Wealth Management Review
WEALTH MANAGEMENT REVIEW
An INTERNATIONAL INVESTOR publication

 

EXECUTIVE SUMMARY

Wealth Management Review is a new publication that will provide valuable and insightful information to the super-rich and to professional intermediaries advising family groups and ultra high net worth individuals. The publication will provide an authoritative and high quality information source that will be read by private client lawyers, accountants, trust managers, financial advisors, family office directors as well as world’s super-rich. Wealth Management Review will provide astute analysis on all wealth matters, whether it is acquiring, growing, protecting or using wealth or passing it on to others.

The publication will contain a series of articles specially commissioned from some of the most influential and important authorities on private wealth management. Editorial will be invited from the world's leading private client professionals and specialists and will offer both practical and detailed analysis on effective investment strategies for the world’s wealthiest individuals and guidance on the latest investment vehicles. The editorial will cover wealth management opportunities, issues, planning and implementation and will provide all the information needed by professional intermediaries to make informed decisions to serve their private clients and the super-rich.

EDITOR

Rachel Gordon is Editor of Wealth Management Review. She is an experienced journalist specialising in financial and business issues. Formerly the editor of Insurance Age for a period of nine years, she was also responsible for the launch of Health Insurance magazine.

She writes for a range of business/trade titles including: Corporate Adviser, Insurance Times, Invest in Success, Lending Strategy, Mortgage Solutions, Professional Adviser and she provides daily news on regulatory/financial crime topics for website Compliance Online.

Rachel has also edited the quarterly magazine for the British Insurance Brokers’ Association (BIBA) since 2003. She is a former winner of the BIBA Journalist of the Year awards and won the best freelance and health insurance writer categories at the Association of British Insurance Awards.

SUPPORTING ORGANISATIONS
THE INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION (IMCA®)THE INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION (IMCA®)

The Investment Management Consultants Association (IMCA®) was established in 1985 to set the standards and practices for the investment management consulting profession, as well as provide investment managers with the credentials and tools required to best serve their clients. The cornerstone of IMCA is the Certified Investment Management Analyst (CIMA®) designation which reflects investment experience, education, and ethical standards. IMCA also offers an advanced designation for wealth management. The Chartered Private Wealth Advisor (CPWA) designation facilitates an advanced expertise in the life cycle of wealth: accumulating, preserving and protecting, and distributing wealth. This program offers advanced financial education designed for experienced financial advisors and consultants who work with high net worth clients. IMCA serves 6,500 members and over 5,000 CIMA designees.

For more information, please visit www.imca.org


THE ASSOCIATION OF PRIVATE CLIENT INVESTMENT MANAGERS – 'APCIMS'The Association of Private Client Investment Managers and Stockbrokers (APCIMS)

The Association of Private Client Investment Managers and Stockbrokers (APCIMS), is the growing trade association of 217 firms who, at over 500 locations, act for the private investor. Last year, our members undertook more than 18.6 million trades on the London Stock Exchange and they have £320bn under management for the private investors.

APCIMS objectives are:

For more information, please visit www.apcims.co.uk.


INSTITUTE FOR PRIVATE INVESTORS (IPI)INSTITUTE FOR PRIVATE INVESTORS (IPI)

Founded in 1991, the Institute for Private Investors (IPI) is a private membership organization providing innovative educational and networking resources globally to families with substantial assets and their advisors. At present more than 350 families – 1,000+ private investors – are members, with four out of five overseeing assets of US$50 million or more. All are ensured a safe harbour for the confidential exchange of information in face-to-face events and through a private electronic community, Memberlink®.

For more information, please visit www.memberlink.net


ASSOCIATION OF SOLICITORS AND INVESTMENT MANAGERS (ASIM)ASSOCIATION OF SOLICITORS AND INVESTMENT MANAGERS (ASIM)

Association of Solicitors and Investment Managers (ASIM) supports the provision of high-quality investment management services by firms of solicitors and investment firms. ASIM runs an active training programme on regulatory and investment issues and provides a forum through which members can exchange information and experience on commonly encountered issues on portfolio investment service. ASIM will lobby where appropriate on behalf of members' collective interests with government, regulatory and professional bodies.

For more information, please visit www.asim.org.uk


THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS (STEP)THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS (STEP)

The Society of Trust and Estate Practitioners (STEP) is a unique professional body providing members with a local, national and international learning and business network.

STEP provides education, training, representation and networking for its members, who are professionals specialising in trusts and estates, executorship, administration and related taxes. Members advise clients on the broad business of the management of personal finance.

Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates.

For more information, please visit www.step.org


The Luxembourg Bankers’ Association (ABBL)The Luxembourg Bankers’ Association (ABBL)

The Luxembourg Bankers’ Association is the professional organisation representing the majority of banks and other financial intermediaries established in Luxembourg. Its purpose lies in defending and fostering the professional interests of its members. As such, it acts as the voice of the whole sector on various matters in both national and international organisations. The ABBL counts amongst its members universal banks, covered bonds issuing banks, public banks, other professionals of the financial sector (PSF), financial service providers and accessory service providers to the financial industry.

