Fiduciary Trust International has appointed Gretchen Regan, CFA, a multi-asset specialist with close to 30 years’ experience, as a senior portfolio manager serving high-net-worth families from its Radnor office.
A round-up of people moves and M&A deals across North America
Service providers to some of Asia's wealthiest families say they are fielding a rising number of calls about shifting away from Hong Kong, with some already moving money to Singapore-based banks.
A network of more than 400 family offices and a venture backed by hedge fund billionaire Paul Tudor Jones are partnering to help simplify deal-making for the ultra-wealthy.
Discover how to evaluate investment opportunities with a proven step-by-step guide for family offices and UHNW investors, leading to informed wealth strategies.
Why network with family offices? Learn about connection opportunities, collaboration models, investment access, risks, and value for UHNW investors.
Role of portfolio manager in family offices: explore responsibilities, investment strategies, regulatory demands, and risk management for UHNW investors.
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