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Asset Management

Private wealth management advice can be hit and miss. Thomas Livergood examines what family businesses need and how to prepare a shortlist of questions to tell if the firm is a goldmine of priceless nuggets and top services – or a minefield of expensive guff

If you start small, like the mighty oak, the acorn will reap rewards. Aldonna Ambler, whose name is synonymous with successful growth strategies, describes the best way for family firms to avoid the pitfalls and succeed when it comes to expansion

The perils of borrowing and lending are well documented, especially when it comes to family and friends. However, there are ways to do it successfully and encourage innovation – without endangering relationships. Lloyd Steier describes how to do it

The shape of Swiss private banking has dramatically emerged from a period of eclipse. Bob Reynolds discovers that the two biggest players intend to use aggressive strategies to attract new money

Most HNWIs like to take responsibility for their own investment decisions and are extremely active in managing their investments. It’s not wrong, or misguided, if it produces the right results, argues John Clemens

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