‘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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