Siew Meng Tan, head of HSBC Private Banking for Asia Pacific, discusses why the bank is in a unique position to help forward-thinking families achieve their wealth ambitions
When Ryan Cohen sold the pet retailer he co-founded for $3.35 billion in 2017, he had a clear idea of what he’d do with his share of the proceeds.
Nicklas Financial, a family-owned business in Jefferson City, Mo., has aligned with JFC Financial Services in Lincoln, Neb., to join LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, the companies announced earlier this week in a news release.
Info Edge had received an alternative investment fund class II license from SEBI in January this year to “fund investments unrelated to the core operating entity,” the filing read.
InvestorSpeedDating.com Launches “virtual” private investor meeting Technology
Hedge Fund Events and Investor Private Meeting leader enhances meeting solutions with virtual meeting functionality.
St. Louis-based health care system Mercy is dissolving its in-house investment team to hand over the vast majority of its portfolio — more than $2 billion — to a little-known wealth manager with deep ties to Mercy’s board chair, according to three informed sources.
Manufacturers appear to be past the worst of the Covid slump. But stocks are pricing in a much stronger and faster recovery than any CEOs are anticipating.
Bengaluru-based ed-tech startup iNurture Education Solutions Pvt. Ltd, a provider of formal higher education programmes in India, has raised $4 million (Rs 30 crore) from Kimera Ltd, a Dubai-based family office.
Winnipeg-based Howe Harrell & Associates (HHAA) has teamed up with Purpose Advisor Solutions (PAS) to enable the financial well-being of its families, corporations, and trust clients.
Virtualisation, alongside the increasing use of data and digital functionality and services, is vital to future-proofing the family office. This has never been more apparent than now, when advisers must manage complex relationships remotely, and at a time when investors everywhere face significant challenges, says Yaela Shamberg.
