Advisors
Financial advisors embrace virtual prospecting during pandemic
Poll reveals majority leveraging digital marketing, but held back by lack of skills and resources
June 25, 2020
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Family Office News
Business
Wilmington Trust Business Owners Outlook Reveals Increasing Gaps and Differences Between Women and Men Business Owners Amidst the Pandemic
Lack of networking opportunities, access to capital, and obtaining funding top the list of intensifying challenges women business owners are facing
June 25, 2020
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Advisors
Creative Planning Acquires Sunrise Advisors
Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), today announced the acquisition of Sunrise Advisors, an RIA firm located in Leawood, Kansas. Sunrise Advisors provides comprehensive financial planning and investment management for clients with approximately $700 million in Assets Under Management.
June 24, 2020
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Advisors
Fidelity research shows COVID-19 steering advisers toward technology
The research points to a 50% increase in digital marketing strategies since pandemic hit
June 24, 2020
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Family Offices
Multi-Family Office Opens VCC
The independent, full-service wealth manager specializing in bespoke family office solutions will streamline investments through a series of fund strategies to cater to Asia’s high net worth individuals and single-family offices.
June 24, 2020
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Advisors
The UN’s Covid-19 Response Team Is Calling For A New Era Of Collaborations With The Private Sector (And Kindness)
At a time when across the world, all countries are faced with the pressing dual concerns of health and the state of the economy, the United Nations is emphasising the importance of creating innovative partnerships as a way forward. With healthcare looking to rapid innovation from traditional and non traditional healthcare players, global players like the UN have made a call to entrepreneurs and innovators to take part in global solutions.
June 23, 2020
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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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Family Offices
What founders need to do to catch seed investors’ eye
A well planned, stand-out pitch is imperative, say experts
June 23, 2020
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Family Offices
Net gain: Amid crisis, boutique investment firm lands an ace
The COVID-19 crisis hasn’t stopped Fifth Avenue Family Office from executing its strategy. That includes hiring a savvy — yet untested — college athlete to run a new angel fund.
June 22, 2020
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Family Offices
The Science Of VC Investments: How Family Offices Can Tap Into The Startup Opportunity In India
Notably, the new generation of wealthy and high net-worth individuals (HNIs) have been focussing on wealth management and investments through family offices. Globally, as per a Crunchbase research of 2018, 193 family offices made over 1700 venture deals.
June 22, 2020
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