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wealth management

January 28, 2009

At a time when families are worried about dwindling portfolios and global market turmoil, could a new set of principles help to minimise the possibility of financial mismanagement and fraud?

At a time when families are worried about dwindling portfolios and global market turmoil, could a new set of principles help to minimise the possibility of financial mismanagement and fraud?

That's the view of US-based advisor Charles Lowenhaupt and Don Trone, president and founder of the Foundation for Fiduciary Studies, who have launched "Principles of Wealth Management For Private Wealth Holders" – an initiative they hope will create new safeguards for managing substantial wealth for individuals, families, family offices, foundations and private trusts.

September 10, 2008

The family behind Philippe Group, the international investment management firm, has announced that the granddaughter of the founder is to take over the running of Pan-Holding, one of Europe’s oldest mutual funds.

The family behind Philippe Group, the international investment management firm, has announced that the granddaughter of the founder is to take over the running of Pan-Holding, one of Europe's oldest mutual funds.

Beatrice Philippe (pictured), via the group's Philippe Investment Management business unit of which she is president, has been hired to manage the fund.

PIM and Beatrice, who has been with the firm since 1973, take over from her brother Alain's SAEF Gestion company.

July 2, 2008

Reliance Money, part of Anil Ambani’s business empire, is to enter into the wealth management sphere.

Reliance Money, part of Anil Ambani's (pictured) business empire, is to enter into the wealth management sphere. The company, the largest broking and distribution house in India, wants to tap into the two million wealthy individuals in India, holding over $510 billion in liquid assets, who are projected to inhabit the country by 2011.

June 4, 2008

A client services director at UK-based wealth manager London & Capital has launched a stinging attack on the service standards that prevail in “too many companies” active in the wealth management arena.

A client services director at UK-based wealth manager London & Capital has launched a stinging attack on the service standards that prevail in "too many companies" active in the wealth management arena.

"When [our clients] review their needs, often on the back of a business disposal, many will approach a private bank, and the frustrations for us have been clear to see," said Sean Doyle.

July 1, 2006

In the fourth of an occasional series, Melanie Stern chairs a roundtable discussion at Campden’s Family Investment Workshop in Lausanne on whether family offices are more interested in preserving wealth, or maximising it – and how they fulfil their mandate

In the fourth of an occasional series, Melanie Stern chairs a roundtable discussion at Campden's Family Investment Workshop in Lausanne on whether family offices are more interested in preserving wealth, or maximising it – and how they fulfil their mandate

Roundtable panel

Gero Bauknecht is manager and executive board member of Beekay Family Office, a single family office in Zurich.

September 1, 2005

Private wealth management advice can be hit and miss. Thomas Livergood examines what family businesses need and how to prepare a shortlist of questions to tell if the firm is a goldmine of priceless nuggets and top services – or a minefield of expensive guff

Tom Livergood is CEO of The Family Wealth Alliance in Oak Brook, Illinois, USA. The website address is www.FWAlliance.com

Private wealth management advice can be hit and miss. Thomas Livergood examines what family businesses need and how to prepare a shortlist of questions to tell if the firm is a goldmine of priceless nuggets and top services – or a minefield of expensive guff

January 1, 2003

The role of the family office has become the subject of much debate as the need to rethink the approach to family wealth management becomes more apparent. Changes in the provision of professional advice, and its increasing complexity, mean that its purchase now requires considerable expertise

Michael Maslinski is a director of strategy and marketing consultant at Maslinski & Co.

The role of the family office has become the subject of much debate as the need to rethink the approach to family wealth management becomes more apparent. Changes in the provision of professional advice, and its increasing complexity, mean that its purchase now requires considerable expertise

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