Research

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.
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.
Study: e-advisors must show ‘aggressive’ growth to stay in the game

US-based electronic registered investment advisors (eRIAs) will need to grow “aggressively” to compensate their investors after six years, new research has shown.
Study: Lack of hands-on ideas could cost advisors’ clients

Wealthy investors are most likely to fire their advisor over a lack of proactive ideas, a study by Spectrem group has revealed.
Private bank assets to exceed $5trn, says Cerulli

Private banks and trust companies’ assets are projected to reach $5.3trn by the end of 2019, according to research by analytics firm Cerulli.
Growing advisory firms more dependent on research analysts, CIOs
Interest rates, portfolio management top advisor worries
SEI: Serving America’s young wealthy requires industry shift
Report analysis: How the industry is evolving to meet modern family needs

EVENTS

PAM Breakfast Briefing: Post-liquidity event planning: A guide for family office advisors

Please join us for the next Breakfast Briefing, taking place on Friday February 12 at The Lambs Club, 132 West 44th Street, New York. REGISTER FOR … read more »

PAM Awards, February 22, 2016, New York

The PAM Awards 2016 will be held at 583 Park Avenue, NY on Monday 22 February. The Private Asset Management Awards recognise and reward those who … read more »

PAM Breakfast Briefing: City real estate: boom or bust? A guide for HNW investment opportunities

Please join us for the next Breakfast Briefing, taking place on Tuesday November 3, 2015 at The Lambs Club, 132 West 44th Street, New York. … read more »