International Wealth Management Forum
Tony Roth
CIO | WILMINGTON TRUST
Speaker Presentation
RISK PROFILE – UNDERSTANDING RISK AND HOW TO MANAGE IT EFFECTIVELY
For wealthy families, being able to balance the challenges posed by today’s risks can become increasingly complicated. The question is – do wealthy families that are insulated from the more pedestrian risks most people face, really understand the unique risks they face and how to manage them? Effective risk management is a key factor in the success of a family office and its family clients. Here we will discuss the facets of risk unique to highly wealthy families and how to develop a robust risk profile.
Speaker Bio
Anthony “Tony” Roth is Chief Investment Officer for Wilmington Trust, the wealth and investment advisory arm of M&T Bank. Tony plays a key role in developing and delivering investment services for our wealth, institutional and brokerage clients. He provides strategic direction for the firm’s asset management investment activities including asset allocation, manager research and portfolio construction. Tony leads the firm’s Investment Strategy Team.
Tony joined Wilmington Trust in 2014 with extensive experience in wealth management and investment advisory. Prior to joining Wilmington Trust, Tony was Chief Investment Officer (CIO) for Aquitaine Management in New York. Before that, he worked for UBS Wealth Management Americas as CIO, where he founded the Ultra High-Net-Worth Chief Investment Office. Earlier in his career, he was founder and co-head of the Advisory Services Division at Bear, Stearns & Co. Inc., served as Director of the Family Wealth Group at Sanford C. Bernstein & Co., and was a tax attorney at Cleary Gottlieb in New York.
Tony earned his Law degree from Harvard Law School. He holds a Master’s degree in French and International Tax Law from Université Panthéon Sorbonne, and graduated magna cum laude from Brown University with a degree in Philosophy.
Speaker Presentation
RISK PROFILE – UNDERSTANDING RISK AND HOW TO MANAGE IT EFFECTIVELY
For wealthy families, being able to balance the challenges posed by today’s risks can become increasingly complicated. The question is – do wealthy families that are insulated from the more pedestrian risks most people face, really understand the unique risks they face and how to manage them? Effective risk management is a key factor in the success of a family office and its family clients. Here we will discuss the facets of risk unique to highly wealthy families and how to develop a robust risk profile.
Speaker Bio
Anthony “Tony” Roth is Chief Investment Officer for Wilmington Trust, the wealth and investment advisory arm of M&T Bank. Tony plays a key role in developing and delivering investment services for our wealth, institutional and brokerage clients. He provides strategic direction for the firm’s asset management investment activities including asset allocation, manager research and portfolio construction. Tony leads the firm’s Investment Strategy Team.
Tony joined Wilmington Trust in 2014 with extensive experience in wealth management and investment advisory. Prior to joining Wilmington Trust, Tony was Chief Investment Officer (CIO) for Aquitaine Management in New York. Before that, he worked for UBS Wealth Management Americas as CIO, where he founded the Ultra High-Net-Worth Chief Investment Office. Earlier in his career, he was founder and co-head of the Advisory Services Division at Bear, Stearns & Co. Inc., served as Director of the Family Wealth Group at Sanford C. Bernstein & Co., and was a tax attorney at Cleary Gottlieb in New York.
Tony earned his Law degree from Harvard Law School. He holds a Master’s degree in French and International Tax Law from Université Panthéon Sorbonne, and graduated magna cum laude from Brown University with a degree in Philosophy.