Kingsbridge Wealth Management commits USD100m to Home Equity Contracts

Wed, 20/03/2019 - 14:19

Kingsbridge Wealth Management has committed USD100 million to the first financial technology platform – powered by Point – that allows homeowners to unlock their home equity wealth without taking on new debt. »

SEC Registered Investment Advisor and fiduciary firm Jackson Square Capital launches

Wed, 20/03/2019 - 11:03

Jackson Square Capital has launched under the leadership of Founder & Managing Partner, Andrew Graham offering investment management and wealth advisory services. The San Francisco, California-based firm has over USD250 million in assets under management.  »

Cresset acquires Evanston Advisors

Tue, 19/03/2019 - 14:05

Cresset Asset Management (Cresset) has acquired Evanston Advisors (Evanston), a Chicago-area SEC Registered Investment Advisor (RIA). »

Proximity and KG Wealth move assets to Arkadios Capital

Tue, 19/03/2019 - 14:03

Proximity Financial Partners and KG Wealth Management have moved their combined assets under advisement to hybrid independent broker/dealer Arkadios. »

Arno Kitts, Perspective Investments

Equity bear investment manager offers broad portfolio

Tue, 19/03/2019 - 10:16

Multi-asset, multi-strategy investment manager Perspective Investments has had a broad range of investments within its portfolio since launching in 2008. »

Skeet Kaye Hopkins to join Focus partner firm Gelfand, Rennert & Feldman

Mon, 18/03/2019 - 10:51

London-based Skeet Kaye Hopkins (SKH) is to join forces with Gelfand, Rennert & Feldman (GR&F), a Los Angeles-based multifamily office and business management firm and member of the FocusFinancial Partners partnership of independent, fiduciary wealth management firms. »

Australian Unity Wealth & Capital Markets goes live on thinkFolio from IHS Markit

Wed, 13/03/2019 - 20:49

The wealth arm of Australian Unity, a national health, wealth and living mutual company, has gone live on IHS Markit’s thinkFolio. »

Ora Citron Private Wealth Management merges with The Diamond Group

Tue, 12/03/2019 - 19:21

The Diamond Group Wealth Advisors, a Northern California-based wealth management firm, has merged with Ora Citron, a private wealth management firm, based in Walnut Creek, California. »

Skipton Building Society launches special edition savings products

Tue, 12/03/2019 - 18:30

Skipton Building Society is introducing new special edition savings products which require a minimum balance of GBP20,000. »

Rockefeller Capital Management hires MDs in New York and Dallas

Tue, 12/03/2019 - 07:26

Rockefeller Capital Management has appointed Michael Parker as a Managing Director in the Rockefeller Global Family Office in New York, with responsibility for recruiting and managing Private Wealth advisors in the Northeast region. »


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