For more information, please visit: en.abbl.lu


The Private Banking Group, Luxembourg (PBGL)The Private Banking Group, Luxembourg (PBGL)

The Private banking Group, Luxembourg, is a group of members of the Luxembourg Bankers’ Association (ABBL) that specialises in private banking. Its missions are:

For more information, please visit: en.abbl.lu


AIFA is the voice of the IFA.AIFA is the voice of the IFA

We are here to present the collective view of our membership to the regulator and those policy makers who have an impact on the IFA industry and the business operation of our members. There is a clear need for IFAs to speak with one strong voice. Our role is to bring about this united front. We influence the opinions of decision makers to direct policy towards a light-touch regulatory structure, and are sought out to provide our knowledge and expertise to better understand and define practical policy.

For more information, please visit: www.aifa.net, www.a-m-i.org.uk, www.theafb.net


CSI - Canada’s premier provider of professional qualifications and compliance solutionsFor more than 35 years CSI has been Canada’s premier provider of professional qualifications and compliance solutions for the financial services industry.

For more than 35 years CSI has been Canada’s premier provider of professional qualifications and compliance solutions for the financial services industry, helping more than 700,000 financial professionals reach their career goals. CSI offers more than 120 courses ranging from the well-known Canadian Securities Course to sophisticated accreditation programs such as the Chartered Professional Strategic Wealth designation. Valued for its expertise in Canada, CSI also partners with organizations world wide to provide financial services consulting and corporate training in Asia, Africa, Europe, the Middle East and the Caribbean.

For more information, please visit: www.csi.ca

CIRCULATION and READERSHIP

The key to the success of Wealth Management Review is the quality of the readership. The distribution will include intermediaries serving ultra high net worth individuals and senior management in family offices. The review will also be distributed to the world’s super-rich.

The readership includes:

Copies of Wealth Management Review are distributed in both print and electronic format.

Minimum circulation will be 10,000 copies.
NEW CUSTOMER ENQUIRIES

Wealth Management Review is designed to provide advertisers with qualified responses from new customers through the following mechanisms:

READER REPLY CARD SERVICE

Each copy of Wealth Management Review contains a reply card, which readers can fill out to receive more information on advertisers. As part of our service, for a period of 12 months following publication we will:

SEARCH ENGINE MARKETING

The Internet has become the most important tool for finding information quickly. It is therefore essential that your company achieves high search engine rankings because only the first few results returned by a search engine are ever actually visited. To enable your company to achieve the best possible rankings on GOOGLE – the world's number one search engine – we will work with you to create a 600 word Profile, optimised for the search engines, which will appear on the official Wealth Management Review website.

All search engine studies have shown that the single most important and reliable method to improve the ranking of your own website is to have links into your site from relevant, highly ranked sites, such as the Wealth Management Review website. Search engine algorithms identify these links, assessing their importance and will reflect this in the subsequent ranking of your website.

To further ensure that you get the maximum amount of targeted traffic to your company's own website we will: -

bullet Identify the best combination of keywords for your business and create the relevant <title> and other meta tags based on our research.
bullet Edit the text of your Profile to ensure the correct balance of keywords for optimal search engine visibility.

As a high-ranking site, GOOGLE regularly visits the Wealth Management Review website, thus maintaining your highly ranked presence on their search engine.

Aside from driving more targeted traffic to your website, achieving high search engine rankings provides an extremely powerful and cost-effective method of building brand awareness.

85% of all Internet searches are conducted through GOOGLE.

DIRECT CLIENT CONTACT

Your advertisement will be strategically placed in a pre-agreed position next to relevant editorial within the publication. As a result, readers will be able to get in touch with you directly using the contact information contained in your advertisement. The precisely targeted circulation ensures that you will receive qualified enquiries from genuine buyers.

ADVERTISEMENT PACKAGE
ADVERTISING RATES

 

Advertising Rates 4 Colour 2 Colour Black & White
Double Page £15,995 £12,300 £10,800
Single Page £8,895 £7,200 £6,600
Half Page £4,950 £4,500 £4,100

 

Special Positions  
Inside Front Cover – Double Page Spread £19,500
Outside Back Cover £17,500
Inside Back Cover – Single Page £11,500
Opposite Foreword £11,500
Opposite Contents Page £10,800
Book Mark – 20 gms per insert £14,495
Loose Leaf Inserts - 20 gms per insert £9,900

 

Sponsorship  
Exclusive Section Sponsors
  • 1st Double Page Spread position in the section
  • Sponsor Logo on Outside Front Cover
  • Sponsor logo on relevant section of publication website with hyperlink back to your own website
  • 500 copies of the book supplied to your HQ upon publication.
  • 100 copies of the publication to be mailed to your key customers upon publication.
  • 1000 reprints of your editorial and advertisement
£29,000
Special Features  
8 Page Full Colour £49,850
6 Page Full Colour £39,850
4 Page Full Colour £29,850
Publication Format A4
Publication Date Summer 2008
Agency Discount 10%