The second time president has appointed a new acting chair of the SEC
Singapore's sovereign wealth fund GIC's CIO resigns
From Sydney to Park City: The Private Wealth and Institutional Conversations That Defined 2024
Markets Group hosted over 100 forums in 2024, and these highlights from our "From the Sidelines" recaps capture the pulse of Private Wealth and Institutional Investing. Explore the key topics and hot-button issues that shaped the year.
While
the cost of the transaction remains undisclosed, the deal is expected to close
by early 2025.
Today we have one of the leaders from Ashton Thomas, Dr. Ron Piccinini. Ron has extensive background in risk analysis, portfolio management, and has expertise in assessment of alternative investments. In this interview, we dive deeper into their biannual playbook manager selection and risk-mitigating strategies, among others. Piccinini will be speaking at a Private Wealth Mountain States Forum on October 29th and Private Wealth Southwest Forum on December 3rd.
The 3rd Annual Private Wealth Australia Forum welcomed over 350 attendees for an exclusive gathering of family offices, wealth managers, private banks, and asset managers from across the Asia-Pacific region. This invitation-only event offered a deep dive into the most pressing issues facing the private wealth community today, with discussions that raised the bar on regional forums.
The
$76.6bn fund has promoted Michael Mitchell from the role of acting chief risk
officer, following the retirement of Mark Fennell earlier this year
Zoe
Alexander has taken over the role of director of policy and advocacy, as Nigel
Peaple plans to step down at the end of August
In
this conversation Bachmann dives deep into impact investing, red flags in managers
and his contrarian approach when making investment decisions. He will also
be speaking at our 8th annual private wealth forum in Denver on October 29.
The $47bn system has promoted Mark
Rowlands to head of retirement.
Darren Walker will step down by the end of 2025
Aoifinn Devitt, the CIO of $18.57bn fund will leave
the role at the end of the year.
Laura Wickström has
been promoted to CIO from deputy CIO, following Kari Vatanen’s resignation.
In an exclusive interview at the Private Wealth Middle East Forum, Courtney McQuade from Markets Group sits down with Maher Al Kaabi, Advisor to Group Chairman and Independent Board Member of Al Serkal Group. Maher provides insights into the rich history and pivotal role of Al Serkal Group, a family business spanning 165 years in the UAE.
Matt
Kempton, the newly appointed interim CIO will succeed ex-CIO Richard Friend
Thomas Leone has been named the CIO of Sompo International Holdings, following the retirement of
Mark Silverstein.
Alex
Bacchus has been appointed as the new acting CIO and would be stepping in
Gilmore’s shoes. Gilmore left the fund to serve as CIO at CalPERS, the largest state public pension fund in the United States.
Kendrick Lee has taken over
the role of CEO, effective from April 1.
Richard
Friend, the CIO at Funds SA steps down after eight years of being in the role.
Russell
Investments has promoted Jason Edgar to the role of MD for the Asia-Pacific
region from the role of handling corporate development
The Private Wealth US Retreat brought together over 200 industry leaders and professionals to shape the future of wealth management. This exclusive event served as a dynamic platform for exchanging ideas, fostering collaboration, and networking among the brightest minds in finance.
The 3rd Annual Private Wealth Middle East Forum, held over two enlightening days, served as a premier educational event for single and multi-family office principals, private bank allocators, senior wealth management professionals, and financial intermediaries. Designed to deliver actionable investment solutions and strategies, the forum supported the continued development of the alternatives industry in the region.
Alexandra
Campbell, deputy CIO and head of private markets will leave the fund at the end
of June.
Raelene
Seales has been appointed as the new CEO for Prime Super
How the chief investment officer of ExchangeCapital Management manages staff with radical candor, how he applies his tech background to investment probabilities, how he approaches due diligence, and currencies.
Don't miss our exclusive series of video interviews captured straight from the sidelines of the 8th Annual Private Wealth East Spring Forum. Dive into actionable insights and conversations that are shaping the private wealth investment landscape.
Biggs is using his experience as a pension fund analyst, RIA chief investment officer and Principal to determine best practices and due diligence for new Alt investment offerings at The Mather Group.
