Advisors
Fund selector exits German private bank
Multi-asset fund of funds manager is leaving the firm after five years.
June 23, 2020
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Category: Advisors
Family Office News
Advisors
Lawyers – The Better Private Bankers?
Attorneys are increasingly becoming what private bankers want to be – the nearest and dearest of advisers to the super-rich.
June 19, 2020
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Advisors
Know The Differences Between Brokers And Advisers: Suitability Vs. Fiduciary Standards
In light of the financial chaos that has resulted from the global pandemic, many investors are turning to professionals for advice rather than trying to manage their portfolios on their own. During the long bull market, many investors may have believed they were very smart with their investments, since they were making nice returns, so why pay someone for advice?
June 18, 2020
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Advisors
She Saw Few Black Advisors at Big Firms, so She Started Her Own
Anna N’Jie-Konte, 32, tells ThinkAdvisor why the financial firm recruiting process needs a total overhaul.
June 16, 2020
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Family Offices
Family Offices are Joining the Fight Against COVID-19
The coronavirus pandemic has created unprecedented challenges for the global economy and businesses have been compelled to cope with challenges that a mere few months ago were simply unimaginable. Asset and Wealth Management firms are no exception to this economic anomaly. So how is this industry, that excels at problem solving, coping now that it is no longer ‘business as usual’ and as it faces ‘once in a generation’ economic challenges?
June 15, 2020
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Industry Tips
The Mutual Fund Show: A Strategy That Can Help Cushion Portfolios In A Crisis
As Covid-19 selloff in March led to losses in equity portfolios, spooked investors started pulling out of debt mutual funds, causing a liquidity crunch for some short-term schemes and plans that invest in higher-yield but lower-rated paper.
June 13, 2020
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Family Offices
Family office advisers see rising interest in leaving Hong Kong
Service providers to some of Asia’s wealthiest families say they are fielding a rising number of calls about shifting away from Hong Kong, with some already moving money to Singapore-based banks.
June 12, 2020
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Family Offices
World of Opportunity: The Important Role of Sustainability in Family Business
Siew Meng Tan, head of HSBC Private Banking for Asia Pacific, discusses why the bank is in a unique position to help forward-thinking families achieve their wealth ambitions
June 8, 2020
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Advisors
$400M Nicklas Financial Aligns With JFC, Joins LPL
Nicklas Financial, a family-owned business in Jefferson City, Mo., has aligned with JFC Financial Services in Lincoln, Neb., to join LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, the companies announced earlier this week in a news release.
June 7, 2020
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Family Offices
Howe Harrell, Purpose partner to support financial well-being of clients
Winnipeg-based Howe Harrell & Associates (HHAA) has teamed up with Purpose Advisor Solutions (PAS) to enable the financial well-being of its families, corporations, and trust clients.
June 5, 2020
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