Hall Private Wealth Reports On Need for Asset Management Transparency
San Diego, CA, Oct. 11, 2022 (GLOBE NEWSWIRE) — Hall Private Wealth Advisors (HPWA) recently highlighted several industry conflicts that investors should be aware of with regard to the fees and performance of their portfolios. The findings highlight how ‘Big banks’ monetize investors’ lack of awareness of how certain funds are marketed, sold, and managed. Investors are […]
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COOPER ASSOCIATES WEALTH MANAGEMENT BUYS BARNSTAPLE FIRM
South West firm Cooper Associates Wealth Management has acquired a Barnstaple-based business. Founded in 2014, Pengilly Cox is a financial associate firm with 50 years of combined experience. Set to become part of Cooper Associates Wealth Management, both firms are appointed representatives of wealth management firm St James’ Place. Samantha Jackson, chief executive of Cooper […]
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HCR Wealth Advisors’ Michelle Katzen Wins ‘Rising Star of the Year’ Award at 2022 Wealth Management Industry Awards
HCR Wealth Advisors (HCR), a comprehensive financial planning and investment management firm known for focusing on all aspects of their clients’ financial well-being, announced that Michelle Katzen, CFP®, CDFA®, Managing Director, was recently named a winner for the ‘Rising Star of the Year’ award at the 2022 Wealth Management Industry Awards, an annual competition and industry-leading awards program hosted by Wealth […]
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Billionaires Have Growing Appetite for Real Estate As Market Slows
While the world’s wealthiest people earn their money in a variety of ways, many add to their fortunes through investing in real estate, which typically appreciates in value. Tesla Inc. and SpaceX CEO Elon Musk, the world’s richest man, made his fortune starting and selling technology companies. He spent a decade buying six houses on two […]
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Indian Billionaire Mukesh Ambani to Open Family Office in Singapore
Mukesh Ambani, who has been ranked 10th richest man in the Forbes billionaires list for 2022, is establishing a family office in Singapore, Bloomberg has reported citing people with knowledge of the matter. The office will be set up by Reliance Industries, a firm owned and chaired by the Indian billionaire. Ambani has already selected a manager to recruit […]
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Ultra-rich South Africans are bailing on Joburg, Cape Town and other top cities
Data from Henley & Partners shows that high-net-worth individuals (HNWI) continue to leave the country’s economic hubs. The latest Henley Global Citizens Report 2022 Q3, compiled in collaboration with New World Wealth, reported that Johannesburg has seen a 5% decrease in the number of HNWIs to date in 2022, while Cape Town has seen a […]
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