M
Daily News Analysis
Lincoln Financial Advisors Hires Managing Director To Lead Pacific Region
18 June 2013
Lincoln Financial Network, the retail client business of Philadelphia, PA-headquartered Lincoln Financial Group, has appointed Bill Fortner as managing director of Lincoln Financial Advisors, leading the Pacific regional planning group. Fortner will manage regional planning offices in Northern California, Oregon, and Washington State, where he will focus on increasing market share, the firm said in a statement . Based in San Ramon, CA, Fortner will report to head of Lincoln Financial Advisors, John DiMonda.
*****
Investor Satisfaction Falls As Firms Struggle To Communicate Effectively With Clients - Study
18 June 2013
Overall investor satisfaction with self-directed investment firms slipped from levels seen in 2012, as investment firms struggle to find the right method and frequency of communicating with investors, according to the JD Power & Associates 2013 US Self-Directed Investor Satisfaction Study. The study, now in its 12th year, measures investors' satisfaction with their investment firm based on performance in six factors (in order of importance): interaction, account information, trading charges and fees, account offerings, information resources, an . .
*****
INSIGHT: The Financial Implications Of Turkey's Turmoil
18 June 2013
A global geo-political intelligence firm gives its take on what to make of Turkey’s political turmoil. As further unrest continues in Turkey, a country that has been seen in recent years as one of the most promising emerging market nations – and a potential wealth management growth story, there is a need to take stock . The unrest in the country raises question marks.
*****
The Changing Face Of Global Wealth: Rise Of The Entrepreneurs - Study
18 June 2013
How the rich accumulate their wealth has changed dramatically over the past quarter of a century. Not so long ago, the rich mainly inherited their wealth, but nowadays they are far more likely to be self-made, a pattern common across the globe, according to a new survey . When the UK's Sunday Times Rich List was first published in 1989, only 43 per cent of the UK's richest people had made their fortune themselves, with 114 of the people on the 200 strong list having inherited their wealth.
*****
BNY Mellon Wealth Management Boosts Presence In South Florida With Director Hire
18 June 2013
BNY Mellon Wealth Management has appointed Eric Stein as senior director for business development, based in the firm’s Miami, FL, office and reporting to managing director Tim Goering. Stein, with more than 29 years' experience serving high net worth clients, joins BNY Mellon from BB&T Bank in Miami, where he served as a wealth advisor . From 2005 to 2012 he was a HNW client advisor at SunTrust Bank in Coral Gables, FL.
*****
Features
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
13 May 2013
Here, top executives at Citi Private Bank explain how the bank’s “Voice of the Client” initiative has rapidly gained traction among both staff and clients.
*****
WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management
11 April 2013
WE Family Offices is trying to change the landscape of high-end wealth management with its offering focused on “wealth as an enterprise.”
*****
FEATURE: A Look At The Mexican High Net Worth Client Market
2 April 2013
Mexico is home to the world’s richest man in the form of telecoms magnate Carlos Slim, but its wealth management market has not received the attention of Brazil’s. That may be changing as the emerging economy garners attention from the industry.
*****
EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring
27 March 2013
GenSpring Family Offices is in some ways a poster child for the multi-family office industry: it grew assets under management very quickly for many years but has recently had to tackle problems that come with this increasing scale.
*****
EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
25 March 2013
Relevancy, transparency and ease of use emerged as goals for wealth management firms to strive for in delivering client-centric communications at a recent event of industry leaders held in New York.
*****
News and Features
Latest News
Lincoln Financial Advisors Hires Managing Director To Lead Pacific Region
Investor Satisfaction Falls As Firms Struggle To Communicate Effectively With Clients - Study
INSIGHT: The Financial Implications Of Turkey's Turmoil
The Changing Face Of Global Wealth: Rise Of The Entrepreneurs - Study
BNY Mellon Wealth Management Boosts Presence In South Florida With Director Hire
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
America Regained Top Spot For HNW Population, Wealth In RBC/Capgemini Survey
The annual RBC Wealth Management/Capgemini World Wealth Report also showed that North America, which in 2011 had lost its top-dog status to Asia-Pacific, is now back as the place with the largest high net worth market.
Tom Burroughes
18 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
