Private banking due diligence checklist

July 11, 2009 | Comments Off on Private banking due diligence checklist

Before you open an account with an advisor, make sure you conduct your own due diligence and know the answers to the key questions on topics such as conflicts of interests and fees. This special due diligence checklist has been created to help you understand your risk. Private Banking Due Diligence Checklist (pdf)

How the private banking industry is changing

July 7, 2009 | Comments Off on How the private banking industry is changing

For most investors and financial professionals, 2009 is a year to remember. The collapse of Lehman brothers, the conviction of Michael Madoff, the massive layoff within the industry and the dramatic drop in equity value make 2009 a year to remember, for all the wrong reasons. Two Harvard Business School professors, Michael Porter and Jan […]