LATEST FEATURE
Affairs of the estate
After years of employing often multi-layered and complex family trusts, wealth managers are increasingly advocating a back-to-basics approach for clients. PAM explores the simplification of the … read more »
NEWS
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Hot or not? A snapshot of 2014 trends in the deal market
If you’re contemplating buying or selling a business, or simply want to take the pulse of the economy, examining M&A trends can yield valuable … read more »
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India to have 4th highest number of billionaires by 2023
The number of ultra-high-net-worth individuals in India is expected to double over the next 10 years, rising by 126% in Mumbai alone and around … read more »
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Q&A: The road ahead for municipal bonds
Q: With muni mutual fund outflows the worst in decades, 2013 will likely be remembered as the year of redemptions as investors fled the … read more »
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BNP Paribas launches charity service for rich clients
Many millionaires in Hong Kong and elsewhere in Asia now regard charity donations as an important part of their wealth management, prompting French lender … read more »
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Former Merrill Lynch employees establish an independent firm
Portland, OR-based Cable Hill Partners has launched as one of the largest RIAs in the region following the development of a partnership with Dynasty … read more »
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BOK Financial acquires MBM Advisors
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Comerica taps new chief risk officer
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Private wealth clients show increased interest in hedge funds
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Morgan Stanley appoints Laroia as Asia Pacific Co-CEO
FEATURES
The new guard
The search for returns is increasingly leading high-net-worth investors to new and emerging managers. PAM explores the best ways to engage with fresh talent. Armed … read more »
Advisor spotlight: Atlantic Trust
Fresh from its takeover by CIBC, Atlantic Trust Private Wealth Management is looking to invest in its business to support new growth plans. Atlantic … read more »
RESEARCH
Wealth managers must combine value and values to attract world’s wealthy
A study released by SEI, Scorpio Partnership and NPG Wealth Management has revealed that the world’s up-and-coming wealthy are most attracted to wealth managers … read more »
Scorpio study shows confidence down, yet performance up
– Amber Morgan