Society of Trust and Estate Practitioners Private Client Awards 2019/2020 – Member of Panel of Experts
Happy to be one of the judges, again, for the STEP Private Client Awards – September 25, 2019
Read moreAuthor: Philip Marcovici
How can You Find Trustworthy Advisors? Listen to the Podcast on the Wealth of Wisdom Website
Philip contributed a chapter to Wealth of Wisdom, and was interviewed by one of the authors of the book, Tom
Read moreCFA Institute Annual Conference – May 14, 2019 – ExCeL London
Continuing a long and interesting collaboration with the CFA Institute, and will be leading a session on Global Private Wealth
Read morePolitical Risk Minimization – White Paper with Withers and Ispahani Advisory
Good collaboration with Iraj Ispahani and Hussein Haeri of Withers in London on an article on Political Risk Minimization. The
Read moreCambridge Judge Executive Education – Responsible Family Business and Wealth Ownership – October 7 to 11, 2019, Cambridge, England
Looking forward to again collaborating with the Executive Education division of Cambridge Judge on our second Responsible Family Business and
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