Feature
North America Executive Moves: October 2011
7 November 2011
Here, the significant moves in the North American wealth management market for October are summarized.
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Schwab Conference: Acquiring Clients In A Wired World
4 November 2011
Financial advisors and wealth managers, consider yourselves warned: having a web site is no longer optional and you have to participate in social media if you want to be relevant.
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Schwab Conference: A “Defining Moment” For Financial Advisors
3 November 2011
Confidence was tempered by caution yesterday as thousands of independent investment advisors and wealth managers from around the US gathered in San Francisco for Charles Schwab & Co’s twentieth annual Impact conference.
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Population Of "Deca-Millionaires" Reaches One Million
3 November 2011
The number of individuals with more than $10 million of investable assets will reach one million for the first time by the end of this year, a gain from 850,000 in 2008, with the focus of growth in Asia, according to Ledbury Research. The Asia-Pacific region, with 260,000 of such deca-millionaires, will surpass Europe (250,000) in number for the very first time at the end of this year, Ledbury said in a report . The findings add to other reports from groups such as Merrill Lynch/Capgemini released earlier this year showing that the center of economic gravity continues to move eastwards, with important implications for the wealth management sector.
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The Rise Of Wealthy Women: The “Other” Wealth Transition
3 November 2011
Worldwide, $20 trillion of investments are controlled by women, up by 16 per cent in just one year. Wealth managers need to be ready to cater to female clients, in the way they want to be catered to. The question is: what do women want?
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SEC Family Office Rules: Available Options
31 October 2011
Family office managers and owners have until 30 March 2012 to comply with new family office regulations issued by the SEC. Here, some options are discussed by lawyers specializing in the family-office industry.
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A Walk Through The SEC Rules On Family Offices
28 October 2011
In the first of two articles looking at new SEC rules on family offices, this publication looks at what has changed ahead of the new regime in March next year.
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The Family Wealth Industry Is Being Transformed, Says GenSpring's Michael Zeuner
20 October 2011
The family wealth industry is not only changing but being transformed, according to Michael Zeuner, senior executive partner at GenSpring Family Offices. “It's a different industry,” he says, speaking to Family Wealth Report at the firm's New York office.
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Single-Family Offices Pausing To Reflect As Dodd-Frank Looms
19 October 2011
Faced with the Dodd-Frank financial reform single-family offices are “pausing to take a hard look at themselves,” but many still do not know the impact of the new regulations on their businesses, according to the 2011 Single-Family Office Study from the Family Wealth Alliance.
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MFO Industry Diverges Into Growth "Haves" And "Have-nots"
18 October 2011
The multi-family office world is dividing into a world of “haves” and “have-nots” when it comes to growth, according to the 2011 Multifamily Office Study from the Family Wealth Alliance, unveiled at a conference in Chicago.
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News and Features
Latest News
RIA To Unveil Succession, Acquisition Program For Advisors
As A Wealth Preserver, The Dollar Beats Gold At The Moment, Says Private Bank
Summary Of Miscreants In The World's Wealth Management Industry
KeyBank Names Vice President For New York
US Wealth Management Recruits Two Advisory Teams, Targets $1 Billion AuM Next Year
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
Zürcher Kantonalbank Expects To Pay Big Fine To US Over Tax Evasion Case
Zürcher Kantonalbank, the biggest Swiss cantonal bank, expects to pay a fine to US authorities as part of a deferred prosecution agreement for its alleged role in helping US citizens evade taxes, media reports said.
Tom Burroughes
24 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
