Nov

8

Book Summary: “The Courage To Be Rich” by Suze Osman

November 8, 2009 | Leave a Comment

This is a book summary I have written for “The Courage To Be Rich”, by Suze Osman Part 1: Acts Of Courage Chapter 1. The Courage To Look Within The way we think and feel about money can affect how much we have, some thought patterns can be internal obstacles. Fear of investment, shame of [...]

Jul

26

Private Banking Trends 2010

July 26, 2009 | 1 Comment

2009 is a year to remember for many private banking professionals. Hedge funds failed, Bernard Madoff convicted, clients withdrew assets from private banks. The global financial crisis has fundamentally changed how the HNWI clients invest and the wealth management business itself. As part of an orginal research, we study financial data and key events in [...]

Jun

15

Can private banking clients sue their advisors?

June 15, 2009 | Leave a Comment

In short, the answer is YES. However, clients have to prove that their losses are direct results of negligence on the private bankers part. When the market is hot and everyone is making money, life is easy for wealth advisers. Advisers take their clients to lunch at Four Seasons, or go for a round of [...]

Jan

5

Violated Trust: The Oprah Case

January 5, 2009 | Leave a Comment

As a product endorser, the one thing that you don’t want to see is the product you’re recommending turns out to be a scam. It is safe to say that everyone in the self help business wants to get an endorsement from Oprah, any books that get included in the Oprah book club can easily [...]