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.
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.
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.
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.
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.
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.
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.
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.
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.
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
Comment and Analysis
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.
17 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 York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
9 April 2013
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.
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