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.
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.
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.
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.
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.
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?
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.
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.
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.
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?
News and Features
Comment and Analysis
US Trust has identified a “disconnect” between goals and proactive wealth planning on a number of concerns including health, retirement, succession and life values.
21 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