Family office

BALLENTINE PARTNERS APPOINTS CHRISTOPHER CHANDLER AND PETER CHIAPPINELLI AS CO-CHIEF INVESTMENT OFFICERS

Retrieved on: 
Tuesday, March 21, 2023
Partnership, Chartered Alternative Investment Analyst, Weatherhead School of Management, University, SunTrust Banks, Wharton School of the University of Pennsylvania, Family, GMO, Chartered, Boston, MBA, Case Western Reserve University, CFA Institute, Fidelity Investments, Ballentine, Boston University School of Public Health, Carleton College, Partner, Investment strategy, Management, Questrom School of Business, Family office, CAIA, Putnam Investments, Financial adviser, Research

WALTHAM, Mass., March 21, 2023 /PRNewswire/ -- Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce Christopher Chandler and Peter Chiappinelli as Co-Chief Investment Officers.

Key Points: 
  • WALTHAM, Mass., March 21, 2023 /PRNewswire/ -- Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce Christopher Chandler and Peter Chiappinelli as Co-Chief Investment Officers.
  • Together they will be responsible for all aspects of the Ballentine Partners investment strategy and the client investment experience.
  • "I am pleased to announce the appointment of Chris Chandler and Pete Chiappinelli as Co-Chief Investment Officers," said Drew McMorrow, President and CEO of Ballentine Partners.
  • Chris Chandler joined Ballentine Partners in April of 2015 as Partner and Senior Investment Officer.

Hywin Holdings Leads Client Delegation to Hong Kong to Deliver the Global Proposition

Retrieved on: 
Monday, March 20, 2023
Travel, Senior, Henley & Partners, EY, Partner, Mandarin Oriental Hotel Group, COVID-19, VP Bank, Appetite, Bank of China Building, Shanghai, Motion, Publication, The Carlyle Group, Knowledge, Bank, Health, Family, Family office, HYW, Apollo Global Management, UHNW, Tutoring, Property management

Aaron Sung, Head of Asset Management of Hywin International, delivered a presentation on the offerings and achievements of Hywin’s Hong Kong subsidiary, covering external asset management, private market funds, and index investing.

Key Points: 
  • Aaron Sung, Head of Asset Management of Hywin International, delivered a presentation on the offerings and achievements of Hywin’s Hong Kong subsidiary, covering external asset management, private market funds, and index investing.
  • The day concluded with a private dinner at the Mandarin Oriental Hotel, together with the renowned economist Mr. Hong Hao.
  • Lawrence Lok, Chief Financial Officer of Hywin Holdings, added: “It has been a most enjoyable program for our clients, and for ourselves too.
  • Hywin is truly the bridge across borders, and matchmaker between clients and solutions.”
    Roland Song, Head of Hywin Family Office, couldn’t agree more.

Tonghai Financial Announces Appointment of Christopher Tang to CEO of China Tonghai Asset Management

Retrieved on: 
Tuesday, March 14, 2023
Research, ESG, Tonghai County, BNP Paribas, Family office, Cryptocurrency

HONG KONG, Mar 14, 2023 - (ACN Newswire) - China Tonghai International Financial Limited (Stock Code: 00952.HK) announced the appointment of Mr. Christopher Tang to the CEO of its wholly owned subsidiary China Asset Management Limited ("Tonghai Asset Management"), effective March 1, 2023.

Key Points: 
  • HONG KONG, Mar 14, 2023 - (ACN Newswire) - China Tonghai International Financial Limited (Stock Code: 00952.HK) announced the appointment of Mr. Christopher Tang to the CEO of its wholly owned subsidiary China Asset Management Limited ("Tonghai Asset Management"), effective March 1, 2023.
  • Previously, Christopher had previously served as CEO at Crosby Wealth Management, establishing a multi-Family Office business servicing family offices, ultra-high net worth and high net worth clients.
  • Tonghai Financial hereby extends a warm welcome to Christopher, and the team on taking their respective new roles.
  • The team joins with extensive professional experience and a profound knowledge of the financial services industry, and will complement efforts in boosting Tonghai Financial aims tour asset management and wealth planning businesses.

