Bryan Staff, Managing Partner of Merchant Investment Management (“Merchant”), today announced the launch of Regal Wealth Management (“Regal”), an SEC Registered Investment Advisory firm based in New York City.
Calgary-based Milestone Wealth Management has partnered with Toronto-based Purpose Advisor Solutions (PAS), the firms announced Wednesday.
A rationale of specialization and expanded client service has driven two Mandeville advisors to merge their practices
The economy is on pause and scores of businesses are facing huge losses, but for private equity the hunt for wealth management firms continues. Why? Because the demand for financial advice may be even more acute now and advisory firms offer a welcome annuity stream of reliable income in spite of overall market volatility.
Wilmington Trust today announced that Sharon L. Klein, President, Family Wealth, Eastern U.S. Region, has been named as one of the top 200 advisors in the country on the Forbes Top Women Wealth Advisors list. This annual list recognizes the top 1,000 women advisors in the United States. Less than one-in-five of these top women advisors oversee $1 billion or more in client assets, and Klein is featured as one of them
The bottom-line reason the very wealthy are motivated to establish and manage single-family offices is that, when run well, they optimize their financial worlds. Moreover, these single-family offices are very often able to optimize all aspects of a wealthy family’s world.
Earlier this year Union Bancaire Privée, the private banking group, scooped the award for best pure-play boutique private bank at this publication’s Greater China programme. We managed to catch up with Eric Morin, CEO for Hong Kong and head of north Asia at the Geneva-based group, to ask him about its strategy and in particular, the firm’s recently-launched Family Offices Services arm.
Capital Square, a national investment sponsor specializing in tax-advantaged real estate offerings, announced today that the firm has expanded its sales team with the addition of Marc Meunier as regional vice president, responsible for sales in the company’s northeast territory.
After strong performance in the first quarter of 2020, Little Harbor Advisors two strategies top Morningstar’s ETF Managed Portfolios database. Little Harbor US Equity Smart Index leads the pack on both 1-year and 3-year gross returns, while Alpha Seeker holds the top spot for the 5-year gross returns.
The family office community will need to be more prepared than ever to handle investment-related disputes as they arise in the coming months.
