Feature
The Worries Of The UHNW - Spectrem Group Survey
23 April 2012
Ultra high net worth individuals are still in wealth preservation mode, according to the latest Spectrem Group quarterly survey, with more than half saying it is more important to protect principal than grow their investments.
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Big Opportunities For Family Offices In Colombia, Peru, Says GenSpring's Ulloa
20 April 2012
The top opportunities today in the growing Latin American wealth management market are in Colombia and Peru, says Santiago Ulloa, president of GenSpring Family Offices International, a firm with big plans for the family office market in the continent.
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Heavy Hitters Huddle In New York For Tiburon CEO Summit
18 April 2012
How will the financial services industry divvy up the $28.6 trillion Americans currently have in investable assets? If you are a heavy hitter in the wealth management business, you were probably at the latest Tiburon CEO Summit at the Ritz-Carlton at Battery Park in New York City to find out.
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Interview: London & Capital In Bullish Mood As It Tackles US, Asia Challenges
16 April 2012
London & Capital, an international "boutique" with strong connections to the US and now developing its Asia business, spoke to this publication about recent developments and its outlook for the future.
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Silicon Valley Takes On The Wealth Industry - Part Two
12 April 2012
The key hooks of a wealth management service that is crafted around technology are the lower costs and transparency it can offer for many - rather than the technology itself – says Kyle Ryan, executive vice president at Personal Capital.
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Silicon Valley Takes On The Wealth Industry - Part One
11 April 2012
Firms originating in Silicon Valley are bringing their technological expertise to bear on wealth management services in a bid to make these more widely available at lower cost: should the industry be wary or encouraged?
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Interview: Trends Converge To Drive Alternative Investing In IRAs
5 April 2012
Advisors recognize that offering alternative asset investments through IRA accounts could be a good growth path for their business, but few are onto it yet, according to a new survey from PENSCO Trust Company.
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Guest Comment: A Look At Stock-Based Lending As An Alternative To Traditional Loans
5 April 2012
Editor’s Note: Al Christy, founder and president of Equities First Holdings, a securities-based lender based in Indianapolis, IN, compares types of lending and highlights points borrowers need to consider when raising capital. The views expressed are the author’s . If much of your net worth is held in a stock-based portfolio and you are in need of liquidity, a stock-based loan can present an attractive alternative to traditional lending sources.
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Company Profile: Growth Plans, Challenges For Evercore - Part 2
2 April 2012
Here is the second part of a feature on Evercore, the wealth management firm that has risen quickly from its origins in the midst of the financial turmoil to become a respected and increasingly influential player.
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Company Profile: Evercore Proves Its Worth Since Launching In Great Recession - Part 1
30 March 2012
Jeff Maurer, former CEO of US Trust, teamed up with investment bankers Evercore Partners to form Evercore Wealth Management in the worst of times - December 2008. How has the business fared since?
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News and Features
Latest News
New CEO Takes Over At National Financial Partners
Advisors Missing Opportunities By Focusing Innovation On Current Clients - Fidelity
HighTower Eyes More Expansion With Financing Round, Hires
Peapack-Gladstone Hires From Wilmington Trust For New Jersey Private Banking Office
UBS Intensifies Its Commitment To Brazil With New CEO Hire From HSBC
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
Wealthy Individuals' Financial Plans At Risk Amid False Sense Of Security - Survey
US Trust has identified a “disconnect” between goals and proactive wealth planning on a number of concerns including health, retirement, succession and life values.
Eliane Chavagnon
21 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
