The creation of this product helped put STEP (the Society of Trust & Estate Practitioners) on the map. Over the next decade James Anderson, our founder, acted as STEP’s publisher.
Launch of Wealth Management
Before anyone else, we joined up the dots, from private banking, to investment management, to wealth structuring, to insurance, to real estate, to family governance and so on.
We turned what had previously been a quarterly newsletter into a regular professional journal, adding a fresh dimension to the value
of STEP membership.
Launch of the
as a bi-monthly
Launch of PAM
The first exhaustive reference source covering private asset management, including data on over 250 private banks, investment managers, stockbrokers, financial advisers, etc.
The rigour, independence and transparency of the PAM Awards is known throughout the private client professions. When a firm wins a PAM Award, it really is based on merit.
Formation of the
The online portal that brings private clients and their professional advisers into closer proximity with private asset managers, as well as highlighting which firms are leading their peers.
The world’s first and still the leading daily international news service exclusively devoted to the professional wealth management community. We break the stories others follow.
Launch of thewealthnet.com
Launch of eprivateclient.com
The world’s first and only daily news service dedicated to meeting the
specific needs of senior wealth structuring professionals. News and authoritative technical analysis
you can trust.
With authoritative analysis by leading professionals in their respective fields, this series keeps private client advisers up-to-date with the latest developments in the offshore world.
Acknowledged as the definitive rankings of the world’s most successful private wealth management businesses, this report is essential reading for anyone covering or working in the sector.
Initially UK-centric in its coverage, these reports track the largest and most successful professional private client advisory firms, including lawyers, accountants,
and so on.
the Top 25 Series
Launch of PAM CEO/CIO/COO
We combine incisive, thought-provoking content with the confidential chamber that gives C-level executives the confidence to discuss critical issues affecting their businesses.
Now reaching out to the institutional financial product manufacturers at an institutional level, we create unique events that combine intellectual stimulation with quality networking opportunites.