Opportunity knocks

Steven Wieting, global chief investment strategist at Citi Private Bank, discusses asset allocation prospects for ultra-high-net-worth clients in 2016 You need to be logged … read more »



Training the next generation

Kevin Scanlon, executive vice president of private bank Stephens’ private client group, discusses the firm’s innovative educational programs, designed to support the next generation … read more »

Seeking security

With avid attention being given to cyber-security threats, are affluent individuals neglecting offline security concerns? You need to be logged in to see this … read more »


Report analysis: Team-based advisors manage more HNW assets than solo practitioners

Team-based advisors generally attract and retain more affluent clients than their solo counterparts, a new report from PriceMetrix has revealed. You need to be … read more »

HNWIs seek out alts over commodities funds, says report

High-net-worth investors increasingly favored private equity, real estate, hedge funds and capital protection funds during the 2013-2015 period, a paper from CREATE-Research has revealed. … read more »