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Posts Tagged ‘ wealth management ’

Advising the Ultra-Wealthy: The State of the Industry

Jun 12th, 2019 | Filed under: Newly Added, Consultants, The A.I. Industry, High-net-worth investors, Family Offices

The Family Office Exchange (FOX) has released a report on the state of the ultra-wealthy advisory business. The report, based on a survey and interviews, draws three broad conclusions: first, the business is in a healthy condition; second, its value proposition is in transition, away from asset-based and toward retainer-basedRead More


BCG: Private Banking Will Get More Complicated

Oct 18th, 2012 | Filed under: Retail Investing, High-net-worth investors

The development of offshore banking centers, and the diplomatic pressures brought to bear upon them, are such that individual relationship managers may no longer “be able to serve clients from a large number of domiciles because regulatory compliance will become more complex and country-specific – making it impossible to master the distinct requirements of many different client domiciles,” according to the Boston Consulting Group. That is one of many keep-your-chin-up injunctions throughout this report. Read More