HNW

Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds

Retrieved on: 
Monday, March 4, 2024

The final determination of tax characteristics of each Fund’s distributions will occur after the end of its fiscal year, at which time it will be reported to shareholders.

Key Points: 
  • The final determination of tax characteristics of each Fund’s distributions will occur after the end of its fiscal year, at which time it will be reported to shareholders.
  • The NAV Distribution Rate is calculated by dividing the latest declared monthly distribution per share (annualized) by the NAV per share.
  • Shareholders should not draw any conclusions about a fund’s investment performance based on a fund’s current distributions.
  • For performance data on Amundi US’s closed-end funds, please call 800-225-6292 or visit our closed-end pricing page.

Coastal Bridge Advisors Wins 2024 Best Private Wealth Manager Award for Client Service

Retrieved on: 
Friday, February 16, 2024

Coastal Bridge Advisors received the 2024 PAM Award for Best Private Wealth Manager – Client Service.

Key Points: 
  • Coastal Bridge Advisors received the 2024 PAM Award for Best Private Wealth Manager – Client Service.
  • For more than two decades, the PAM Awards have recognized and celebrated the “best of the best,” top-performing private wealth management industry professionals, wealth advisors, consultants, and other key service providers by acknowledging and highlighting their achievements.
  • Coastal Bridge Advisors was also shortlisted for “Best Firm Culture” and “Best Multi-Family Office under $25 Billion.”
    In 2023, the firm won an honorable mention for “Best Firm Culture – Small to Medium” sized firms.
  • As winner of the 2024 Best Private Wealth Manager – Client Service shortlisted firms, Coastal Bridge Advisors was evaluated based on delivery of client planning and lifestyle objectives, high quality tax and estate services to meet the need of HNW and UHNW clients and top-flight client services demonstrated through client testimonials.

Amundi US Declares Monthly Distributions for Pioneer Closed-End Funds

Retrieved on: 
Tuesday, February 6, 2024

The final determination of tax characteristics of each Fund’s distributions will occur after the end of its fiscal year, at which time it will be reported to shareholders.

Key Points: 
  • The final determination of tax characteristics of each Fund’s distributions will occur after the end of its fiscal year, at which time it will be reported to shareholders.
  • The Market Price Distribution Rate is calculated by dividing the latest declared monthly distribution per share (annualized) by the market price.
  • Shareholders should not draw any conclusions about a fund’s investment performance based on a fund’s current distributions.
  • For performance data on Amundi US’s closed-end funds, please call 800-225-6292 or visit our closed-end pricing page.

Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program

Retrieved on: 
Tuesday, January 30, 2024

Savvy Wealth , a digital-first platform for financial advisors centered around modernizing human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a federal registered investment advisor (RIA), today announces the launch of Savvy Wealth Investment Management (SWIM) .

Key Points: 
  • Savvy Wealth , a digital-first platform for financial advisors centered around modernizing human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a federal registered investment advisor (RIA), today announces the launch of Savvy Wealth Investment Management (SWIM) .
  • An in-house investment management solution replete with diversified and low-cost investment strategies, SWIM enables the creation and management of personalized investment portfolios tailored to the firm’s high-net-worth (HNW) client base.
  • Portfolios are managed by Savvy’s investment team, who oversees active asset allocation, timely rebalancing, tax-loss harvesting and cash management.
  • For more information about Savvy Advisors Investment Management, please visit its website .

Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

Retrieved on: 
Monday, January 22, 2024

Wealth.com , the industry’s leading estate planning platform, today announced Farther , the nation’s leading technology-centric wealth management firm has made wealth.com available to all advisors and their clients as its go-to estate planning solution.

Key Points: 
  • Wealth.com , the industry’s leading estate planning platform, today announced Farther , the nation’s leading technology-centric wealth management firm has made wealth.com available to all advisors and their clients as its go-to estate planning solution.
  • This commitment extends to the incorporation of wealth.com’s estate planning platform, reinforcing Farther’s dedication to providing a truly comprehensive approach to managing significant wealth.
  • Caring.com’s 2023 Wills and Estate Planning Study revealed an alarming statistic: 54 percent of the wealthiest and most highly educated Americans lack an estate plan, often due to procrastination.
  • “Just as retirement planning has become part of the financial planning process, we aspire to establish the same for estate planning,” said Taylor Matthews , CEO and co-founder of Farther.

Summit Financial Welcomes Oracle Private Wealth Advisors, an All-Woman Advisory Firm, to its Expanding Network

Retrieved on: 
Tuesday, January 16, 2024

Summit Financial Holdings (“Summit”), a top firm for values-driven independent and breakaway advisors, today announced that Oracle Private Wealth Advisors (“Oracle”), has joined Summit Financial.

Key Points: 
  • Summit Financial Holdings (“Summit”), a top firm for values-driven independent and breakaway advisors, today announced that Oracle Private Wealth Advisors (“Oracle”), has joined Summit Financial.
  • View the full release here: https://www.businesswire.com/news/home/20240116493213/en/
    Summit Financial welcomes Oracle Private Wealth Advisors.
  • (Photo: Business Wire)
    The Oracle team, located in Lutherville, Maryland, has for the past 15 years consistently served the financial needs of high-net-worth (HNW) executives, entrepreneurs, private foundations, and multi-generational families.
  • As a growing number of women take on the role of financial decision-makers, Oracle is well-positioned to support this major industry shift toward women-led financial planning.

