Breaking News
10 Jun 2013
Q: What is the Artist Rare Instrument Fund (ARIF)?
7 Jun 2013
Risk 3.0 Asset Management has changed its name to Acertus Capital Management, revamping its corporate identity and website in efforts to better reflect the firm’s core disciplined investment process for the institutional investment market.
6 Jun 2013
At the most recent PAM breakfast briefing, a team of expert panelists spoke about the world of architecture and design for the ultra-wealthy family.
5 Jun 2013
Wealthy clients are increasingly interested in spending more time on planning needs, crafting how best to leave assets to the next generation, including illiquid assets surrounding family owned businesses, said Sam Graham, CEO of Diversified Trust.
4 Jun 2013
Top bankers in the wealth management industry from Wells Fargo, Merrill Lynch, Morgan Stanley Smith Barney, FINRA, Coutts, UBS, among others, will address issues such as rising regulation, sluggish economies, low yields and the state of the overall wealth industry at The 2013 Reuters Global Wealth Management Summit.
4 Jun 2013
Options strategies are becoming a larger part of the conversation for portfolio managers at wealth advisory firms as they look to manage risk for their clients more effectively, according to comments from executives at the Options Thought Leadership Forum hosted by NYSE Amex Options and NYSE Arca Options in New York, reported by PAM’s sister publication, Wall Street Letter.
3 Jun 2013
Bill Jarry, former financial advisor with Bernstein Global Wealth Management, has been tapped to serve ultra-high-net-worth clients in BNY Mellon’s Boston headquarters.
31 May 2013
Montrose Accounting was founded by legendary investor John Train as a traditional European family office in the early 1960s.
30 May 2013
Private Asset Management magazine has added to its editorial advisory board to better efficiently produce relevant and thoughtful content to our readership: Shirl Penney of Dynasty Financial Partners, April Rudin of The Rudin Group, Marcia Nelson at Anchin, Block and Anchin, Curt Kappauf of SHG Financial Group and Kay Lee at GA Capital Management LLC.
29 May 2013
After heading Morton Capital Management as managing principal in the New York office, Angela Raitzin has recently assumed a new role at Constellation Wealth Advisors as principal and member of the advisory team.
28 May 2013
BNY Mellon is in the beginning stages of executing a major growth strategy, with the intention to increase its Wealth Management division’s sales force by 50% and adding as many as 100 new professionals to its team.
24 May 2013
Following a recent expansion in West Palm Beach, Florida, Winston Art Group has hired Jessica Ransom to develop its business throughout the Southeast as regional representative.
