Fiduciary Trust International has appointed Gretchen Regan, CFA, a multi-asset specialist with close to 30 years’ experience, as a senior portfolio manager serving high-net-worth families from its Radnor office.
The recent wave of mergers and acquisitions within the multi-family office field led to an opinion that the industry will soon divide into a few wealth management giants and numerous small advisories.
According to multiple reports, family offices are taking a more hands-on approach during the pandemic times by directly investing in companies that seek capital.
According to a recent global report, family offices are actively funding innovative businesses. As a result, there is a visible boost in the venture capital segment and good returns for the FOs.
Discover how to evaluate investment opportunities with a proven step-by-step guide for family offices and UHNW investors, leading to informed wealth strategies.
Why network with family offices? Learn about connection opportunities, collaboration models, investment access, risks, and value for UHNW investors.
Role of portfolio manager in family offices: explore responsibilities, investment strategies, regulatory demands, and risk management for UHNW investors.
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