The third annual RayLign Family Well-Being Award was presented June 12 to Iris Wagner, founder and CEO, Memoirs Productions, a Montreal-based ethical will and video biography company. [ more... ]

Wilmington Trust Corporation, the Delaware-based financial services holding company, has hired 12 corporate trust experts in its corporate client services business. The new staff members, headed by Lon LeClair, a 15-year industry veteran, specialize in providing administrative services for corporate debt issuances, corporate debt defaults, mergers and acquisitions and corporate restructurings. The other new hires are Julie Becker, Joe Clark, Peter Finkel, Frank McDonald, Tim Mowdy, Joe O’Donnell, Jeff Rose, Kristin Schillinger, Jane Schweiger, Nick Tally and Barbara Thomas. [ more... ]

Southern Trust Securities Holding Corp., has opened offices in Spain as part of a joint venture with Swiss Financial Group International Private Wealth Management (IPWM), SA.
[ more... ]

A new study of single-family offices that manage at least $100 million or more in investable assets found that most families view their SFO as mainly a private investment office.

[ more... ]

Cincinnati-based Fort Washington Capital Partners Group, the private equity division of Fort Washington Investment Advisors Inc., has promoted Mary Ann Griffin to senior investment manager. She is responsible for leading due diligence on private equity funds and relationships with fund general partners. [ more... ]

Maybe it’s because work is more rewarding when you own a business. Or maybe it’s more difficult to walk away when you own the company.
[ more... ]

Jersey City, N.J.-based Pershing Advisor Solutions LLC has established a business relationship with the family office of the Bin Zayed Group, headquartered in Dubai and a conglomerate with business interests worldwide.
[ more... ]

New York City-based Citi Global Wealth Management has agreed to acquire the overlay and implementation business of Legg Mason Private Portfolio Group, which includes its separately managed account trading and technology platform.
[ more... ]

LPL Financial has appointed Christopher Poch, 46, as executive vice president, wealth management, and chief executive officer of The Private Trust Company. Based in Boston, Poch is responsible for overseeing the development and expansion of LPL Financial’s wealth management capabilities. Poch joins LPL from Smith Barney/Citigroup, where he spent nearly 25 years in various executive positions, most recently serving as managing director of Smith Barney’s Private Wealth Management unit.
[ more... ]

The Wealth Advisor Institute is sponsoring the Wealth Advisor Summit, a conference for advisors, accountants, attorneys, estate planners, insurance professionals and tax planners who serve affluent clients. The two-day conference will be held March 18-19 at the Balboa Bay Club and Resort in Newport Beach, Calif., and will offer sessions on topics of interest to wealth advisors. [ more... ]