New York-based family office Rockefeller Capital Management has announced plans to launch a new office in Los Angeles. The new location will tend to customers …
Private investment allocations on the rise by family offices
Family offices are increasing allocation to private investments, especially private equity and real estate, according to a survey by Family Office Exchange (FOX) that serves …
Citco targets institutional investors with new services
The Citco Group of Companies, a provider of asset servicing solutions, has introduced a new team that will offer recordkeeping and reporting services for institutional …
Mariner continues buying spree with SMS Capital Management acquisition
Kansas-based Mariner Wealth Advisors has agreed to purchase SMS Capital Management, a wealth manager based in Texas. The companies did not disclose the value of …
Snowden Lane Partners launches first Florida office
Wealth advisory firm Snowden Lane Partners has established its first office in Florida. Located in Coral Gables, the new location is the firm’s tenth office …