FEATURES

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  Added value

  
  

  High-net-worth individuals (HNWIs) have more need for specialist insurance cover than ever before – but their changing collections often fail to recognise their growing … read more »

• A better way to invest?

  Increased chatter about robo-advisors is creating questions about whether they will change the industry. “A watershed moment for individual investors and for the market. … read more »

• Increased options

  Professionals say that adding options to a portfolio can help high-net-worth clients mitigate risk Affluent investors may have a tendency to stick to what … read more »

• Advisor Spotlight: Checchi Capital Advisers

  It’s common for many family office clients to hold a long line of family wealth succession, but what makes Checchi Capital Advisers stand out … read more »

• Jolt of energy

  Industry experts discuss the advantages and drawbacks of investing in an evolving asset class. The energy industry can be an intimidating world for family … read more »

• Inflation and planning for retirement

• Father knows best

• Taking on transparency

• Regulation roundup

Read More...

NEWS

AssetMark appoints new CIO

Jerry Chafkin has joined registered investment advisor AssetMark Inc as chief investment officer.

Savills’ FOS ‘could be catalyst for new business model’

Savills’ new family office services (FOS) platform could be the first of many similar practices aimed at high-net-worth clients who do not need a … read more »

Deutsche Bank Asset & Wealth Management team joins HPM Partners

The former CIO of Deutsche Bank Asset & Wealth Management multi-asset group has been recruited by independent investment and financial services advisory firm, HPM … read more »