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EXCLUSIVE INTERVIEW: Different US, European Client Data Rules Pose Big Challenges
12 March 2013
In this digital age, with stories of data thefts, security breaches and zealous government assaults on what they see as illegitimate secrecy, the issue of how to handle data protection is one of the most important facing the wealth management industry.
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INTERVIEW: Signature - A New Way Of Looking At “New” Wealth
30 July 2012
It’s hard to argue with the idea that wealth managers need to stay close to wealth creators. However, as Randy Webb, president and chief executive of Signature, points out to Family Wealth Report, the term “new wealth” can be misleading.
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Breaking Through Generational Barriers With A Private Social Media Network
12 July 2012
TrustedFamily, a secure online communications platform, has a clear market strategy: work with the top three business families in every country.
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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.
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Executive Moves: Americas April 2011
9 May 2011
A round-up of the North American industry moves for April 2011.
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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
