Geopolitical tensions remain the dominant worry for family offices globally — and many expect this risk to rise — but that is not stopping them from putting more capital to work, according to Goldman Sachs’ latest Family Office Investment Insights report.
Bryan Staff, Managing Partner of Merchant Investment Management ("Merchant"), today announced the launch of Regal Wealth Management ("Regal"), an SEC Registered Investment Advisory firm based in New York City.
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.
Montreal-based firm has experience with family offices and hedge funds – and wants to grow its Canada clientele
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