High-net-worth individual

Yacht Charter Global Market Report 2022: Consistently Growing Number of High Net Worth Individuals Bolsters Sector - ResearchAndMarkets.com

Retrieved on:

Montag, Januar 9, 2023

Sports, Yachting, Communication, COVID-19, Solar sail, High-net-worth individual, Tourism, Growth, Yacht, US, World Health Report, Renewable energy, Shipbuilding, Mediterranean Sea, Footloose

The global Yacht charter market was valued at US$ 16.49 Bn in 2021 witnessing a steady growth in recent years.

Key Points:

The global Yacht charter market was valued at US$ 16.49 Bn in 2021 witnessing a steady growth in recent years.
In 2020, the number of high-net-worth individuals worldwide increased by nearly 9%, according to 2020 World Health Report by Capgemini.
With increasing interest in luxury cruising along with consistently increasing number of high net worth, especially in Asia Pacific, the yacht charter market is set to register robust growth over the forecast period.
In addition, the region is home to the 2nd highest number of high net worth individuals worldwide.

Michael Hanson Elected as New BDA Board Chair

Retrieved on:

Mittwoch, Dezember 14, 2022

On December 5, the Bermuda Business Development Agency (BDA) held its Annual General Meeting and Board of Directors meeting.

Key Points:

On December 5, the Bermuda Business Development Agency (BDA) held its Annual General Meeting and Board of Directors meeting.
At this meeting, the BDA board unanimously elected Michael Hanson to be the BDAs new Chair, and Susan Pateras, as Deputy Chair.
Mr. Hanson said, Like many organisations, the BDA has had to weather extraordinary circumstances over the past 12 months.
The Board recognises their efforts, and we take very seriously our collective mandate to positively impact inward investment into our island's economy.

Acrisure Announces Expanded Insurance Leadership Team to Support Bold Future

Retrieved on:

Dienstag, Dezember 13, 2022

Acrisure, a fast-growing fintech leader that operates a top-10 global insurance broker and the largest independent Real Estate Services company in America, today announced members of its Insurance Leadership Team reporting to Grahame Millwater, President, Global Insurance.

Key Points:

Acrisure, a fast-growing fintech leader that operates a top-10 global insurance broker and the largest independent Real Estate Services company in America, today announced members of its Insurance Leadership Team reporting to Grahame Millwater, President, Global Insurance.
As the worlds 5th largest insurance broker, and as a fintech with a robust product offering, having a leadership team that personifies all these characteristics is important to powering the next phase of our growth.
A former Partner, Andy is focused on leading the operational infrastructure, management and financial reporting associated with Acrisures Insurance division.
Jason joined Acrisure via its acquisition of Beach & Associates, now Acrisure Re, one of the worlds preeminent reinsurance brokers.

Snowden Lane Partners Expands Connecticut Team to Accommodate Growth

Retrieved on:

Mittwoch, Dezember 7, 2022

Additionally, the Sound Advisory group added Brian Weyrauch as a Client Relationship Manager to accommodate the Sound Advisory Groups continuing growth.

Key Points:

Additionally, the Sound Advisory group added Brian Weyrauch as a Client Relationship Manager to accommodate the Sound Advisory Groups continuing growth.
The Sound Advisory Group, led by Senior Partner and Managing Director Stephen Fordyce, joined Snowden Lane in 2013 shortly after its founding.
Rob has made a tremendous impact at Snowden Lane and this new role is a natural and well-deserved next step for him, said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners.
Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors.

UBS Advisor Team FTB Financial Services Named to the Forbes America’s Top Wealth Management Teams list

Retrieved on:

Montag, Dezember 5, 2022

Asset Management, Professional Services, Finance, UBS, Life, Research, SIX Swiss Exchange, NYSE, High-net-worth individual, FTB, Kenwood, Procter & Gamble, Financial services, Cincinnati metropolitan area

UBS Wealth Management USA announced today that FTB Financial Services , a wealth management team in the firms Kenwood, Ohio branch has been named to the Forbes Americas Top Wealth Management Teams list for 2022.

Key Points:

UBS Wealth Management USA announced today that FTB Financial Services , a wealth management team in the firms Kenwood, Ohio branch has been named to the Forbes Americas Top Wealth Management Teams list for 2022.
I am proud to see them recognized on this prestigious list as a top team in the country.
Led by Financial Advisor Bill McCarthy, CFP, FTB Financial Services focuses on providing comprehensive wealth management services for current and former Procter & Gamble families.
The inaugural Forbes Americas Top Wealth Management Teams High Net Worth list has 100 teams with cumulative assets of $288 billion.

Diagonal Investment Office, a Sanctuary Wealth Partner, Launches to Expand Global Capabilities and Serve Latin American Clients at Home and Abroad

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Dienstag, Dezember 6, 2022

Morgan Stanley, Ultra, Columbia University, High-net-worth individual, FINRA, Freedom, Executive Office of the President of the United States, JPMorgan Chase, Columbia Business School, Morgan Stanley Wealth Management, School of International and Public Affairs, Columbia University, Broker-dealer, MBA, Insurance, Financial services, Financial adviser, Interior design, Diagonal

MIAMI, Dec. 6, 2022 /PRNewswire/ -- Sanctuary Wealth, home to the next generation of elite advisors, announces the launch of Diagonal Investment Office, a firm created to serve the needs of ultra-high-net-worth Latin American clients who invest in the US. The new firm has $200 million AUM at launch, is based in Miami, and led by Founders and Managing Partners Rodolfo "Rudy" Rake and Santiago Rey.

