UHNW

OLIVELA Fashions A Better Future for Women and the Luxury Fashion Industry This Women’s History Month

Retrieved on: 
Thursday, March 28, 2024
ITS, Growth, Business, Beauty, Executive, Education, Empowerment, UHNW, Obama Foundation, COMMUNITY, Fashion, Very important person, Family, Tourism

NEW YORK, March 28, 2024 (GLOBE NEWSWIRE) -- Philanthropic retailer OLIVELA landed in Miami and Palm Beach last week to mark Women’s History Month and celebrate the work its community have funded towards gender equality. From a celebratory lunch to a panel talk discussing the intersection of girls’ education and climate action, OLIVELA brought together VIPs, cause partners and customers.

Key Points: 
  • From a celebratory lunch to a panel talk discussing the intersection of girls’ education and climate action, OLIVELA brought together VIPs, cause partners and customers.
  • OLIVELA is uniquely positioned as a force for change in a challenging luxury retail landscape.
  • Thanks to its dropship model which minimizes inventory risk, OLIVELA is able to remain resilient to evolving demand.
  • Coinciding with Aspen Ideas Institute, OLIVELA hosted two events to discuss the intersection between climate action and gender equality.

Tutors International Reveals the Most Popular Educational Curricula for UHNW Families Embracing Global Education

Retrieved on: 
Tuesday, April 9, 2024
AP, University, Learning, Achievement Medal, Cambridge Assessment International Education, International, International Baccalaureate, Education, School, Ageing, Ultra, Social responsibility, Student, UHNW, IB, Curriculum, Social skills, Advanced Placement, Tutoring

OXFORD, England, April 9, 2024 /PRNewswire/ -- The world is more interconnected than ever, and Ultra-High-Net-Worth (UHNW) families are setting their sights on education systems that offer more than just traditional learning.

Key Points: 
  • UHNW families often prioritise education curricula that offer flexibility, high academic standards, and global recognition.
  • International General Certificate of Secondary Education (IGCSE): The IGCSE is a globally recognised qualification offered by Cambridge Assessment International Education and other examination boards.
  • Recognising the limitations of traditional schooling in meeting the dynamic needs of UHNW families, Tutors International provides a flexible alternative through private home tutoring.
  • With a network of highly qualified private tutors, Tutors International ensures a seamless educational experience that is both academically rigorous and globally oriented.

Tutors International Reveals the Most Popular Educational Curricula for UHNW Families Embracing Global Education

Retrieved on: 
Tuesday, April 9, 2024
AP, University, Learning, Achievement Medal, Cambridge Assessment International Education, International, International Baccalaureate, Education, School, Ageing, Ultra, Social responsibility, Student, UHNW, IB, Curriculum, Social skills, Advanced Placement, Tutoring

OXFORD, England, April 9, 2024 /PRNewswire/ -- The world is more interconnected than ever, and Ultra-High-Net-Worth (UHNW) families are setting their sights on education systems that offer more than just traditional learning.

Key Points: 
  • UHNW families often prioritise education curricula that offer flexibility, high academic standards, and global recognition.
  • International General Certificate of Secondary Education (IGCSE): The IGCSE is a globally recognised qualification offered by Cambridge Assessment International Education and other examination boards.
  • Recognising the limitations of traditional schooling in meeting the dynamic needs of UHNW families, Tutors International provides a flexible alternative through private home tutoring.
  • With a network of highly qualified private tutors, Tutors International ensures a seamless educational experience that is both academically rigorous and globally oriented.

Cerity Partners Announces Combination with Agility to Offer Outsourced Chief Investment Officer Capability

Retrieved on: 
Monday, April 8, 2024
Element, CIO, Organization, Growth, Partnership, Research, Perella Weinberg Partners, UHNW, Willkie Farr & Gallagher, Management

NEW YORK, April 8, 2024 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is combining with Denver-based Agility, a provider of outsourced chief investment officer ("OCIO") solutions for endowments, foundations, family offices, corporations, healthcare organizations, and other clientele. Upon closing, Agility will form Cerity Partners OCIO.

