Category: Investment

Family Office News

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.

Read More »
Family Offices

Replacing Outdated Investment Strategies with Human-Centered Strategic Thinking to Navigate the “New Normal”

The investor market seems to be increasingly volatile now more than ever as the result of COVID-19, which has the average investor relying on emotions and outdated investment strategies. Real Intelligence, LLC’s CEO Jeff Mount explains how those investors can let human-centered strategies, resources, and tools drive current decisions to see future investment goal outcomes.

Read More »
Family Offices

Walton Family Office Moved $48 Billion of Walmart Shares to Family Trust

According to regulatory filings in March 2020, Walton Enterprises LLC transferred 415 million shares, or roughly 15% of Walmart’s outstanding shares, to the Walton Family Holdings Trust. The value was estimated at US$ 48 billion. The migrated shares represented about 29% of the shares held by Walton Enterprises. Post-transaction, Walton Enterprises now owns about 1,000,891,131 shares of Walmart.

Read More »
Advisors

New Webinar and Whitepaper Highlight Key Benefits of Collective Investment Trusts for Retirement Plan Advisors

Wilmington Trust, a leader in institutional trust services and the first financial institution to launch searchable tickers for collective investment trusts (CITs), recently hosted a webinar and launched a new whitepaper to highlight the advantages of CITs for advisors working with sponsors of defined benefit and defined contribution plans – particularly 401(k) plans.

Read More »
Family Offices

Coronavirus crisis a window of opportunity for bankers to the rich

When markets slumped in March as the spread of coronavirus gathered pace, wealth managers’ trading volumes soared as ultra rich clients reshuffled their portfolios.

It was this market frenzy that helped Swiss banks UBS and Credit Suisse – the world’s biggest wealth managers – post bumper first-quarter profits while much of the global banking sector was scrambling to make provisions to withstand the economic fallout from the pandemic.

Read More »