A discussion of the effective practices behind sustained, organic growth in the financial advisory industry with Victoria Trumbower, Managing Member of Trumbower Financial Advisors.
Equity Trustees has appointed a new non-executive director to its superannuation trustee business as the company achieves a significant milestone, surpassing $60 billion in funds under supervision (FUS).
Manulife Investment Management (Manulife IM), a global asset management firm serving over 17 million investors, has appointed Anne Valentine Andrews as its new Global Head of Private Markets, effective March 4.
Nedbank Private Wealth has revealed the transfer of Sid Ludbe, an extensively seasoned private banker, from its Isle of Man branch to its acclaimed representative office in Dubai, marking a strategic move to bolster the company's footprint in the Middle East.
Rockefeller Capital Management (Rockefeller) has announced the addition of Alexandra Lebenthal, a seasoned veteran with 39 years of experience in financial services, to its team as a Managing Director and Senior Banker.
An inspiring story on how a top achieving Olympian Lauryn Williams, one of the fastest people in the world, applied her athletic discipline to become a wealth advisor.
Bernstein Private Wealth Management (Bernstein), a division of AllianceBernstein L.P. (NYSE: AB), has announced the expansion of its Ultrahigh-Net-Worth (UHNW) Platform, aiming to assist clients in navigating the increasing complexities of wealth management and establishing a multigenerational legacy.
VeraBank is excited to welcome Kyle King to its commercial banking team as the Banking Officer and Commercial Banker at the Lufkin branch.
Rockefeller Global Family Office, the wealth management arm of Rockefeller Capital Management, has expanded its national footprint by adding Lewis Wealth Partners, its inaugural Private Advisor team in Richmond, VA.
Quintet Private Bank, headquartered in Luxembourg and operating across Europe and the UK, has announced the appointment of Christine Lynch as the Group Chief Risk Officer.
A wide-ranging video interview covering macro topics including interest rate predictions, allocations to international markets and what Gen Z might be seeking.
Clayton, Dubilier & Rice (CD&R) has appointed Howard Ungerleider as an Operating Advisor to CD&R funds.
Mr. Zhe Yin, co-founder and director of the Company, has been appointed as the new CEO, succeeding Ms. Jingbo Wang.
Joshua Varghese joins Trez Capital's Board of Governors as a leader in the Canadian real estate investment industry.
Andrew Summers assumed the role of Chief Investment Officer at Omnis Investments in December 2023.
Ben Samild has been elevated to the position of Chief Investment Officer by the Future Fund.
A discussion on evidence-based investing for the current economy with Buckingham Wealth Partners researcher and author of "The Only Guide to a Winning Investment Strategy You’ll Ever Need."
In an exclusive interview with Markets Group's Adena Baichan, Teal reflects on inflation, globalization, streamlining investment offices, and asset allocations.
During a deep interview on his career, Kamal discusses his investment philosophies, and where he is placing his priorities as a new chief investment officer.
Report tracks migration, immigration patterns, and educational trends of private wealth holders.
While Republicans looked set to take control of the
House, Democrats were faring better than many expected in the Senate race,
which was too close to call.
Geoffroy Vermeire will be responsible for the group’s
private client office in Belgium.
The group’s insurance fund investment portfolio grew
9.6% in the first nine months of 2022 to $590 billion.
Chinese assets have continued their downward trend in
the wake of the Chinese Communist Party’s meeting.
Georgios Leontaris on the future of fixed income products.
The market is pricing in a terminal rate of around
4.9% by March 2023.
Consensus
earnings per-share growth estimates remain ‘too high’ at 7% for the S&P 500
index.
The firm is targeting rising levels of wealth in the
world’s second-largest economy.
Karisa Diephouse, chief operating officer at Beacon Pointe Advisors, details the rise of the M&A trend in
wealth management and her role as part of the largest female-run RIA in the
country.
The Swiss group is bulking up its Asian operations.
Jacqueline “JaQ” Campbell, president and CEO of
Detroit-based RIA Alexander Legacy Private Wealth, began her career in wealth
management at age 16. She discovered the industry through a high school
internship program that set her down the path of financial services, ultimately
leading her to private wealth management.
