Feature
State Profile: Wealth Managers Hitting Gold In California
25 May 2012
In 1848, James Marshall found gold in California, creating a rush of wealth-seekers to the state. Fast forward nearly 200 years and wealth managers are heading west in search of industry gold: ultra-wealthy clients.
*****
MFO Model: Popular In Theory, Challenging In Practice – New Study
24 May 2012
Over three-quarters of financial advisors are interested in the multifamily office model, according to a new Rothstein Kass report, due to a belief it can deliver higher revenues.
*****
After Decker/Dovey: Avoiding A “Scorched Earth” Divorce For Your HNW Clients
23 May 2012
Here, Norman Heller and Steven Goldfeder, of the law firm Blank Rome, discuss the critical steps lawyers must take to avoid internecine divorces for their wealthy clients.
*****
Joe Reilly Interviews Jim Grubman On The "Thorny Side" Of Wealth Management
22 May 2012
Joe Reilly, president of the Family Office Association, recently spoke with Dr Jim Grubman, of FamilyWealth Consulting, about resentment of clients, thorny family problems and whether wealth managers should have full time family governance experts on staff.
*****
Book Review: Unmasking The Language Of Wall Street
16 May 2012
A recently published book seeks to unravel the language employed in and about financial markets to show the many biases and unwitting assumptions people make.
*****
Gresham Hires Head To Lead Growth; Targets "Top One-Tenth Of The 1 Per Cent"
7 May 2012
As liquidity and wealth creation has slowed down, Gresham Partners wanted to tackle the issue of sustainable growth for the next five to ten years.
*****
Interview: Smartleaf Sets Out To Measure Effects Of Workflow Processes
1 May 2012
Smartleaf is turning its attention to documenting the effect of different workflow processes on factors such as tax management and the dispersion of returns amongst client portfolios.
*****
Interview: CAIS On "Levelling The Playing Field" In The Alternatives Space
30 April 2012
While recent studies have indicated a burgeoning demand for alternative investments from the client side, accessing the relevant products has proved “very problematic,” explains Matt Brown of CAIS.
*****
What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations
26 April 2012
While the worst of the financial crisis may be over, members of the exclusive Tiger 21 peer-to-peer network feel “we are no way in the clear,” according to their asset allocations for the first quarter.
*****
Hedge Funds Do Deliver Outperformance, Diversification In The Long Run - New Study
25 April 2012
The Alternative Investment Management Association has refuted claims of underperformance and poor value by hedge funds, commissioning a study jointly with KPMG that shows the industry has delivered market-beating returns over a 17-year period.
*****
News and Features
Latest News
Goldman Sachs AM Launches Alternatives Mutual Fund
Mutual Fund Asset Flows "Healthy" But Losing Pace - Morningstar
Massachusetts Wealth Firm Appoints Research Director
BNY Mellon Combines Bank, Brokerage Custody Into Single Service Offering
Webster Private Bank Creates Chief Investment Strategist Role
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
EXCLUSIVE INTERVIEW: Data Crunching Delivers The Investment Goods For FQS
As markets have been volatile, patchier liquidity will mean that capacity constraints on some hedge fund strategies have to be closely monitored to protect performance, FQS Capital, the hedge funds arm of a family office business, says.
Tom Burroughes
17 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
