About this site
The North American wealth management market is one of the largest and most diverse in the world, and is markedly different from those in Europe and the Asia-Pacific region. Multi and single family offices in particular are a well-entrenched, integral part of the wealth management landscape.
Family Wealth Report provides "need to know" business intelligence in a convenient and easy-to-read format - straight to subscribers' inboxes every day. Nowhere else will you find such high quality, in-depth and often exclusive content all in one place. Family Wealth Report content comes from both our own dedicated editorial team as well as leading industry professionals, helping subscribers stay on top of all the important developments relating to wealth management, family offices, and the HNW/UHNW sectors in North America.
Advertising and sponsorship
Advertisers can reach out to the Family Wealth Report subscriber base through a variety of channels, with packages tailor-made to suit your particular business specialty. Marketers can also leverage our unrivaled industry reach through our prestigious thought leadership events and research reports - both of which provide a high-impact platform from which to deliver your message.
Take your offering to the market direct through Solus emails - a fully-customised service whereby content is determined by the advertiser, but delivered from the trusted ClearView email address. Marketers also control the “look and feel” of these communications to ensure the greatest impact for their brand.
Family Wealth Report is published by ClearView Publishing with over 15 years experience of providing information to the international financial services sector.
Subscribers benefit from:
- Daily news covering the latest research, strategic and structural changes, M&A, people moves and profiles, compliance and regulation, and tax and estate planning
- In-depth analysis of trends, strategies and complex issues
- Email alerts on breaking news stories
- Regular updates on international legal developments affecting wealth management
- Fully searchable archive material
- Practical intelligence on investment strategies, technologies and other services tailored to wealth advisors
The subscriber base includes:
- Private bankers
- Multi and single family office owners and executives
- RIAs
- Asset managers
- Lawyers, accountants and trusted advisors to the private client market
- Technology vendors
- Business and industry consultants
- Recruiters
- Anyone needing to know about the latest news and analysis on North American HNW/UHNW wealth management
What subscribers are saying about Family Wealth Report:
"Family Wealth Report is vital to help me stay current on the world of private wealth. Each daily issue contains invaluable analysis and insight, giving us the breadth of perspective we all need to help families manage their wealth."
Leslie Voth, President and Chief Operating Officer, PITCAIRN FAMILY OFFICE
What subscribers are saying about Family Wealth Report:
"Family Wealth Report’s insightful analysis keeps us at the forefront of developments affecting wealth management and family office professionals, and we regard it as a must-read for anyone who needs to know what industry leaders are thinking."
Charles Lowenhaupt, Chairman, CEO & President, LOWENHAUPT GLOBAL ADVISORS
News and Features
Latest News
Janney Makes Senior Hires At New Office In Maryland, Adds Senior VP In Florida
BMO Private Bank Hires Two Managing Directors In Illinois
Resource Real Estate Launches Diversified Income Fund
Argent Financial Group Appoints Business Development Officer
Global Investor Confidence Rose In May; Europe Makes A Comeback - Merrill Survey
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
Regulation Puts Squeeze On Global Wealth Industry - RBC/Capgemini
The rising level of financial sector regulation means that fewer firms will be able to offer the full suite of wealth management products, according to the RBC/Capgemini World Wealth Report.
Tom Burroughes
19 June 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
