7 November 2011
Here, the significant moves in the North American wealth management market for October are summarized.
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.
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.
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.
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?
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.
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.
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.
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.
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.
News and Features
Comment and Analysis
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.
24 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