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Among Super Rich, Americans Far Ahead Of Asia, Study Says
Thursday, 10 November 2011
North America’s super rich will outnumber Asians with a net worth of at least $30 million for the next 20 years, according to a report from Wealth-X.
 
HSBC Tops In Family Office Assets
By Anthony Effinger and Elizabeth Ody, November 2011 issue
Bessemer Trust Co., UBS AG and Wilmington Trust also score high in a ranking of the largest multifamily offices. 

 
A Wealthy Head Count
By David Friedman, November 2011 issue
The number of Asia-Pacific millionaires is surging, but North America and Europe still account for the bulk of the world’s ultra-high-net-worth population.
 
Wealth Manager Launches Software For Financial Advisors
Friday, 28 October 2011
A Virginia-based wealth manager has launched a firm offering financial planning software now being tested by 80 advisors.
 
Many Millionaires Give Occupy Wall Street Protesters, Buffett Credibility
By Evan Simonoff - Friday, 28 October 2011

Surprise, surprise. Even if the Occupy Wall Street protesters find it challenging to articulate precisely what they want, 35% of millionaires surveyed by Spectrem Group say they are making "a good and valid point."

 
Global Analyst Provides Views To Napfa Attendees
Tuesday, 25 October 2011
Oxford Analytica’s CEO, who also founded Archipelago Partners and is a former Goldman Sachs investment banker, says the U.S. has to change its mindset to accept that it’s not setting rules alone.
 
Women And Men Differ When It Comes To Investment Strategy, Study Says
Tuesday, 25 October 2011
It's definitely a case of "Men are from Mars and Women are from Venus" when it comes to how the two genders think about an investment strategy, according to a new study of wealthy women investors.
 
Asia Family Offices To Triple, Lead Growth, Citigroup Says
Wednesday, 19 October 2011
The number of family offices is set to triple in Asia within the next decade, outpacing growth in other regions, according to Citigroup Inc.
 
Most Advisors Using Alternative Investments
By Karen DeMasters - Wednesday, 31 August 2011
Most retail financial advisors are diversifying their clients’ portfolios with alternative investments and want to use them increasingly over the next year, says a new study.
 
China To Have Half of Asia’s Millionaires By 2015, Report Shows
Wednesday, 31 August 2011
China’s millionaires will account for about half of Asia’s rich and hold more than half of the region’s wealth by 2015, according to a study by Julius Baer Group.
 
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Federal regulations placing more restrictions on the operation of single-family offices is going to prompt more ultra-high-net-worth families to consolidate or restrict their offices, said Joe Calabrese, CEO of Harris myCFO.
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HighTower has brought on a new partner from Morgan Stanley Smith Barney, where he headed a team that managed about $2.5 billion. 
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Financial advisors who want to succeed with women clients need to treat them as individuals, not as a group, according to a new study by the Family Wealth Advisors Council.
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A New Jersey judge has dismissed a multi-billion-dollar lawsuit against Daniel Loeb of Third Point LLC and James Chanos of Kynikos Associates LP that had been filed by a Canadian insurer that accused them of targeting the company in a short-selling conspiracy.
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