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With the family office and wealth management industry being as private is it, how are those who work in the industry ever supposed to find actionable data to help them do their jobs better?
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With the tide turning and the overall economy looking up, Charles Kantor of the Kantor Group at Neuberger Berman thinks equities still remain as one of the most attractive asset classes for high-net-worth individuals, on a risk-adjusted basis.
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Glenmede understands that its clients need the best financial, actionable information out there, and that’s exactly what the business does on a weekly basis. In its recent economic outlook, it bottom-lines the current state of the economy for its clients.
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Before summer comes to a close, you may want to check out one more book for some informative beach reading. “The Family Office – Advising the Financial Elite,” a guide to the family office industry including in-depth analysis of the trends and developments that are driving the rapid growth of the sector, has just been released.
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What will family offices think of next? Global wealth management firm’s GWM Institutional’s family office unit has launched a hedge fund in an attempt to broaden its offerings to its ultra-wealthy clients.
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When do the wealthy have time to manage their money and their personal financial well- being? Well, according to the most recent Merrill Lynch/Bank of America Affluent Insights Quarterly, it’s during the actual working-day.
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Barclays Wealth is all about giving it to people straight. In a newly-released outlook report, Michael Dicks, chief economist, details the three biggest issues facing the global economy today.
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It’s not every day that someone gets named one of the 50 Top Women in Wealth by Wealth Manager magazine, but Coventry Edwards-Pitt is beginning to make it look easy.
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Pageant Media is pleased to announce that it has acquired PAM from Institutional Investor.
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Pageant Media is pleased to announce that it has acquired PAM from Institutional Investor.
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Pageant Media is pleased to announce that it has acquired PAM from Institutional Investor.
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For those of you who might have been concerned that the world’s wealthy weren’t so wealthy anymore, it may be time to put your fears aside. The latest World Wealth Report, published by Merrill Lynch and Capgemini, reassures us all that the high-net-worth individual segment regained lost ground in 2009.
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Wealthy clients are buzzing about the municipal market, and many are heading to advisors asking if a bubble within the sector could happen in the near future.
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The Committee for the Fiduciary Standard has created and signed the Fiduciary Statement and family office and wealth advisory heavy hitters such as Silver Bridge Advisors’ Steve Prostano and MFO head Carol Pepper of Pepper International are backing the call to require advisors to act in the best interest of their clients.
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What group of people is the gloomiest about the economy and the state of the financial markets? The ultra-wealthy, of course. According to a recent Barclays Wealth study, only one in seven of investors with assets of $15 million or more expects growth in the global economy, much less than their mass-affluent counterparts.
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When shopping around for a wealth advisor these days, family comes first. High-net-worth clients are finding themselves attracted to firms that incorporate family dynamic services such as relationships within families, plans for wealth transfers, family conflict resolution, training for the new generation, and detailed understanding of assets, says Jim Grubman, psychologist of FamilyWeatlh Consulting.
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High-net-worth investors can’t stop themselves from talking about Greece these days. Their advisors are trying to calm their fears, but there’s need to exercise caution. Multi-family office Truepoint Capital is reminding clients that a Greek default could reverberate widely—essentially, kick off a potential domino default effect throughout Europe.
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Wait, what? You mean Oprah didn’t already have a family office?
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Truepoint Capital has a message for wealthy investors everywhere: brace yourself. The MFO is reaching out to clients who are worried about the “flash crash” that happened in the financial markets last week.
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In 2010, family offices are increasing focused on all things risk management. So which should an advisor note? Especially in focus are...