12/20/2013

EFG’s 2014 Outlook: Opportunities & Traps

Year-ahead assessments of where the world economy and financial markets are heading customarily start with the US. In 2014 the path of the US economy and policy appears, for once, fairly settled.

12/19/2013

Is wealth management a good fit?

It’s an attractive option, but to make it work, you need all the right pieces, including scale, people, and patience