Paul Kearney, responsible for ultra high net worth clients at Kleinwort Benson, discusses what makes a good relationship manager and why he believes the business models of many family offices simply do not work
Family Offices
From
Wealth Management
/ Family Offices
September 25, 2013
Kleinwort Benson out to boost efficiency in the family arena
From
Wealth Management
/ Family Offices
July 2, 2013
Banks getting the hang of family affairs
Both clients and asset managers are warming to the idea of multi-family offices, while the larger players are taking this threat very seriously
From
Wealth Management
/ Family Offices
February 26, 2013
Diversification lets Bedrock build from firm foundations
Wealthy families are gradually shifting allocations from fixed income to equities, says Bedrock’s Ariel Arazi, but he urges clients to diversify into other assets as well
From
Wealth Management
/ Family Offices
December 4, 2012
RDR raises questions for family office market
With the Retail Distribution Review set to demand changes to the platform regime in the UK, family offices in the country must adapt their business models
From
Wealth Management
/ Family Offices
May 31, 2012
SCM Private invites clients to follow in its footsteps
Alan and Gina Miller, the founders of SCM Private, believe managing their own money alongside their clients’ helps them follow a longer-term strategy, such as avoiding overhyped emerging markets and embracing ETFs
From
Wealth Management
/ Family Offices
March 29, 2012
Stonehage aims to build structures that will last
Multi-family office Stonehage focuses on capital protection for wealthy clients, having tempted many away from large private banks, where their portfolios were decimated
From
Wealth Management
/ Family Offices
February 28, 2012
Growing the family business
As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts
From
Wealth Management
/ Family Offices
February 28, 2012
Victoria out to ensure private clients are not caught offside
A private investment office can serve clients by bridging the gap between asset and wealth management, explains Victoria’s Phillip Russell
From
Wealth Management
/ Family Offices
February 28, 2012
Multi-family offices thriving in tough times
As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts
From
Wealth Management
/ Family Offices
May 4, 2011
Family offices face up to challenging future
The increasing cost of regulation is a key concern for family offices, which often struggle to achieve profitability.
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PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.
PWM Digital Edition (August/September)
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