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• June 23, 2010 - Rock and Roll All Night and Party Every Day, Without Paying Life Insurance Premiums
  

  New product launches often fail, with poor marketing strategy frequently being the cause. So Samuel B Watson, founder and chief executive of Tennessee-based Cool Springs Life Equity, tapped a renowned international marketing authority to ensure the company’s life insurance product strategy was correct. The marketer Watson chose has 36-plus years of experience, having created one of the world’s most recognized brands in the mid-70s.

• June 1, 2010 - Exclusive Interview - Ambit Capital's Wealth Head Talks About Prospects For India
  

  India's growing affluent demographic has caught the attention of many investors and analysts worldwide, many of whom have predicted that the country, along with China, will outdo first world nations like the US and the UK over the next years, if not already. The recently released Wealth Report 2010 by Knight Frank and Citi Private Bank complements this expectation, highlighting the likes of New Delhi and Mumbai as thriving markets for the wealthy. The South Asian country's property sector alone, with property being a key asset among the high net worth numbers, has been estimated to hold a $66 billion market potential -- and this is just the tip of the iceberg.

• May 21, 2010 - Citi Private Bank's Big Hiring Plans In North America
  

  Hiring continues apace at Citi Private Bank North America, which has recruited six new private bankers, one top executive and two investment counsellors in the last two and half weeks alone. And don’t expect a slowdown anytime soon, chief executive Peter Charrington told Family Wealth Report in a recent interview. (FWR is the North American sister publication to WealthBriefing).

• March 24, 2010 - IMCA Targeting Independent Advisors
  

  Independent advisors will be squarely in the crosshairs of Sean Walters, the new managing director and chief executive of IMCA, the Investment Management Consultants Association. “We’ve had great representation among wirehouses and in the product community, and while independent advisors are starting to know about what we offer, they aren’t really clear on how we’re different from other associations,” said Walters, who took over IMCA’s top job on 1 March, succeeding Dede Pahl. Boosting the appeal and visibility of IMCA’s three-year old Certified Private Wealth Advisor designation is another priority for Walters.

• March 14, 2010 - Deutsche Bank On Succession Planning In Asia
  

  The discussion over succession planning and wealth management, particularly in Asia, has been a rather tricky one given the unique and highly close-knit nature of most local family structures. That is a challenge Deutsche Bank's wealth management business aims to tackle. While the old generation has built the foundations of the mega-businesses of today, it is up to their kin to ensure that the legacy lives on.

• January 28, 2010 - GenSpring - A Multi-Family Office With Momentum, Challenges
  

  The chief executive officer of GenSpring, the US multi-family office, has big ambitions. Asked about the firm's ambitions to be a national brand, Maria Elena “Mel” Lagomasino is quick to state that the firm’s goal is to be a leading global, not just US, brand. “From the beginning, the idea was not just to build a business, but to be the market leader in this space,” Ms Lagomasino, the former chairman and chief executive of JP Morgan Private Bank, told this publication in a recent interview.

• November 23, 2009 - Training To Keep Bankers Out Of Harm's Way
  

  A private banker used to dealing with a client’s investments or tax plans does not, thankfully, have to spend much time worrying about being kidnapped and held for ransom, but in some parts of the world, that is far from a distant threat. If the reader puts words such as “banker” and “kidnapped” into a web search engine like Google, they will soon realise that attacks can happen, particularly on wealthy Westerners working in poorer parts of the world. And some of the world’s biggest banking and financial services groups are taking notice.

• November 19, 2009 - After A Strong Rally, Expect More Stock Volatility
  

  Markets seldom advance in a straight line and there are few observers of the financial scene who have learned such lessons more profoundly than veteran investment writer David Fuller. A softly-spoken American, who has made the UK his home since taking a foreign assignment to London in the late 1960s, Mr Fuller is global strategist of Fullermoney. com, an online service giving views and data on the markets.

• March 17, 2009 - Northern Trust In Expansive Mood, Says Crisis Will Boost Custody Business
  

  Northern Trust’s wealth management division is setting its sights on the Swiss and Asian markets, as it seeks to exploit what it expects to be a surge in demand for independent custodian banks amid the credit crisis and Bernard Madoff scandal. The financial turmoil and the Madoff Ponzi scheme fraud will drive demand for independent custodian banks that provide much of the financial “plumbing” to the financial system, a service that, like plumbing, tends to be most valued when there is a breakdown, Douglas Regan, president, wealth management group at the Chicago-based. .

• September 10, 2008 - John Straus UBS Private Wealth Management Boss in US is in Confident Mood
  

  John Straus, the head of UBS private wealth management in the US, has been hanging onto advisors and client assets for dear life, but now he believes the worst is behind him. It has been an eventful 12 months for anyone under the UBS banner and Mr Straus is no exception – he is a man trying to build the reputation of an established global wealth management brand but a fairly new entrant to the ultra competitive US private wealth management . .




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