3 April 2013
Here, Donald Robinson, chief executive and co-chief investment officer of Palladiem Partners, and a veteran alternative investor who launched Lockwood Advisors in the mid-90s, lays out some of the basics that clients should know about alternative investing.
20 February 2013
Money exerts a powerful influence over its owners and when money changes hands, therefore, it can bring out sides to people that previously lay hidden, says Richard Del Monte, president of Del Monte Group.
16 January 2013
Financially empowered women and family governance emerged as key themes at a Wilmington Trust conference in midtown Manhattan.
16 November 2012
Financial advisors visiting the Windy City found themselves buffeted by the winds of change swirling around the financial markets and the advisory industry itself during the Schwab IMPACT 2012 conference in Chicago this week.
20 September 2012
Joe Reilly, president of the Family Office Association, recently sat down with industry consultant Jamie McLaughlin, of JH McLaughlin & Co, to talk about leadership, culture and left-brained wealth advisors.
11 September 2012
Diane Harrison, principal and owner of Panegyric Marketing, discusses some of the most common mistakes managers make in first meetings with potential investors.
7 May 2012
The question of legacy has become a pertinent one to the wealth management industry in recent years, as various factors converge to drive a large transfer of assets. This is often looked at from the philanthropy side of the table, but increasingly the possibility to make a difference with investment assets has come under the spotlight.
13 February 2012
The current “hybrid model” of a family office in Asia, and especially in the wealth hub Singapore, is likely to transition to a North American/European model of the integrated family office over time, according to a new white paper, Singapore Family Offices, by Richard Wilson Capital Partners.
25 January 2012
In today’s tough environment, wealth managers need a defined business model and detailed research on potential clients and markets to succeed, says Mykolas Rambus, chief executive of Wealth-X.
25 November 2011
This is a keynote speech given at the Elite Summit in Montreux, Switzerland, run by Marcus Evans and attended by Family Wealth Report, touching upon a range of issues affecting the family office industry.
News and Features
Comment and Analysis
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.
19 June 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