Papamarkou Wellner Asset Management to Change Name to Papamarkou Wellner Perkin and Launch M&A Advisory Arm

Retrieved on: 
Tuesday, February 28, 2023
Asset Management, Professional Services, Finance, Mergers and acquisitions, Partner, Private, Investment management, Family, Multi-family office, PWP, Family office, Mergers & Acquisitions, History, Financial services, Pharmaceutical industry

Papamarkou Wellner Asset Management will be rebranded Papamarkou Wellner Perkin (“PWP”).

Key Points: 
  • Papamarkou Wellner Asset Management will be rebranded Papamarkou Wellner Perkin (“PWP”).
  • Driven by client demand, the firm will also be expanding its’ platform with the launch of a dedicated Mergers & Acquisitions Advisory vertical to compliment PWP’s existing businesses.
  • Karl Wellner, PWP’s CEO and Chairman stated: “It’s our 40th Anniversary as a firm and an excellent moment to build on our brand.
  • PWP offers bespoke investment management and merchant banking solutions to domestic and international High-Net Worth Individuals, Family Offices, Endowments and Foundations.

CapZone Analytics Launches Tech-Enabled Compliance Platform for Qualified Opportunity Funds and Investors

Retrieved on: 
Wednesday, January 18, 2023
Ecosystem, IRS, Architecture, Financial management, OZ, QOF, Qof, CZA, Family office, Friction, Risk management, Federal, DEEP, Life, Investment, Renewable energy, Cryptocurrency, Opportunity zone

DEEP ELLUM, Texas, Jan. 18, 2023 /PRNewswire-PRWeb/ -- Designed with the assistance of national Opportunity Zone (OZ) experts, CapZone Analytics' Compliance Platform provides direct business value to private wealth managers and fund managers to monitor investment portfolios efficiently within a complex regulatory framework and radically reduce the time and resources required to manage compliance for Opportunity Zone investments.

Key Points: 
  • CapZone Analytics' Opportunity Zone compliance and risk management platform is the first technology solution designed to address the complex reporting requirements and compliance processes mandated by Federal regulations for Qualified Opportunity Funds (QOFs) under 26 U.S. Code § 1400Z-2.
  • CapZone Analytics' Compliance Platform enables Qualified Opportunity Zone funds and investors to employ technology-forward tools to track, manage, and control the extensive detailed financial, legal, and operational data required over the life of Opportunity Zone investments, through 2047, to ensure accurate reporting to the IRS.
  • CapZone Analytics , the leading national provider of compliance risk management technology solutions for the $180 billion Opportunity Zone market, has announced the commercial release of its Compliance Platform, the first automated solution designed to meet the evolving needs of Qualified Opportunity Funds (QOFs) and Family Office investors and wealth managers.
  • "Today, Qualified Opportunity Funds face enormous challenges in the timely reporting of accurate information to the IRS," said Jonathan Ewert, CEO of CapZone Analytics.

2022: A Year of Consolidation and Growth for Tutors International

Retrieved on: 
Monday, December 19, 2022
Mentorship, The Wall Street Journal, Ultra, Child, Bullying, Curriculum, Learning, Tobias, Database, Partner, Collection, Intermediate, International, Education, Client, Family office, Forum, News, Norwich High School for Girls, GCSE, Interview, Eye, Longevity, Billionaire, The Observer, Parent, Royal Academy of Arts, Social media, Berlin International University of Applied Sciences, Mental time travel, Creativity, Travel, Observer, University, Kabuni, Student, Duke, Tutoring, Family, Time (disambiguation), Guardian, Metaverse

Tutors International wants to make a good impression when prospective Clients or Tutors access our site.

Key Points: 
  • Tutors International wants to make a good impression when prospective Clients or Tutors access our site.
  • Tutors International deals with Clients who are looking for 'outside the box' thinkers when selecting their private tutors.
  • Tutors International is unique in that it both recruits and employs private tutors to work with its Clients.
  • Tutors International places exceptional tutors with families based on their individual needs and circumstances.

