Latest News

23 May 2013
In an age of increasing human energy, consumerism and oil and gas consumption, detrimental effects to the planet are inevitable and continue to extend far and wide; perhaps more than most, the wealthy and ultra-wealthy are in a unique position to help pave the way for the next wave of energy, ushering in a new era of creating a cleaner world.
23 May 2013
The entry of private banks with high efficiency operating models, deployment of integrated technology platforms, new risk paradigms and above all, the emergence of highly demanding customer segments have all contributed to transformation in the banking sphere, according to the recently released ICC-KPMG Banking report.
22 May 2013
The annual SALT conference hosted by SkyBridge Capital took place the week of May 7th at the Bellagio Hotel in Las Vegas, Nevada.
22 May 2013
BNP Paribas Wealth Management has launched a first of its kind Individual Philanthropy Index which measures and reflects the commitment of individual philanthropists from Europe, Asia and the Middle East.
21 May 2013
Wagner Law Group has named renowned estate planning attorney and Emeritus Professor of Law at New York University School of Law, Guy Maxfield as senior counsel in the Estate Planning and Administration Department.
21 May 2013
June 2-4 Private Wealth Management Summit The Ritz-Carlton, Buckhead, Atlanta
21 May 2013
Morgan Stanley said it has signed an agreement to sell its Indian wealth management unit to Standard Chartered.

Latest Features

23 May 2013
In an age of increasing human energy, consumerism and oil and gas consumption, detrimental effects to the planet are inevitable and continue to extend far and wide; perhaps more than most, the wealthy and ultra-wealthy are in a unique position to help pave the way for the next wave of energy, ushering in a new era of creating a cleaner world.
20 Mar 2013
Maryland-based registered investment advisor CIC Wealth Management Group is making a concerted effort to target the growing number of wealthy female clients throughout the US.
1 Mar 2013
Breaking News, Feature, M&A, News
Widely known as a viable option for business growth and restructuring for the wealth management space, the M&A scene could benefit from closer deal tracking while the enthusiasm for such transactions continues to rise, according to Scorpio Partnership’s 2013 Wealth Management Deal Tracker report.
22 Feb 2013
What are your thoughts on using a diversified hedge fund platform for your alternative investment allocations and what should advisors be considering when choosing various platforms?