Key Points: 
  • The addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, UHNW individuals, and family offices.
  • NEW YORK, April 8, 2024 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is combining with Denver-based Agility, a provider of outsourced chief investment officer ("OCIO") solutions for endowments, foundations, family offices, corporations, healthcare organizations, and other clientele.
  • Agility's investment team will establish an OCIO investment committee within Cerity Partners.
  • Broadhaven Capital Partners served as financial advisor and Willkie Farr & Gallagher LLP served as legal advisor to Cerity Partners.

AlTi Tiedemann Global Announces Acquisition of East End Advisors Following Strategic Investment

Retrieved on: 
Monday, April 1, 2024
Asset Management, Professional Services, Finance, Constellation, Common stock, Acquisition, Allianz, Investment, AUM, UHNW, Joel Tobeck, Ecosystem

AlTi Global, Inc. (NASDAQ: ALTI), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, announces the acquisition of East End Advisors, an independent advisory firm with assets under management (AUM) of approximately $5.6 billion, offering customized portfolio management and investment services to a select group of UHNW families and foundations.

Key Points: 
  • AlTi Global, Inc. (NASDAQ: ALTI), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, announces the acquisition of East End Advisors, an independent advisory firm with assets under management (AUM) of approximately $5.6 billion, offering customized portfolio management and investment services to a select group of UHNW families and foundations.
  • Headquartered in New York, East End’s strong investment record and experienced team expand AlTi Tiedemann Global’s operations in key regions within the US and further enhance AlTi’s offering within the growing Outsourced Chief Investment Officer (OCIO) market.
  • Michael Tiedemann, Chief Executive Officer of AlTi Tiedemann Global, said:
    “We have long admired the exceptional team at East End, their investment approach, and the long-standing and trusted relationships they have with their clients.
  • Wachtell, Lipton, Rosen & Katz is serving as legal advisor to East End Advisors.

First Rate Taps Global Marketing Leader and CEO April Rudin to Join Company’s Board of Directors

Retrieved on: 
Wednesday, March 20, 2024
Software, Banking, Professional Services, Fintech, Data Management, Technology, Asset Management, Artificial Intelligence, Data Analytics, Finance, Other Technology, Consulting, Marketing, RIAS, UHNW, AI, Rate, First-rate, Management

First Rate , a global leader in providing AI reporting and compliance services for the wealth management industry, has added global marketing strategist April Rudin , CEO of The Rudin Group , to its Board of Directors.

Key Points: 
  • First Rate , a global leader in providing AI reporting and compliance services for the wealth management industry, has added global marketing strategist April Rudin , CEO of The Rudin Group , to its Board of Directors.
  • “The wealth management industry is experiencing a significant transformation, and First Rate is at the forefront of this change.
  • “First Rate has been at the forefront of wealthtech and their reputation as a world-class leader in this space speaks for itself.
  • Rudin has been disrupting the financial services marketing landscape since 2008 with the founding of The Rudin Group.

NEUBERGER BERMAN AND KEY WEALTH ANNOUNCE A PROPRIETARY CUSTOMIZED DIRECT INVESTMENT OFFERING FOR KEY PRIVATE BANK CLIENTS

Retrieved on: 
Monday, March 18, 2024
Neuberger Berman, Tax, HNW, KeyBank, SMA, UHNW, Key, NB, ETF, Financial services

CLEVELAND and NEW YORK, March 18, 2024 /PRNewswire/ -- Neuberger Berman, an employee-owned, private, independent investment manager, and Key Wealth, the wealth management business of KeyCorp (NYSE:KEY), announced the introduction of Neuberger Berman's Custom Direct Investing (NB CDI™) solution to tax optimize Key Wealth equity strategies for long-term wealth growth for Key Wealth's high net worth (HNW) and ultra-high net worth (UNHW) clients.

