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Diary Entries

Weekly Poll

Do you agree that the term "multi-family office" is too vague and is increasingly indistinct from "wealth management firm"?

Expert Commentary

Barclays Wealth Unveils New European Office

Wendy Spires

22 February 2012

High-End Doctors Are An Attractive Segment For Wealth Managers – Ledbury

Stuart Rutherford, senior analyst at Ledbury Research, the market research agency, explains why the UK’s medical profession represents a rich seam of new clients for the wealth management industry.

Stuart Rutherford

February 17, 2012

Expect More Bank Consolidation After Wegelin & Co Deal - Expert

The sale of Wegelin & Co, amid legal threats from the US against that bank, is likely to be followed by more consolidation as Swiss bank secrecy comes under more pressure, an expert on the issue says.

Harriet Davies

February 13, 2012

If Economic Fears Are Easing, Give Two "Super Marios" The Credit

Hear it gently, but some of the worst of the economic news may be behind us. If - a big if - that is true, then two men called Mario can take a lot of the credit, argues B Capital.

Tom Burroughes

February 21, 2012

When Love Is The “Missing Piece In The Jigsaw” – Demystifying HNW Introduction Agencies

Virginia Sweetingham of Gray & Farrar explains how for high net worth individuals introductions agencies are now just "one more professional in their entourage".

Wendy Spires

February 21, 2012

New York "Billionaire" Property Surges - City's Real Estate Is "One To Watch"

New York property is “one to watch” according to the luxury property firm Savills, after years of slippage in the world cities price league tables. Meanwhile, in the second half of last year, “billionaire” property in the city surged in value, and far outperformed both other cities and regular New York property.

Max Skjönsberg

February 17, 2012

IMCA Conference: A Mixed Picture From Around The World

Investment advisors to wealthy clients have debated eurozone woes and prospects for emerging markets and the state of the US economy at a major conference in NYC.

Tom Burroughes

February 15, 2012

How Singapore Could Benefit From Liechtenstein

Liechtenstein could play a central role in helping UK taxpayers with Singapore-based accounts regularise their tax affairs using a voluntary disclosure facility, according to experts.

Tara Loader Wilkinson

February 22, 2012

News and Features

Latest News and Analysis

UBS Launches $2 Billion Basel III-Compliant Loss-Absorbing Notes

Profits Jump By 30 Per Cent At UK Wealth Manager

UBS To Launch New Israeli Office

Guest Article: Election Bringing Winds Of Change To Russia?

US Interview: Casady Outlines LPL’s Plans For Fortigent

More News and Analysis >>

Latest Business Intelligence

Evercore Comment: Bear In A China Shop?

When Love Is The “Missing Piece In The Jigsaw” – Demystifying HNW Introduction Agencies

The Global Spread Of The North America Family Office Model

Are Regional US Banks Mounting A Wealth Management Challenge?

Serving US Expats In An Increasingly Anti-Secrecy Banking World

More Business Intelligence >>

Diary Entries

Weekly Poll

Expert Commentary

Barclays Wealth Unveils New European Office

High-End Doctors Are An Attractive Segment For Wealth Managers – Ledbury

Expect More Bank Consolidation After Wegelin & Co Deal - Expert

If Economic Fears Are Easing, Give Two "Super Marios" The Credit

When Love Is The “Missing Piece In The Jigsaw” – Demystifying HNW Introduction Agencies

New York "Billionaire" Property Surges - City's Real Estate Is "One To Watch"

IMCA Conference: A Mixed Picture From Around The World

How Singapore Could Benefit From Liechtenstein

News and Features

Latest News and Analysis

UBS Launches $2 Billion Basel III-Compliant Loss-Absorbing Notes

Profits Jump By 30 Per Cent At UK Wealth Manager

UBS To Launch New Israeli Office

Guest Article: Election Bringing Winds Of Change To Russia?

US Interview: Casady Outlines LPL’s Plans For Fortigent

Latest Business Intelligence

Evercore Comment: Bear In A China Shop?

When Love Is The “Missing Piece In The Jigsaw” – Demystifying HNW Introduction Agencies

The Global Spread Of The North America Family Office Model

Are Regional US Banks Mounting A Wealth Management Challenge?

Serving US Expats In An Increasingly Anti-Secrecy Banking World

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