The other side of the table

PAM is pleased to announce that industry veteran Charlotte Beyer – founder of Institute for Private Investors (IPI)  and author of Wealth Management Unwrapped – will be … read more »



Fully charged

Clients are demanding more sophisticated technological offerings from their wealth advisors than ever before. Here, Stephanie Bartup speaks to four firms successfully creating high-tech … read more »

FLPs, ageing population under spotlight at Wilmington Trust event

Demographic and social shifts such as an ageing population, new LGBT marriage rights, and tax proposals affecting the family office formed the agenda at … 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 »