Xanara, one of UAE’s leading multi-family and investment management firms, will step into their 10th year of successful operations. The firm, which has distinguished itself by enforcing unhindered transparency, is now looking to grow globally all the while strengthening its roots in the UAE.
Home to elite advisors, the company Sanctuary Wealth has invested in Innovise Family Wealth Advisors. The firm is a multi-family office and advisory firm based in Los Angeles and focuses on providing customers with solutions and advice that is customized, innovative, and efficiently managed.
Whittier Trust has recently been named one of the best Multi-Family Office Teams worldwide by the Society of Trust and Estate Practitioners(STEP). They have also qualified as one of the 5 finalists for the STEP awards under the same category. The winner is slated to be declared on 23rd September through a virtual event.
NewEdge Wealth LLC, an investment firm specializing in high-net-worth asset management, family office, and institutional financial services, has appointed Rick Hollmann as the Managing Director and Head of Advisory Solutions as a part of their investment management strategy for ultra-high-net-worth clients.
North Sixth Group LLC, a New York-based family office, has acquired a significant stake in Italy’s Serie B contender Ascoli Calcio, a team based in the Marche region in central-eastern Italy. This is in line with the increasing interest of North American investors in the Italian soccer market as part of their diversified marketing campaigns which has grown from 0 to 11 within this decade.
Vahdam India, a native Indian wellness brand that specializes in taking natural Indian products like teas, spices, and superfoods to markets like US, Canada, and Europe, has managed to raise approximately Rs 174 crore in its Series D round.
Billionaire Simon Nixon wants to bolster his crypto investments for the future as more ultra-wealthy individuals embrace digital assets.
The Bahnsen Group, a Newport Beach, California-based management firm, has launched a comprehensive wealth management solution for its wealthiest clients, as announced through a press release on August 23rd, 2021.
The Singapore-based investment firm Maitri Asset Management Pte. Ltd has announced that it is the first multi-family to earn the B Corporation certificate in the Asia Pacific. The accreditation establishes Maitri as a responsible investor and organizer, adding them to the global community of companies that use business for good and to promote a sustainable economy.
Haitong International Securities, based in Hong Kong and China, have set up a global family office with an ex-banker from Julius Baer leading the operation. The office will offer services, such as core asset management, inheritance planning, growth of liquid assets, capital management, and discretionary portfolio management.