Partners Capital

Partners Capital Shines the Spotlight on Geopolitics, China, Biotechnology and Impact Investing at Its Fourth Annual Investor Workshop

Retrieved on: 
Tuesday, October 29, 2019

The afternoon started with Stan Miranda, Chief Executive Officer of Partners Capital, describing the overarching theme of the Client Workshop being de-globalization, with four underlying sub-themes - geopolitics, China, biotechnology and impact investing.

Key Points: 
  • The afternoon started with Stan Miranda, Chief Executive Officer of Partners Capital, describing the overarching theme of the Client Workshop being de-globalization, with four underlying sub-themes - geopolitics, China, biotechnology and impact investing.
  • Internal speakers were joined by three experts:
    Matthew Gertken, Geopolitical Strategist at BCA Researchspoke on geopolitics' impact on investment strategy going forward.
  • Partners Capital presentations included two four-person panel sessions featuring the Partners Capital CIO's and Asset Class Heads, addressing Client Portfolio Strategy Choices and Asset Class Strategies going forward, respectively.
  • He implored each client to continue to challenge and push Partners Capital to be the best it can be.

Partners Capital Shines the Spotlight on Geopolitics, China, Biotechnology and Impact Investing at Its Fourth Annual Investor Workshop

Retrieved on: 
Tuesday, October 29, 2019

The afternoon started with Stan Miranda, Chief Executive Officer of Partners Capital, describing the overarching theme of the Client Workshop being de-globalization, with four underlying sub-themes - geopolitics, China, biotechnology and impact investing.

Key Points: 
  • The afternoon started with Stan Miranda, Chief Executive Officer of Partners Capital, describing the overarching theme of the Client Workshop being de-globalization, with four underlying sub-themes - geopolitics, China, biotechnology and impact investing.
  • Internal speakers were joined by three experts:
    Matthew Gertken, Geopolitical Strategist at BCA Researchspoke on geopolitics' impact on investment strategy going forward.
  • Partners Capital presentations included two four-person panel sessions featuring the Partners Capital CIO's and Asset Class Heads, addressing Client Portfolio Strategy Choices and Asset Class Strategies going forward, respectively.
  • He implored each client to continue to challenge and push Partners Capital to be the best it can be.

Marc Schwartz Appointed as Partners Capital Strategic Advisor

Retrieved on: 
Thursday, September 5, 2019

LONDON and SAN FRANCISCO, Sept. 5, 2019 /PRNewswire/ -- Partners Capital Investment Group LLP, the $26 billion global outsourced investment office, has announced that Marc Schwartz has been appointed as a strategic advisor to its recently opened West Coast office.

Key Points: 
  • LONDON and SAN FRANCISCO, Sept. 5, 2019 /PRNewswire/ -- Partners Capital Investment Group LLP, the $26 billion global outsourced investment office, has announced that Marc Schwartz has been appointed as a strategic advisor to its recently opened West Coast office.
  • Marc holds an MBA from Stanford University Graduate School of Business and graduated magna cum laude from Harvard College.
  • "On behalf of our Board of Directors and our global partner group, it is my pleasure to welcome Marc to Partners Capital," said Stan Miranda, Chief Executive Officer and Founder of Partners Capital.
  • Founded in 2001, Partners Capital is a wholly independent Outsourced Investment Office (OCIO) primarily serving sophisticated institutions and senior investment professionals inEurope,North AmericaandAsia.

Marc Schwartz Appointed as Partners Capital Strategic Advisor

Retrieved on: 
Thursday, September 5, 2019

LONDON and SAN FRANCISCO, Sept. 5, 2019 /PRNewswire/ -- Partners Capital Investment Group LLP, the $26 billion global outsourced investment office, has announced that Marc Schwartz has been appointed as a strategic advisor to its recently opened West Coast office.

Key Points: 
  • LONDON and SAN FRANCISCO, Sept. 5, 2019 /PRNewswire/ -- Partners Capital Investment Group LLP, the $26 billion global outsourced investment office, has announced that Marc Schwartz has been appointed as a strategic advisor to its recently opened West Coast office.
  • Marc holds an MBA from Stanford University Graduate School of Business and graduated magna cum laude from Harvard College.
  • "On behalf of our Board of Directors and our global partner group, it is my pleasure to welcome Marc to Partners Capital," said Stan Miranda, Chief Executive Officer and Founder of Partners Capital.
  • Founded in 2001, Partners Capital is a wholly independent Outsourced Investment Office (OCIO) primarily serving sophisticated institutions and senior investment professionals inEurope,North AmericaandAsia.

MAI Capital Management Announces Deal to Add John D. Dovich & Associates, LLC to Partnership

Retrieved on: 
Monday, July 1, 2019

MAI Capital Management, LLC (MAI), an independent registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, announces its partnership with John D. Dovich & Associates, LLC (Dovich & Associates).

Key Points: 
  • MAI Capital Management, LLC (MAI), an independent registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, announces its partnership with John D. Dovich & Associates, LLC (Dovich & Associates).
  • Dovich will become Regional Managing Director of the Cincinnati office, National Head of MAI Insurance Solutions and Partner of MAI.
  • For over three decades, John and his team at Dovich & Associates have assisted clients in the management of their financial affairs, says Rick Buoncore, Managing Partner at MAI.
  • Wealth Partners Capital Group (WPCG) is a financial services holding company, which has partnered with MAI Capital Management (MAI).