Delta Resources Limited: Invitation to Deutsche Goldmesse

Retrieved on: 
Wednesday, November 22, 2023

Montreal, Quebec--(Newsfile Corp. - November 22, 2023) - Delta Resources Limited (TSXV: DLTA), Delta Resources is a junior exploration company focused on its Delta 1 Gold Deposit in Thunder Bay, Ontario, Canada which was selected as the Discovery of the Year.

Key Points: 
  • Montreal, Quebec--(Newsfile Corp. - November 22, 2023) - Delta Resources Limited (TSXV: DLTA), Delta Resources is a junior exploration company focused on its Delta 1 Gold Deposit in Thunder Bay, Ontario, Canada which was selected as the Discovery of the Year.
  • The Delta Gold property straddles the Trans- Canada Highway approximately 50kms West of Thunder Bay, Ontario with easy road access, abundant electricity, and cellular coverage.
  • Delta Resources, will be participating in the Deutsche Goldmesse Fall Conference, which will take place on November 24 and 25 at The Westin Grand Frankfurt.
  • Members of the Delta Resources Limited management team will be taking meetings throughout the day, and will also present at 1:30 CET on November 24th to an audience of European investors.

Empress Royalty Corp Announces Participation at Deutsche Goldmesse Fall 2023 in Frankfurt

Retrieved on: 
Thursday, November 16, 2023

Vancouver, British Columbia--(Newsfile Corp. - November 16, 2023) - Empress Royalty Corp (TSXV: EMPR) (OTCQX: EMPYF) will be participating in the Deutsche Goldmesse Fall Conference, which will take place on November 24 and 25 at The Westin Grand Frankfurt.

Key Points: 
  • Vancouver, British Columbia--(Newsfile Corp. - November 16, 2023) - Empress Royalty Corp (TSXV: EMPR) (OTCQX: EMPYF) will be participating in the Deutsche Goldmesse Fall Conference, which will take place on November 24 and 25 at The Westin Grand Frankfurt.
  • Members of the Empress Royalty Corp management team will be taking meetings throughout the day, and will also present at 15:30 CET on November 24th to an audience of European investors.
  • An online registration form is available, and Investors can register to attend at: https://deutschegoldmesse.online/investor-registration-2/ .
  • Kai Hoffmann, Managing Director of Soar Financial Partners, remarks, “Following two virtual, and four in-person events, Deutsche Goldmesse has established itself as Germany's premier investment conference in the resource space.

Vandria Announces $20.6M (CHF18M) Series A Financing Led by ND Capital to Drive CNS Clinical Program and Mitochondrial Therapeutics Platform

Retrieved on: 
Thursday, December 14, 2023

The $20.6M (CHF 18M) round was led by ND Capital together with a small syndicate of HNW private investors.

Key Points: 
  • The $20.6M (CHF 18M) round was led by ND Capital together with a small syndicate of HNW private investors.
  • Vandria was spun out of Amazentis SA in 2021 with backing by ND Capital to develop first-in-class small molecule mitophagy inducers against a novel target to rejuvenate cells and treat age-related and chronic diseases.
  • Penelope Andreux, CSO of Vandria, said: “The potential of mitophagy as a new therapeutic approach for tackling CNS disorders is increasingly recognised by the pharmaceutical industry.
  • We have worked closely with the company to assemble a world-class leadership team and attract high-calibre advisors and additional investors.

Hywin Holdings and WealthBriefingAsia Launch Global Healthcare Trends Report

Retrieved on: 
Wednesday, November 22, 2023

SHANGHAI, China, Nov. 22, 2023 (GLOBE NEWSWIRE) -- Hywin Holdings Ltd. (“Hywin Wealth”, “Hywin”, or the “Company”) (NASDAQ: HYW), a leading independent wealth management service provider in China, is pleased to announce the publication today, with WealthBriefingAsia, of “Global Healthcare Trends Report” based on a survey of investors, academics, consultants, and operators in the global healthcare space.

Key Points: 
  • SHANGHAI, China, Nov. 22, 2023 (GLOBE NEWSWIRE) -- Hywin Holdings Ltd. (“Hywin Wealth”, “Hywin”, or the “Company”) (NASDAQ: HYW), a leading independent wealth management service provider in China, is pleased to announce the publication today, with WealthBriefingAsia, of “Global Healthcare Trends Report” based on a survey of investors, academics, consultants, and operators in the global healthcare space.
  • Read the full report here: https://www.hywin.com.hk/wp-content/uploads/2023/11/Hywin-Global-Healthc...
    Key Findings of the Global Healthcare Trends Report:
    Post-pandemic, HNW individuals globally are devoting more time and resources to their health and wellbeing.
  • This Report is a result from and also a guide for the extensive healthcare conversations that Hywin is having with our clients in Asia.”
    “We are pleased to launch this important report in collaboration with WealthBriefingAsia, which sheds light on the thriving healthcare sector intersecting with the wealth management sector,” said Lawrence Lok, Chief Financial Officer of Hywin Holdings.
  • In June 2022, Hywin launched the FactSet Hywin Global Healthcare Index tracking big-cap pharma/biotech/healthcare service firms, and subsequently several financial products, which enabled global investors to better capture the investment opportunities within the industry.