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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Day: May 22, 2020
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.
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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