Key Points:

Ultra-high-net-worth clients with global assets need advisors who understand their unique circumstances," said Jim Dickson, CEO and Founder of Sanctuary Wealth.
With Diagonal, we are taking a US fee-based model of fiduciary wealth management that leads with financial planningandadapting ittoour Latin American clients.
Currently, the Sanctuary Wealth network includes partner firms in 28 states across the country with approximately$25 billionin assets under advisement.
Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.

EP Wealth Advisors® Acquires Warren Financial Services & Associates

Retrieved on:

Donnerstag, Dezember 1, 2022

EP Wealth Advisors, LLC (EP Wealth), a leading independent registered investment adviser (RIA) on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with Warren Financial Services & Associates (Warren Financial).

Key Points:

EP Wealth Advisors, LLC (EP Wealth), a leading independent registered investment adviser (RIA) on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with Warren Financial Services & Associates (Warren Financial).
Warren Financial provides purpose-driven and comprehensive financial planning and investment management services for high-net-worth individuals and families, business owners and entrepreneurs.
The firm is led by founder and Chief Compliance Officer Randall Warren, who will assume the role of Senior Vice President/Partner at EP Wealth.
Wealth Partners Capital Group ("WPCG") is a financial services holding company, which invests in and partners with select leading wealth management firms.

DL Holdings Announces 2022 Interim Results

Retrieved on:

Donnerstag, Dezember 1, 2022

HONG KONG, Nov. 30, 2022 /PRNewswire/ -- DL Holdings Group Limited ("DL Holdings" or the "Company" and its subsidiaries (together, the "Group"), Stock Code: 1709.HK) is pleased to announce its unaudited consolidated interim results for the six months ended 30 September 2022 (the "1H FY2022").

Key Points:

HONG KONG, Nov. 30, 2022 /PRNewswire/ --DL Holdings Group Limited ("DL Holdings" or the "Company" and its subsidiaries (together, the "Group"), Stock Code: 1709.HK) is pleased to announce its unaudited consolidated interim results for the six months ended 30 September 2022 (the "1H FY2022").
It will facilitate DL Holdings' wealth management and impact investment pipeline in Singapore and North American markets, and expand its asset management scale and business scope.
DL Holdings (1709.HK) also holds a Singapore RFMC fund license, a Cayman Islands SIBL fund license and owns more than 18 Hong Kong limited partnership funds (LPF) for investing Private Equity.
This press release is issued by Joint PR Consultants Limited on behalf of DL Holdings Group Limited.

VBI Vaccines Reports Third Quarter 2022 Financial Results and Provides Corporate Update

Retrieved on:

Donnerstag, November 10, 2022

VBI Vaccines Inc. (Nasdaq: VBIV) (VBI), a biopharmaceutical company driven by immunology in the pursuit of powerful prevention and treatment of disease, today announced financial results for the third quarter ended September 30, 2022, and provided a corporate update.

Key Points:

VBI Vaccines Inc. (Nasdaq: VBIV) (VBI), a biopharmaceutical company driven by immunology in the pursuit of powerful prevention and treatment of disease, today announced financial results for the third quarter ended September 30, 2022, and provided a corporate update.
Revenue: Revenue, net for the third quarter of 2022 was $0.3 million, compared to $0.1 million for the same period in 2021.
Cost of Revenue: Cost of revenues was $2.7 million in the third quarter of 2022 as compared to $2.5 million in the third quarter of 2021.
Non-GAAP financial measures are meant to supplement, and to be viewed in conjunction with, GAAP financial results.

CANVAS Launches Layer 2 Scaling Solution for Gasless DeFi Transactions on Ethereum Testnet

Retrieved on:

Donnerstag, Oktober 27, 2022

SYDNEY, Oct. 27, 2022 /PRNewswire-PRWeb/ -- CANVAS, a leading DeFi infrastructure company, is excited to announce the testnet launch of CANVAS Connect, the Layer 2 scaling solution built for the digital economy.

Key Points:

SYDNEY, Oct. 27, 2022 /PRNewswire-PRWeb/ -- CANVAS , a leading DeFi infrastructure company, is excited to announce the testnet launch of CANVAS Connect, the Layer 2 scaling solution built for the digital economy.
The service will allow users to complete DeFi transactions without paying the prohibitively high and unpredictable gas costs whilst still benefiting from Ethereum security.
We believe CANVAS Connect will revolutionize the way people transact on Layer 1 blockchains and unlock DeFi for all," said CANVAS CEO and Co-Founder, David Lavecky.
Fireblocks will be the first institutional grade wallet infrastructure to natively support CANVAS Connect L2, enabling all Fireblocks clients to benefit from gasless access to all Layer 1 Ethereum dApps as well as instant trades & transfers on the CANVAS Connect Layer 2 network.