Sanctuary Wealth Launches Sanctuary OCIO Solutions

Retrieved on: 
Monday, April 15, 2019

Sanctuary Wealth (Sanctuary) announces the creation of a new division, Sanctuary OCIO Solutions, an outsourced chief investment officer (OCIO) platform that provides Advisors, their high-net-worth and ultra-high-net-worth clients, and institutional clients with an effective way to manage their investments through day-to-day investment practices, research, and decision-making.

Key Points: 
  • Sanctuary Wealth (Sanctuary) announces the creation of a new division, Sanctuary OCIO Solutions, an outsourced chief investment officer (OCIO) platform that provides Advisors, their high-net-worth and ultra-high-net-worth clients, and institutional clients with an effective way to manage their investments through day-to-day investment practices, research, and decision-making.
  • Sanctuary OCIO Solutions provides a true fiduciary function, helping Advisors and institutions create sustainable investment results and meet investment goals for their clients and stakeholders.
  • The creation of Sanctuary OCIO Solutions underscores our commitment to serving the investment needs of Advisors, their clients, and institutional investors, says Sanctuary CEO and Founder Jim Dickson.
  • Institutional clients, such as colleges and universities, foundations and endowments, and Taft-Hartley funds, can access our skilled resources and attain additional oversight through Sanctuary OCIO Solutions.

Elizabeth Trotta and Adam Watson Are Promoted to Managing Director at Partners Capital

Retrieved on: 
Tuesday, March 5, 2019

BOSTON and LONDON, March 5, 2019 /PRNewswire/ -- Partners Capital, the leading global Outsourced Investment Office with $24 billion of assets under management adds to its senior management team with the promotions of Elizabeth Trotta and Adam Watson, from Senior Principal to Managing Director.

Key Points: 
  • BOSTON and LONDON, March 5, 2019 /PRNewswire/ -- Partners Capital, the leading global Outsourced Investment Office with $24 billion of assets under management adds to its senior management team with the promotions of Elizabeth Trotta and Adam Watson, from Senior Principal to Managing Director.
  • Elizabeth Trottajoined Partners Capital in Boston in 2009, before opening the New York office in June 2014 where she is now located.
  • Prior to Partners Capital, Elizabeth was a Research Associate at Hartz Capital and a Financial Analyst at Goldman Sachs in their Investment Management Division in New York.
  • Arjun Raghavan, the Partners Capital Asia Head, said: "In his 10 years at Partners Capital across Europe and Asia, Adam has grown to become a seasoned investor and client portfolio manager.

Elizabeth Trotta and Adam Watson Are Promoted to Managing Director at Partners Capital

Retrieved on: 
Tuesday, March 5, 2019

BOSTON and LONDON, March 5, 2019 /PRNewswire/ -- Partners Capital, the leading global Outsourced Investment Office with $24 billion of assets under management adds to its senior management team with the promotions of Elizabeth Trotta and Adam Watson, from Senior Principal to Managing Director.

Key Points: 
  • BOSTON and LONDON, March 5, 2019 /PRNewswire/ -- Partners Capital, the leading global Outsourced Investment Office with $24 billion of assets under management adds to its senior management team with the promotions of Elizabeth Trotta and Adam Watson, from Senior Principal to Managing Director.
  • Elizabeth Trottajoined Partners Capital in Boston in 2009, before opening the New York office in June 2014 where she is now located.
  • Prior to Partners Capital, Elizabeth was a Research Associate at Hartz Capital and a Financial Analyst at Goldman Sachs in their Investment Management Division in New York.
  • Arjun Raghavan, the Partners Capital Asia Head, said: "In his 10 years at Partners Capital across Europe and Asia, Adam has grown to become a seasoned investor and client portfolio manager.

Partners Capital Opens Paris Office

Retrieved on: 
Monday, February 4, 2019

LONDON, Feb. 4, 2019 /PRNewswire/ -- Following the recent announcement of its West Coast Office, Partners Capital announces the addition of a European base to be opened in March 2019 in Paris, France.

Key Points: 
  • LONDON, Feb. 4, 2019 /PRNewswire/ -- Following the recent announcement of its West Coast Office, Partners Capital announces the addition of a European base to be opened in March 2019 in Paris, France.
  • Partners Capital currently manages $4 billion of European assets which includes some of the company's largest charitable foundation clients and several senior partners at leading global investment firms.
  • The office will be headed by Edmondo Barletta, who has been based at the firm's London office since 2013 and is the client CIO for many of Partners Capital's largest private investors.
  • The Paris office will support any service requirements to Partners Capital's European clients which may result from Brexit.

Partners Capital Opens Paris Office

Retrieved on: 
Monday, February 4, 2019

LONDON, Feb. 4, 2019 /PRNewswire/ -- Following the recent announcement of its West Coast Office, Partners Capital announces the addition of a European base to be opened in March 2019 in Paris, France.

Key Points: 
  • LONDON, Feb. 4, 2019 /PRNewswire/ -- Following the recent announcement of its West Coast Office, Partners Capital announces the addition of a European base to be opened in March 2019 in Paris, France.
  • Partners Capital currently manages $4 billion of European assets which includes some of the company's largest charitable foundation clients and several senior partners at leading global investment firms.
  • The office will be headed by Edmondo Barletta, who has been based at the firm's London office since 2013 and is the client CIO for many of Partners Capital's largest private investors.
  • The Paris office will support any service requirements to Partners Capital's European clients which may result from Brexit.