Charlotte Beyer

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  Wharton and IPI Formalize Network to Educate Wealthy Investors

  By Michael S. Fischer  |  August 9, 2012

  The new Wharton IPI Private Wealth Network will officially launch with the first in a series of dinner meetings on Oct. 4 at the Penn Club in New York, IPI founder Charlotte Beyer said.

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  Single Family Offices Look Outside to Fill CIO Function: IPI Survey

  By Michael S. Fischer  |  September 12, 2011

  Single family offices are increasingly hiring outside firms to assume the duties of a chief investment officer, according to a new survey released Monday by the Institute for Private Investors.

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  Wealthy’s Top Investing Strategies, Worries

  By Michael S. Fischer  |  May 18, 2011

  Wealthy private families are increasing their international investing, the Institute for Private Investors (IPI) reported Wednesday, citing responses to an annual survey of its ultra high-net-worth members.

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  Wealthy Investors Say They’re Happier With Their Advisors: IPI Study

  By Michael S. Fischer  |  May 9, 2011

  It depends on your point view: Three years after the onset of the financial crisis, 63% of ultra high-net-worth investors are “fully satisfied” with their advisor relationships, whereas 95% of advisors find their firm’s clients are fully satisfied.

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  Going Global: Campden Media Buys Institute for Private Investors

  By Kathleen McBride, AdvisorOne  |  February 1, 2011

  London-based Campden Media, which offers publications, research, conferences and networking to ultra-high-net-worth families in the U.S. and Europe, Asia, the Middle East and Russia, has acquired the Institute for Private Investors.

• Going Global: Campden Media Buys Institute for Private Investors

  By Kathleen McBride, AdvisorOne  |  February 1, 2011

  The combination provides a ‘robust networking community of peers.’

• Wealthy Investors Want Help Finding Advisors

  By Kathleen McBride, AdvisorOne  |  February 9, 2010

  Finding a money manager or hedge fund isn't as easy as it once was thought to be--even for "ultra-wealthy" investors.