Advisors
PEOPLE MOVES: Momentum Pensions, SFC, Close Brothers AM
Retirement solutions provider CEO to step down as rumoured contender for FCA top job stays in Hong Kong
May 24, 2020
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Family Office News
Family Offices
The Firmament Group, McLean Family Farms and Sweat Equities Invest in Citrus Extracts
Firmament made an investment in the Company alongside McLean Family Farms (“MFF”) and Sweat Equities, LLC (“SE”).
May 23, 2020
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Impact Investment
i(x) investments announces the launch of Family Impact for impact focused Family Offices
A digital, educational platform and events company created by families for families.
May 23, 2020
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Family Offices
Jeff Bezos’s Family Office Bets on Startup Mapping Human Proteins
Nautilus Biotechnology has raised $76 million to help find ways to treat diseases like cancer and multiple sclerosis.
May 23, 2020
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Family Offices
Intertrust appoints family office expert to private wealth division
Former IQ-EQ, Citco fund services veteran joins up with Dutch-headquartered fund administrator.
May 22, 2020
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Investment
Strategic Investment To Fuel Innovation, Expansion At Tourmaline Partners
Tourmaline Partners, a trading solution for hedge funds and asset managers, formally announced it received a majority investment from Copley Equity Partners. The development comes alongside Tourmaline’s existing technology and human capital initiatives which provide clients access to unparalleled liquidity, market intelligence, customized workflows, and best execution.
May 22, 2020
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Industry Tips
5 Ways to Find the Right Prospective Clients
Building your business requires new clients – we all know that. But, how do you find those clients? One of the largest challenges any advisor faces, whether new or experienced, is building and maintaining a prospect list. The standard suggestions on how to do this aren’t bad—many, if not most, advisors succeed using standard practices—but I have found a few tweaks that make the standard suggestions more efficient.
May 22, 2020
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Advisors
Wealth managers’ business surged as coronavirus crushed markets
The COVID-19 pandemic might have decimated portfolio values around the world, but that didn’t stop bankers to the ultra-rich from turning a tidy profit.
May 21, 2020
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Succession
It Is Never Too Early For Succession Planning
Succession planning no doubt involves asking and answering some difficult questions; especially for the head of the family or chairperson of the business.
May 21, 2020
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Family Offices
HSBC Zones in on Family Offices in Asia
The U.K.-headquartered bank will place a much greater focus on the family office segment in Asia following the new merger of its wealth unit.
May 21, 2020
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