Hedge fund strategies: to exit or embrace?

Steve Kneeley, CEO, Context Asset Management, considers the lessons that affluent investors should takefrom CalPERS’ decision to sever its hedge fund investment strategy    … read more »



The wealth star state

Everything is bigger in Texas, including its flourishing private wealth market. PAM investigates the state’s attraction for a growing number of ultra-high-net-worth individuals. You … read more »

Advisor spotlight: Silvercrest Asset Management

Rick Hough, CEO and president of North America’s only publicly-listed, independent wealth management firm, chats to Stephanie Bartup about the state of the industry … read more »


Social issues top of millionaires’ philanthropy concerns

Almost two-thirds (64%) of millionaires are concerned about economic inequality in America, and most prefer to financially support charitable causes over political parties or … read more »

SRI ‘attracting wider investor demographic’

The type of high-net-worth clients interested in socially responsible investment (SRI) has changed dramatically in recent years, industry experts from investment firm Envestnet|PMC have … read more »