Philip Marcovici sets out the characteristics of a 'Trusted Advisor' -the cornerstone of a successful wealth management strategy

Carol Gaw takes a look at the impact of the financial crisis with specific reference to Asian clients and highlights some of the lessons learned.

(Filmed at STEP Asia Conference October 2009)

Managing wealth today is a highly complex, time consuming process. It requires the coordination of numerous experts in the areas of investment management, insurance, banking, charitable giving, tax and estate planning. Some people enjoy devoting their time to managing these experts; others want to make sure the job is done correctly but would prefer not to handle all the details personally. Carol Pepper explains.

Stephen Fern sets out the new initiatives which bring together the best of Web2 social networks to the wealth community using 'The Wealth Directory'