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wealth management

October 4, 2018

The first-ever North American Family Impact Investing Conference hosted by Campden Wealth took San Diego by storm last week—but don’t let the inaugural part fool you. Some of the largest US, Canadian and European families asked the quintessential questions that are helping to shape the growing impact investing landscape.

The first-ever North American Family Impact Investing Conference hosted by Campden Wealth took San Diego by storm last week—but don’t let the inaugural part fool you. Some of the largest US, Canadian and European families asked the quintessential questions that are helping to shape the growing impact investing landscape.

First and foremost, the question on many families’ minds was: “Can you ‘do good’ and make money while doing it?”

September 25, 2018

The world’s family offices have seen their investment performance more than double year-on-year as families exploit a bull equity market.

The world’s family offices have seen their investment performance more than double year-on-year as families exploit a bull equity market.

January 5, 2017

For decades, high-net-worth individuals and families have valued Bermuda for the array of services available in the jurisdiction to support trust structuring, private-wealth preservation, estate management and succession planning.

As HNWls continue to look for better ways to protect and manage their wealth, Bermuda is leveraging its well-earned reputation as a leading trust and private client centre to firmly position itself as an ideal location to establish and/or operate a family office. 

For decades, high-net-worth individuals and families have valued Bermuda for the array of services available in the jurisdiction to support trust structuring, private-wealth preservation, estate management and succession planning.

As HNWls continue to look for better ways to protect and manage their wealth, Bermuda is leveraging its well-earned reputation as a leading trust and private client centre to firmly position itself as an ideal location to establish and/or operate a family office.

November 3, 2014

Charlotte B Beyer, founder of the Institute of Private Investors (IPI), a US-based membership organisation that offers wealth management education to ultra-high net worth individuals, has distilled four decades of experience assisting private investors into a new common-sense book.

Charlotte B Beyer, founder of the Institute of Private Investors (IPI)*, a US-based membership organisation that offers wealth management education to ultra-high net worth individuals, has distilled four decades of experience assisting private investors into a new common-sense book.

October 28, 2014

Financial services firms serve their own agenda – selling and distributing products and services – and should not be confused with family offices, despite often positioning themselves as such, a new journal paper has argued.

Financial services firms serve their own agenda – selling and distributing products and services – and should not be confused with family offices, despite often positioning themselves as such, a new journal paper has argued.

August 29, 2012

The UK’s financial services regulator is cracking down on the country's wealth management firms, following revelations of “significant widespread failings” within the sector.

The UK’s financial services regulator is cracking down on the country's wealth management firms, following revelations of “significant widespread failings” within the sector.

The Financial Services Authority is to interview wealth managers as part of its investigation, after finding problems with record keeping and the suitability of advice given by some advisers to clients.

October 13, 2010

Private banks are making a concerted effort to win clients from family businesses as they seek to grow their onshore assets under management, writes David Bain.

Private banks are making a concerted effort to win clients from family businesses as they seek to grow their onshore assets under management, writes David Bain.
 
Swiss wealth managers who are under pressure to diversify away from non-compliant offshore money are rolling out a number of new initiatives.
 
"Private banks are wanting to court family members of businesses because they know their financial matters will be compliant," said a Zurich-based senior private banker.
 

September 15, 2010

More than a third of family businesses and their advisers (family offices) in Europe don’t believe private banks are essential to their wealth management needs, according to a study conducted by Campden Wealth.

More than a third of family businesses and their advisers (family offices) in Europe don't believe private banks are essential to their wealth management needs, according to a study conducted by Campden Wealth.

This compares with just 8% of European family businesses and advisers who thought private banks are crucial to the management of their wealth.
 

May 20, 2010

It is not only the world’s leading business and financial families that require the use of a family office; one of America’s most successful entertainment stars has this week announced that she is creating her own single family office, writes Katie Baker.

It is not only the world's leading business and financial families that require the use of a family office; one of America's most successful entertainment stars has this week announced that she is creating her own single family office, writes Katie Baker.

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