David Vickers snags CIO role at Windmill Hill Asset Management
In February, Vickers joined the firm, which manages three major philanthropies endowed by the Rothschild family.
wealth management
Interviews from the Sidelines of our Private Wealth Forum in Sydney, Australia
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.
Maher Al Kaabi on Al Serkal Group’s UAE Legacy and Circular Economy Leadership
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.
Exclusive Interviews from the Sidelines: Private Wealth US Retreat
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.
Veco Group has appointed Stefano Fiala as their new CEO
Following Antonio Mandrà resignation after 28 years, the Veco Group has named Stefano Fiala as their new CEO
CIO Andy Stewart on Managing with Integrity
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.
Catch All the Exclusive Sidelines Interviews from Private Wealth East Spring Forum 2024
Don’t miss our exclusive series of video interviews captured straight from the sidelines of the 8th Annual Private Wealth East Spring Forum. Dive into actionable insights and conversations that are shaping the private wealth investment landscape.
Building Trust and Referrals: Inside the Success Story of Victoria Trumbower’s RIA
A discussion of the effective practices behind sustained, organic growth in the financial advisory industry with Victoria Trumbower, Managing Member of Trumbower Financial Advisors.
Power Corporation Announces Executive Appointment
Power Corporation of Canada has announced the appointment of Mr. Jake Lawrence as its Executive Vice-President and Chief Financial Officer, effective March 18, 2024
Rockefeller Expands Wealth Management Reach with Lewis Wealth Partners in Richmond, VA
Rockefeller Global Family Office, the wealth management arm of Rockefeller Capital Management, has expanded its national footprint by adding Lewis Wealth Partners, its inaugural Private Advisor team in Richmond, VA.