Displaying 45 results
Certuity taps industry veteran Scott Welch as new CIO
As CIO, Welch brings more than 25 years of experience, including time at WisdomTree and Dynasty Financial Partners.
Summit Trail goes national with $3B high-end team
The team, formerly with BNP Paribas/Bank of the West, includes 10 seasoned professionals from across the US.
Cresset unveils deal for 130-year-old family office Connable
The deal in Michigan forms a new combined entity managing $52B in assets for high-net-worth and ultra-high-net-worth clients.
What are the biggest challenges for UHNWIs and how can multi-family offices help?
InvestmentNews speaks with Whittier Trust’s VP of business development.
Fund manager announces major partnership with multi-family office
Strategic partnership will enhance advisory service capabilities for UHNW families.
Bill Hwang looks to add Morgan Stanley probe to Archegos trial defense
Lawyers for the man behind the disgraced family office want to question the SEC on block-trading leaks at the New York-based firm.
What are the biggest challenges for family offices in 2024?
Deloitte report shines light on the concerns and opportunities for firms.
Caprock drafts ex-NFL pro to advance growth ambitions
The ultra-high-net-worth RIA is tapping a former wide receiver for the Denver Broncos to advance into new markets.
Family offices have ‘dangerous gaps’ in risk management, report warns
Teams are facing multiple risks, but lack resources to keep on top of them.
AlTi announces deal for $3B family office Envoi
The acquisition in Minneapolis extends the global wealth manager’s ambitions to become a key player in the UHNW space.
Eton Advisors taps Brian Hughes as new president
The North Carolina-based multi-family office practice within Focus Financial expects the industry veteran will usher in a new chapter of growth.
Alpha Capital taps industry vet as portfolio management lead
The outsourced family office, headquartered in Colorado, is welcoming an UHNW wealth advisor who managed more than $500M at Northern Trust.
$5B family office beefs up ultra-high-net-worth support service
Philadelphia-based Callan Family Office also welcomes former Abbot Downing exec as it expands its financial administration services.
Citizens Financial advances high-net-worth ambitions with key hires
The bank has recruited two JPMorgan execs to help build out its private banking and wealth management businesses.
Prospera launches family office program to serve UHNW clients
New solution responds to advisor demand for family office services.
Family office haven seizes $2B in money laundering probe
Singapore may tighten rules on foreign investors.
UBS considers changes to global family office unit
The bank is responding to internal wrangling about how the profits from the unit that deals with some of its richest clients are shared between its wealth management and investment management businesses.
Cresset balloons to $20 billion in assets with latest megadeal
Starting from scratch just four years ago, Cresset Asset Management has now become one of the fastest growing RIAs with the acquisition of Berman Capital Advisors and its $4.7 billion in assets.
Solving the build-it vs. buy-it dilemma for family offices
Family offices have always had to consider the trade-offs between customization and price when putting together their tech stacks.
House committee approves bill to increase family office oversight
Legislation written by Rep. Alexandria Ocasio-Cortez, D-N.Y., would require some advisory firms that manage wealthy families' finances to register with the Securities and Exchange Commission.