‘Once we get regulatory clarity, institutional adoption will accelerate.’
The term single family office has become subjective. Paul Reynolds, director at Thamesis Limited, discusses the nuances of a
single-family office and debunks misconceptions of how the wealthiest people in
the world manage their money.
Former Employees’ Retirement System of Hawaii CIO nabs
role with bank’s asset management arm.
As part of the deal, Fisher Funds will enter into a
strategic partnership with Kiwibank.
The $7.5 billion private
wealth manager added a total of $135 million AUM.
Subsidiary Alera Group
Wealth Services gains $1.5B RIA
Picard will head the alternative investment platform for the $140B private wealth manager.
Kudu Investment Management
bought minor stake in the $3B RIA.
Unlike other developed markets, Australia’s economy is not expected to slide into a full-blown recession.
Unlike other developed markets, Australia’s economy is
not expected to slide into a full-blown recession.
Ryan
Detrick joined colleague Burt White at $20B Carson Group
Laura LaTourette (she/her/hers) takes a unique view about
how she approaches running her Georgia-based RIA, Family Wealth Management
Group. From an entrepreneurship lens, LaTourette works to differentiate her
brand within a crowded market, which can make all the difference when setting
out to create a long-lasting, thriving private wealth practice.
Bill Sappington will develop
a companywide banking and lending platform.
CFA Stephen Kolano will lead
startup Integrated Family Office
RCA left Fifth Third to manager its $550 million under Stratos Wealth
Kristen Oliveri, Head of Private Wealth Content at
Markets Group, sits down with Carina Diamond, the chief experience officer of
Dakota Wealth Management, to discuss how Diamond has cultivated a unique firm
culture within her RIA, helping both clients and employees flourish in a time
of great change.
Rising inflation. Rising interest
rate. Plus, a looming recession. The stock and bond market are down but—regardless—the
60/40 portfolio will remain.
Its deal for Dyson Capital Advisors, a $3.5 billion Virginia company, will close August 1.
Paul Ciancarelli of David
Barrett Partners talks about searching and placement within the private wealth
industry.
The
88-year-old was killed in the parade mass shooting in Highland, Park, Ill.
Eric Sterner will be CIO of the $2.5 billion RIA.
Target Newport Private Wealth Management has $4.3B under management.
Private markets giant invests in digital private
market exchange, adds head of digital assets.
Martin Ruiz used client money to purchase a $245,000 home, pay $3 million he owed on credit.
Ritholtz Wealth Management sub-advised a ‘minority’ investment in compliance management system.
Family Office Advisor Paul Simon discusses personally investing in pharmaceutical psychedelics to combat mental health issues.
The $60B Marnier made Corbenic its fourth acquisition of 2022.
Jim Mocci exited $200
billion Fishers Investments for rising RIA EP Wealth Advisors.
The RIA and private bank
landed people from B of A, BB&T, Fifth Third and M&T Bank.
Amber McLeod has exited
Crypto asset to RIA business Onramp Invest.
New
York-headquartered Kudu has raised $800 million after opening in 2018
The $35 billion investment advisor also named Kelly Margeni president.
Kristen Oliveri, Head of Private Wealth Content with
Markets Group, sits down with Tommy Mayes, Managing Director, Executive
Advisor, SunGate Capital, a single-family private equity and investment office,
to discuss everything from the direct deal landscape to family governance and
family office regulation.
Combination creates $27B multi-family office.
The
$35 billion multi-family office bought Advisor Partners for an undisclosed
amount.
Chicago
native Gino DeRango will develop and lead client acquisition.
The Connecticut startup awarded CFA Cameron Dawson its inaugural C-suite position.
Iryna
Northrip and Dimple Shah tapped to lead $475B Advisor Group.
CEO Marc Rowan
explained the new business model during Milken Institute Global Conference.
Suzanne van Staveren will take over as CFO for the $290 billion independent investment
advisor and financial planner.
Charles H. Hood Foundation at the forefront of pediatric
research innovation with help of great-grandson.
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