through its challenges, a new survey from PNC Wealth Management reveals.
10 January 2012
Rosalyn Breedy, of Breedy Henderson Solicitors, continues her survey of the regulatory landscape for family offices and explains why she thinks these entities urgently need to make a decision about whether or not they wish to manage third-party money.
5 January 2012
As an environmental attorney for a large national law firm, David Twibell worked with and talked with his share of investment and financial advisors. And he didnít like what he saw. Years later, he had the chance to put his theories into practice.
News and Features
Comment and Analysis
BNY Mellon Wealth Management is planning to double the size of its global sales force, as well as adding a raft of private bankers.
22 May 2013
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.
20 March 2013
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
4 April 2013
The period between 2008 and 2012 saw an uptick in risk reviewing business at New Yorkís Rothstein Kass Family Offices Group, says partner Evan Jehle.
9 April 2013
Building functionality into a familyís business affairs involves defining each personís role but itís never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
8 April 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