IPI: Families Brace For Portfolio Declines

Most wealthy families are expecting further declines in their portfolios and are looking for honesty from their advisors on the true state of affairs, according to a soon-to-be-released study conducted by Institute for Private Investors. Eighty four percent of

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NEWS

Deutsche AWM adds director in NYC

Francesca Boschini has joined Deutsche Asset & Wealth Management (Deutsche AWM) as a director and international wealth planner. You need to be logged in ... read more »

InvestEdge: Report generating is often advisors’ downfall

Generating client reports is the ‘Achilles heel’ of many investment advisors, according to a report by wealth management platform InvestEdge.   You need to ... read more »

Seek stock prospects amid Greece chaos, advises deVere CEO

The Greek ‘no’ vote should present affluent investors an important buying opportunity, according to the CEO of financial consultancy deVere Group. You need to be ... read more »

EVENTS

PAM Breakfast Briefing: Preparing for the Fed’s rate rise – how should UHNWIs optimize portfolio structure?

Please join us for the next Breakfast Briefing, taking place on Wednesday July 1, 2015 at The Lambs Club, 132 West 44th Street, New York. Register … read more »

PAM Awards, February 2 2015, New York

The PAM Awards 2015 will be held at Cipriani 42nd Street, NY on Monday 2 February. The Private Asset Management Awards recognise and reward those who … read more »