As competition in the hedge fund sector intensifies, it will be more important than ever for hedge fund professionals to complement strong investment results with a thorough recognition of the priorities and expectations of their client base. In Beyond Performance Russ Alan Prince and Hannah Shaw Grove share the research they have conducted with wealthy individuals and families that invest regularly, and significantly, in hedge funds and funds-of-funds. Their findings will help hedge fund firms understand the most effective ways to reach, cultivate and retain high-net-worth investors.
The leading authorities on private wealth, Hannah Shaw Grove and Russ Alan Prince, tackle the subject of celebrity wealth in their new book Fame & Fortune: Maximizing Celebrity Wealth - a primer for celebrities and their closest advisors on how to enhance, protect and pass along their hard-earned assets.
PRIVATE WEALTH - Advising the Exceptionally Affluent
Hannah and Russ leverage their collective experience in the private wealth arena to deliver the first and only publication created exclusively for professionals with wealthy clients – Private Wealth. As the executive editor and editor, Hannah and Russ will shape the magazine’s content to reflect the greatest priorities and concerns of the high-net-worth in the context of the current economic and regulatory environment.
After roughly two decades – almost forty years between them – studying, observing, working with, and counseling advisors, Hannah and Russ have learned what it takes to build an exceptionally profitable advisory business. Their track record helping elite advisors has prompted repeated requests from other advisors for the methodologies, processes and tools behind the growth of their practices – and until now there has been no systematic way for a broad cross-section of advisors to benefit from their experience to reach their personal best.
UNDERSTANDING THE WEALTHY
Hannah's proprietary research provides insights into this hard-to-reach market and sheds light on the mindset, behavior and unique characteristics of today's wealthy.
MAXIMIZING CLIENT RELATIONSHIPS
Having a complete picture of each affluent client's emotional and financial responsibilities will help identify their biggest problems and uncover new business opportunities.
ADOPTING BEST PRACTICES
Time-tested techniques can help every financial practioner improve the effectiveness of his or her business and quality of life.
PERFECTING THE REFERRAL PROCESS
The best way to reach affluent and ultra-affluent prospects is through the people and professionals they know and trust.