Key Points: 
  • The NB CDI™ platform will provide custom implementation of Key Wealth's proprietary equity strategies including Key Core Equity, Key Sustainable Equity Advantage and Key High Dividend.
  • The customization offered by NB CDI™ aims to enhance Key's existing strategies by seeking to provide clients consistent tax alpha with precise tax loss harvesting.
  • This approach is designed to not only seek to increase after-tax investment returns but also to elevate the overall client experience.
  • "We're excited to introduce Neuberger Berman's Custom Direct Investing platform as part of our proprietary equity strategies for our HNW and UHNW clients," said Jonathan Theberge, Director of Wealth Services for Key Wealth.

Ultra Wealthy Philanthropic Giving Increased 25% Between 2018 and 2022

Retrieved on: 
Thursday, March 14, 2024
Organization, Education, Growth, University, UHNW, Environment, Pharmaceutical industry

NEW YORK, March 14, 2024 /PRNewswire/ -- Today Altrata, the leader in data and insights on the wealthy and influential, released Ultra High Net Worth Philanthropy 2024. This latest global philanthropy report – the first edition published by Altrata and the seventh powered by Wealth-X data – provides unique and detailed insights on donor activity, primarily by the world's ultra high net worth (UHNW) population; those with a net worth of $30m or more. These ultra wealthy individuals account for a considerable and growing share of total individual giving.

Key Points: 
  • NEW YORK, March 14, 2024 /PRNewswire/ -- Today Altrata , the leader in data and insights on the wealthy and influential, released Ultra High Net Worth Philanthropy 2024.
  • These ultra wealthy individuals account for a considerable and growing share of total individual giving.
  • Ultra High Net Worth Philanthropy 2024 not only investigates the growth and trends of philanthropic giving by UHNW individuals around the world, but also highlights the challenges facing fundraisers and the evolving strategies they are employing to meet the needs of the current environment.
  • Ultra High Net Worth Philanthropy 2024 also leverages Altrata's Wealth-X data to identify the common characteristics of UHNW donors based on their affinity to give.

R360 Ushers in New Era of Ultra-High-Net-Worth Community with Recent Media Coverage

Retrieved on: 
Tuesday, March 12, 2024
Biotechnology, Cole, Houston Chronicle, CNBC, R360, AI, MBA, News, PMP, Publication, Investment, UHNW, Berkshire Hathaway

MIAMI, March 12, 2024 /PRNewswire/ -- R360, the foremost community for ultra-high-net-worth (UHNW) individuals, proudly announces extensive coverage of its latest insights and achievements featured in leading publications in recent months.

Key Points: 
  • MIAMI, March 12, 2024 /PRNewswire/ -- R360, the foremost community for ultra-high-net-worth (UHNW) individuals, proudly announces extensive coverage of its latest insights and achievements featured in leading publications in recent months.
  • The recent press coverage highlights R360's steadfast commitment to redefining the UHNW experience and its dedication to guiding members on the journey from prosperity to purpose.
  • Family Office Professional: Silvia Costa, the head of R360 Productions, discusses the significance of legacy films in capturing family narratives for future generations.
  • R360 remains at the forefront of ushering in a new era of the UHNW community, guiding its members towards purpose-driven prosperity and enduring legacies.

ADFO Summit Was Held Successfully on 1st of March in Abu Dhabi Setting a New Standard of Networking for Family Offices in the UAE

Retrieved on: 
Tuesday, March 5, 2024
Family, Part, Dawood Group, UHNW, Environment, Typesetting

Abu Dhabi, United Arab Emirates--(Newsfile Corp. - March 5, 2024) - The second edition of ADFO Summit was held in Abu Dhabi on Friday, first of March.

Key Points: 
  • Abu Dhabi, United Arab Emirates--(Newsfile Corp. - March 5, 2024) - The second edition of ADFO Summit was held in Abu Dhabi on Friday, first of March.
  • Fridays are an unusual day to host a business gathering in the UAE, but not for Abu Dhabi Family Office Summit, known as " ADFO Summit ".
  • Debuting in 2023, the ADFO Summit introduced a fresh paradigm for networking, curated specifically for both local and international families seeking unparalleled connectivity.
  • Following the resounding success of ADFO Summit 2.0, the team is gearing up for ADFO Summit 3.0, scheduled for May 30th & 31st.