- November 10, 2010 - Private Banking Latin America 2010
Rich insights for Latin America’s private wealth market
An agenda focused on the investment and operational challenges faced by private banks, family offices and wealth managers
Do business with the region’s leaders
Our speaker faculty and audience consists of the industry’s best from across the region
Build relationships critical to success in Latin America
Success in the region depends on face-to-face relationships – profit from a conference experience designed to make the most of your networking time
35 key private banking & family office executives & strategists from Morgan Stanley Smith Barney, Bank of America Merrill Lynch, SunTrust Banks Inc, Scotiabank, Itaú International, Genspring Family Offices & more will discuss these topics:
- Wealth creation in Latin America in th. . .
- October 13, 2010 - New Game? New Rules?
Thriving, even surviving, during the historic downturn can make you ready for the all-stars. There's a new game in town and with it, changing rules for business engagement and leveraging professional knowledge. Come to Chicago this October 13 - 16 for the Family Firm Institute's Annual International Conference.
- October 4, 2010 - Hedge Funds World LatAm 2010
Over 150 hedge funds and investors gathererd in Miami in October 2009 to do business at every level. . .
- August 15, 2010 - Private Wealth Management Program
Especially in the current market turmoil, many families seek more education on how to better protect their wealth. For ten years, The Wharton School and the Institute for Private Investors (IPI) have helped families meet the complex challenge of wealth management education. To date, 544 participants from 30 countries are program graduates.
- August 8, 2010 - Stanford Wealth Management Program
The Stanford Wealth Management program is a five-day, intellectually rigorous wealth management program. The objective of the program is to help attendees confidently oversee the construction of their portfolios, select advisors, and evaluate managers. Attendees are also asked to consider the impact of wealth on their values and on their relationships.
- July 30, 2010 - Fortigent Records Strong First Half Client Growth
For Maryland-based Fortigent, a provider of outsourced wealth management services for financial advisors and institutions targeting high net worth clients, the first half of 2010 was its best six-month period ever in terms of new client partnerships and the renewal of existing client relationships.
Over the period, some 22 firms, including banks, trust companies and both start-up and existing RIAs selected Fortigent. More than 80 firms that collectively advise high net worth clients on more than $40 billion in assets now use Fortigent, the firm said.
- July 30, 2010 - HSBC Private Bank Hires Former Deutsche MD For Senior Bay Area Role
HSBC Private Bank has appointed ex-Deutsche Bank wealth management senior executive Mark Pittsey as a managing director and regional manager for the Bay Area and northwest region of the US.
In his new role he reports to Patrick Campion, chief executive of the US Private Bank.
Most recently, Pittsey was managing director and office director for Deutsche Bank Private Wealth Management in San.
- July 30, 2010 - TIFF Announces New President And CIO
Former HBK Capital Management chairman and managing director Laurence Lebowitz is joining The Investment Fund for Foundations as its new president and chief investment officer.
Lebowitz takes over from . .
- July 30, 2010 - SEC Charges Wealthy Texas Investors With Insider Dealing
US regulators have charged Texas billionaire investors and brothers Samuel and Charles Wyly with violating federal insider dealing rules, accusing them of amassing more than $500 million in undisclosed gains over 13 years by trading in public companies via offshore entities.
The charges have been brought against the men, of Dallas, by the Securities and Exchange Commission, the SEC said in a statement yesterday.
The Wylys' defense attorney, William Brewer, called the charges "without merit", according to media reports.
- July 30, 2010 - Women Feel Undervalued By Wealth Management Industry - BCG Survey
The majority of women surveyed by The Boston Consulting Group think that wealth managers need to improve their customer service and nearly a quarter of them say there is a "significant need for improvement".
The significance of the report lies in the fact that BCG projects that the amount of wealth controlled by women will grow at an average annual rate of 8 per cent from year-end 2009 through 2014, slightly above the 7 per cent rate seen from year-end 2004 through 2009. Emerging markets are expected to lead the growth for several years.
