Optimizing investment management

Stephanie Bartup speaks to industry veteran Charlotte Beyer about the questions affluent investors should be asking their advisory teams You need to be logged … read more »



Keeping your head in the game

Brian Menickella, co-founder and managing partner of The Beacon Group of Companies, discusses the best strategies for advisory firms working with sports professionals  You … read more »

Sustaining wealth across generations

Stephen A. Campbell, chairman at Citi Private Bank, North America Family Office Group, explores the key values held by the successful minority of multi-generational … read more »


PAM 2014 private wealth industry survey

Increasingly complex and time-consuming regulatory requirements are the black cloud hanging over North America’s private wealth industry – but this hasn’t stopped an optimistic … 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 »