Strategy
March 4, 2010

Geller Seeks New CEO After Brief Tenure Of Predecessor

Compliance
February 8, 2010

US Retirement, Financial Advisor Firm Investigated For Alleged Offences

Uncategorised
January 4, 2010

Outlook 2010: More Consolidation, Due Diligence, Cost Concerns Seen

Consolidation in the family office space, more due diligence by wealthy families, more outsourcing

Uncategorised
December 10, 2009

Wealth Managers To Be Grilled By Investors In New York

Uncategorised
December 7, 2009

Despite High Hurdles, New York Is Still A Magnet For Wealth Managers

The competition is brutal, the costs as imposing as the city’s famous skyscrapers and the

Uncategorised
November 23, 2009

The Right Man At UBS

Analysts and industry figures believe Robert McCann, the newly installed boss of the wealth

Strategy
September 22, 2009

UHNW Firm Convergent Prepares For New York Buildout

Family Office
September 22, 2009

Geller Hires Family Office Veteran Jamie McLaughlin

People Moves
September 9, 2009

Senior Appointment At US Wealth Manager

Family Office
February 27, 2009

Pictet intends to double its Zurich WM operations