Feature
LPL Deal Won’t Change Fortigent Team Or Focus, Putterman Tells Clients
17 February 2012
Fortigent’s top management isn’t going anywhere as a result of its impending acquisition by LPL, the wealth management outsourcing firm’s president and chief executive Andrew Putterman reassured clients gathered yesterday in Savannah, GA.
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Are Regional US Banks Mounting A Wealth Management Challenge?
10 February 2012
Regional US banks are becoming more active in the wealth management space, as a number of developments show.
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Take Advantage Of Wealth Transfer Opportunities In 2012 - Wilmington Trust
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 Trust’s annual press briefing in midtown Manhattan yesterday.
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Serving US Expats In An Increasingly Anti-Secrecy Banking World
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.
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Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part Three)
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.
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2012 Set To Be Tax Driven For Wealthy Clients, As Fiscal Uncertainty Continues
20 January 2012
After a busy 2011 for trust and estate practitioners, 2012 will be “even more tax-driven,” 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.
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New Service Aims To Keep Ultra-Wealthy Clients' Money Where It's Well Managed
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.
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Wealthy Agree That Their Wealth Brings Responsibility, Even In Tough Times
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.
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Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part Two)
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.
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Interview: Custom Portfolio Group Bucks Model Portfolio Trend
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 didn’t like what he saw. Years later, he had the chance to put his theories into practice.
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News and Features
Latest News
South Carolina Bank Inks Deals To Upgrade Wealth Management Offering
UK’s Aberdeen Confirms Commitment To US With Acquisition
Executive Departure At Citi Triggers Reshuffle; New CEO Of Private Bank
FINRA Fines LPL Over Email System Failures
Fremont Bank Names New Vice President Of Wealth Management
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
BNY Mellon Lays Out Big Hiring Plans For Wealth Management
BNY Mellon Wealth Management is planning to double the size of its global sales force, as well as adding a raft of private bankers.
Harriet Davies
22 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
