Family Office News
Keep up with the latest family office news to learn how these wealth management firms are serving ultra-high-net-worth (UHNW) investors.
October 25, 2022
Corona Heir Taps Goldman for Family OfficeGoldman Sachs' Rodolfo Perez has taken over as CEO at Maria Asuncion Aramburuzabala's Tresalia Capital.
October 24, 2022
16 Highest-Paid CEOs in Financial ServicesAverage CEO compensation surged to $23.2 million in 2021, with many in the financial industry earning significantly more.
October 24, 2022
Fidelity Rolls Out Institutional Custom SMAsFidelity's RIA clients should have access to the direct indexing SMA services in early 2023.
October 20, 2022
15 Richest American Financiers and Investors: ForbesNo. 1 should come as no surprise, but have you heard of this 30-year-old crypto billionaire?
September 21, 2022
Ultra-Wealthy Clients Are Sitting on Cash, Ready to InvestActivity has picked up lately as they've pounced on "market dislocations," John Mathews, UBS' private wealth head, tells ThinkAdvisor.
August 17, 2022
Charitable Giving Back at Near Pre-Pandemic Levels: ReportBNY Mellon Wealth Management says the number of gifts, average gift size and total dollar amount of gifts grew from 2020.
July 13, 2022
Integrated Partners Picks Up Exec From BNY MellonStephen Kolano has joined Integrated as Family Office managing director.
July 08, 2022
Billionaires Can't Get Enough of Private EquityThe ultra-wealthy are stepping up as pension funds and endowments reach their limits.
June 14, 2022
Many Firms Failing to Engage the Emerging Wealthy: CapgeminiWealth managers need to rethink their strategies as the demographics of millionaires evolve, the group reports.
April 06, 2022
4 Ways to Help Clients Maximize Their Charitable ImpactA Morgan Stanley expert in philanthropy management shares strategies for advisors to use in guiding their clients toward proactive giving.