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wealth management

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.

March 8, 2010

There are many options open to family offices on how to manage wealth, but in today’s climate it’s all about simplicity

It is time for family offices to get back to basics by asking the fundamental questions, most importantly: What does the family expect from its wealth? For many families, a steady but unspectacular return of 6% may suffice to fund the charitable foundation. Others will be content to inflation-proof their wealth while a smaller percentage look to higher-return strategies. But the important thing is to ask the question, writes Selwyn Parker

February 13, 2009

By a margin of nine to one Campden FB readers agree that a global standard would help to protect private wealth holders.

By a margin of nine to one Campden FB readers agree that a global standard would help to protect private wealth holders. The poll was carried out following the launch of an initiative by Don Trone, president and founder of the Foundation for Fiduciary Studies, and Charles Lowenhaupt, chairman of Lowenhaupt Global Advisors.

January 28, 2009

At a time when families are worried about dwindling portfolios and global market turmoil, could a new set of principles help to minimise the possibility of financial mismanagement and fraud?

At a time when families are worried about dwindling portfolios and global market turmoil, could a new set of principles help to minimise the possibility of financial mismanagement and fraud?

That's the view of US-based advisor Charles Lowenhaupt and Don Trone, president and founder of the Foundation for Fiduciary Studies, who have launched "Principles of Wealth Management For Private Wealth Holders" – an initiative they hope will create new safeguards for managing substantial wealth for individuals, families, family offices, foundations and private trusts.

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