The 2025 Elite Private Wealth List recognizes the top Chief Investment Officers from Independent RIA firms across North America. These CIOs have been ones to watch and have consistently driven trends across the private wealth universe.
In February, Vickers joined the firm, which manages three major philanthropies endowed by the Rothschild family.
From Sydney to Park City: The Private Wealth and Institutional Conversations That Defined 2024
Markets Group hosted over 100 forums in 2024, and these highlights from our “From the Sidelines” recaps capture the pulse of Private Wealth and Institutional Investing. Explore the key topics and hot-button issues that shaped the year.
In
the first half of 2024, Markets Group hosted numerous institutional events
across several key regions of North America, gathering insights from
institutional investors. The white papers produced from these events provide a
detailed look at the strategies and trends shaping investment decisions in each
respective market. This analysis combines the key findings from each region to
offer a holistic view of current investment strategies and market perspectives.
The 3rd Annual Private Wealth Australia Forum welcomed over 350 attendees for an exclusive gathering of family offices, wealth managers, private banks, and asset managers from across the Asia-Pacific region. This invitation-only event offered a deep dive into the most pressing issues facing the private wealth community today, with discussions that raised the bar on regional forums.
Last week, we brought together over 100 of the nation’s top minds in institutional investment for the inaugural Institutional Retreat in Park City, Utah, held at the beautiful St. Regis. This landmark event marked the culmination of fifteen years of regional events across the US, providing a dynamic platform for exchanging ideas, fostering collaboration, and networking among senior leaders and chief investment officers.
In an exclusive interview at the Private Wealth Middle East Forum, Courtney McQuade from Markets Group sits down with Maher Al Kaabi, Advisor to Group Chairman and Independent Board Member of Al Serkal Group. Maher provides insights into the rich history and pivotal role of Al Serkal Group, a family business spanning 165 years in the UAE.
The Private Wealth US Retreat brought together over 200 industry leaders and professionals to shape the future of wealth management. This exclusive event served as a dynamic platform for exchanging ideas, fostering collaboration, and networking among the brightest minds in finance.
The 3rd Annual Private Wealth Middle East Forum, held over two enlightening days, served as a premier educational event for single and multi-family office principals, private bank allocators, senior wealth management professionals, and financial intermediaries. Designed to deliver actionable investment solutions and strategies, the forum supported the continued development of the alternatives industry in the region.
How the chief investment officer of ExchangeCapital Management manages staff with radical candor, how he applies his tech background to investment probabilities, how he approaches due diligence, and currencies.