Continuing to Bolster its Management Group, Anchin Admits Three to the Partnership and Promotes Nine to Director and Eight to Senior Manager

Retrieved on: 
Monday, December 19, 2022
Private equity, Tax controversy, Accounting, CPA, Financial services, Family office, Hostile witness, CGMA, Growth, Hotel manager, Architecture, Senior, Engineering, MST, Final good, MSA, MBA, Tax, Investment, Construction, MS, Real estate, CPVA, Emerging, ASA, Tax advisor, Health insurance, Forensic science, Anchin Abbey, Lawsuit

Three professionals have been promoted to Partner, nine have been promoted to Director, and eight have been promoted to Senior Manager.

Key Points: 
  • Three professionals have been promoted to Partner, nine have been promoted to Director, and eight have been promoted to Senior Manager.
  • Gwayne Lai , CPA, MS, is a Tax Partner at Anchin and is a member of the firm's International Services Group.
  • The new promotes to Senior Manager include:
    Robyn Conte , CPA, is a Senior Manager in Anchin's Consumer Products group.
  • Consistently recognized in respected "best of" lists for service, firm management and employee satisfaction, Anchin prioritizes partner-level engagement, and commitment to employee happiness.

2022: A Year of Consolidation and Growth for Tutors International

Retrieved on: 
Monday, December 19, 2022
Bullying, Travel, The Wall Street Journal, University, Interview, Eye, Creativity, Mentorship, Duke, News, Billionaire, The Observer, Peers, Client, Partner, Modern Times Group, Kabuni, GCSE, Norwich High School for Girls, Intermediate, Child, Berlin International University of Applied Sciences, Curriculum, Time Traveler (roller coaster), Observer, Parent, Database, Collection, Longevity, Education, Social media, Learning, Student, Family office, Tobias, Confidentiality, Forum, Royal Academy of Arts, Ultra, Tutoring, Guardian, Metaverse, Family, Time (disambiguation)

OXFORD, England, Dec. 19, 2022 /PRNewswire/ -- As 2022 draws to a close, Adam Caller, CEO and Founder of Tutors International, looks back at what has been a very successful year for the company. Tutors International has consolidated its position in the marketplace where it is firmly established as the world-leader in the provision of high-quality, bespoke private tuition for its UHNW Clients.

Key Points: 
  • Tutors International deals with Clients who are looking for 'outside the box' thinkers when selecting their private tutors.
  • Tutors International is unique in that it both recruits and employs private tutors to work with its Clients.
  • Tutors International places exceptional tutors with families based on their individual needs and circumstances.
  • Founded in 1999 by Adam Caller, Tutors International is a private company based in Oxford, a city renowned for academic excellence.

2022: A Year of Consolidation and Growth for Tutors International

Retrieved on: 
Monday, December 19, 2022
Bullying, Travel, The Wall Street Journal, University, Interview, Eye, Creativity, Mentorship, Duke, News, Billionaire, The Observer, Peers, Client, Partner, Modern Times Group, Kabuni, GCSE, Norwich High School for Girls, Intermediate, Child, Berlin International University of Applied Sciences, Curriculum, Time Traveler (roller coaster), Observer, Parent, Database, Collection, Longevity, Education, Social media, Learning, Student, Family office, Tobias, Confidentiality, Forum, Royal Academy of Arts, Ultra, Tutoring, Guardian, Metaverse, Family, Time (disambiguation)

OXFORD, England, Dec. 19, 2022 /PRNewswire/ -- As 2022 draws to a close, Adam Caller, CEO and Founder of Tutors International, looks back at what has been a very successful year for the company. Tutors International has consolidated its position in the marketplace where it is firmly established as the world-leader in the provision of high-quality, bespoke private tuition for its UHNW Clients.

Key Points: 
  • Tutors International deals with Clients who are looking for 'outside the box' thinkers when selecting their private tutors.
  • Tutors International is unique in that it both recruits and employs private tutors to work with its Clients.
  • Tutors International places exceptional tutors with families based on their individual needs and circumstances.
  • Founded in 1999 by Adam Caller, Tutors International is a private company based in Oxford, a city renowned for academic excellence.