Hints and tips:
...The Financial Times revealed last month it was in talks to put billions of dollars to work with its smaller rival Schonfeld Strategic Advisors....
...He is now the chair of merchant banking for wealth manager AlTi Global, a merger of London family office Alvarium and New York-based Tiedemann Advisors....
...Georg Schubiger, head of wealth management, and Christel Rendu de Lint, head of investments, will become co-CEO of the Swiss investment manager from January....
...We will continue our path to revolutionize the way people grow their wealth....
...Job moves Intel has named Frank Yeary, a board member since 2009 and a managing member of Darwin Capital Advisors, as independent chair following Omar Ishrak’s decision to step down as chair....
...Another wealth manager with the same mailing address, Kingswood Wealth Advisors LLC (also listed as Chalice Wealth), said the same in its latest filing. In other words, the IPO mystery persists....
...While he’s happy with his crypto deals, there is a “disturbing” lack of transparency in the crypto market, and “some of the business practices don’t rise to the level of ethics that we’re all used to in...
...Shell has appointed Cyrus Taraporevala, the president and chief executive of State Street Global Advisors who intends to retire from his post at the end of the year, as a non-executive director, effective...
...The company is now transforming itself into a broader wealth manager with a big move into financial advice as well....
...Mariner Wealth announced its ninth acquisition of the year last month, while Mercer Advisors scooped up 15 RIAs this year....
...Activist Elliott Advisors is calling for a break-up up of Scottish energy group SSE....
...At the time, the ETF industry was dominated by passive funds that tracked an index such as the S&P 500 and was run by players like BlackRock, Vanguard Group and State Street Global Advisors....
...“Advisors continue to be a strong user of ETFs and model portfolios are seeing increasing adoption,” says Matthew Bartolini at State Street Global Advisors....
...Despite the wealth — and the $13bn worth of Tesla stock he has cashed in over the past month — Musk, says he doesn’t own a house or boat or go on vacation....
...Nor is it the first time Google has stumbled when it comes to AI ethics....
...A Biden transition official said they filed the forms “midweek” before the Office of Government Ethics posted the forms late Thursday, New Year's Eve....
...stances when acting through their own financial advisor or wealth manager....
...PJT Partners and the Dubai-based advisory group deNovo Corporate Advisors struck an agreement to work together on cross-border transactions for clients in the region, Bloomberg reported....
...Bharara’s most famous target was Steve Cohen’s former hedge fund SAC Capital Advisors....
...EY has a “global code of conduct”, which purports to manage ethics and behaviour for its 280,000 employees at 700 offices in 150 countries....
...HK and other dissident shareholders want Eric Oliver, the head of Texas-based hedge fund SoftVest Advisors, to fill the vacancy. Here’s his pitch....
...It was the lack of incentive to distribute what wealth there was to all stake holders equally....
...Union Square Advisors has hired Michael Meyer to lead the investment bank’s newly created capital structure advisory business....
...Presumably those plans are on ice given the uncertain future of a London offshoot restricted to managing Mr Cohen’s wealth....
...The ETF is managed by State Street Global Advisors, the asset management arm of State Street, the US bank....
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