Pitcairn

SUBSCRIBE is delighted to welcome Pitcairn to our end-to-end solution for managing alternative investments. Pitcairn is a leading multi-family office established in 1923, that manages over $9 billion in client assets for 125 families. "Partnering with SUBSCRIBE enhances our digital infrastructure, allowing us to streamline operations while maintaining the exceptional service our clients expect." Christina Maida, Investment Operations Manager at Pitcairn. In January, Pitcairn also announced the acquisition of Brightside Partners, a UHNW-focused Registered Investment Advisor (RIA) based in Baltimore, MD, that augments Pitcairn’s alternative investments platform as Brightside brings to Pitcairn a network of more than 100 asset managers and research partners across venture capital, private equity, private credit, and real estate asset classes. The installation of our alternatives operating system will allow Pitcairn to leverage digital investor onboarding, fund subscription, transfer, and redemption transactions, as well as custodian integration, automated post-trade reporting, and document centralization. Read more about this exciting partnership here: https://bit.ly/4bUuVay #privateequity #investmentmanagement #RIAs #fintech

In our latest?Market in 5 Charts?update, Chief Global Strategist Rick Pitcairn, CFA?explores how markets are reacting to new economic signals after a strong start to the year. February marked a shift in sentiment, with the S&P 500 pulling back from recent highs—what appears to be a normal correction following a momentum-driven rally. A sharp decline in the Atlanta Fed’s GDPNow forecast, driven by front-loaded imports and government spending slowdown, sparked concerns about weakening growth. Labor market cracks and a drop in government employment further underscore a possible shift in economic momentum. On the bright side, falling 10-year yields suggest inflation pressures are easing, providing some policy flexibility amid uncertainty. Meanwhile, international markets—particularly Chinese equities—have shown resilience, highlighting the value of a diversified portfolio. As volatility rises, disciplined investment strategy remains key, says Rick. While markets may recover in the coming months or face more turbulence in 2025, structured, diversified portfolios are well-positioned to navigate both scenarios. https://lnkd.in/eH4-fgcF

Our CEO Andrew Busser reflects on Pitcairn's century-long legacy and outlines his vision for the future in the latest issue of InvestmentNews. Under Andy's leadership, Pitcairn continues to embrace innovation and soar to new heights. "We have maintained discipline through investment cycles, political shifts, times of uncertainty and unrest, and more. That long-term focus has been key in earning – and continuing to earn – the trust of our clients, both decades ago and today," he says in the article. https://lnkd.in/eFaRTfht

?????????????????????????????? ???? ????????????, ??????????, ??????????, ?????? ?????? ???? ???????? ????????-???????????????? ????????????????????! Stacey Turner has been promoted to ?????????? ???????????? & ?????????????? ?????????????? (????????). In this role, Stacey will drive Pitcairn's talent strategy, shaping a culture of excellence through recruitment, talent development, leadership growth, employee engagement, total reward programs, compliance, and organizational design. Megan (Shabe) Trout, SHRM-CP has been promoted to ???????????? & ?????????????? ???????????????? ??????????????. Megan is a hands-on partner to all employees, supporting key people functions, including employee onboarding and engagement, compensation management, payroll, and benefits administration. Ethan Ebner, CFP? and Joe Whelan, CFP?, MBA have been promoted to ???????????? ???????????? ??????????????????. Through a combination of their strong financial acumen, high technical proficiency, and increasing planning knowledge, Ethan and Joe have demonstrated a strong commitment to delivering an excellent client experience.

We're Hiring!?Our firm is growing, and we have multiple openings for senior-level, mid-level, and early career candidates. The opportunities are in areas such as #CFO services, investment strategy, family wealth, SEC compliance, IT & cybersecurity.?If you're passionate about helping clients build and protect their wealth, we’d love to hear from you. Visit our website to explore opportunities and apply today! https://lnkd.in/e4Xezy5 #hiring #cpa #finance #wealthmanagement

The announcement out of China of a cheaper and more efficient AI called DeepSeek hit the markets like a thunderclap last month. The news led to a downturn in the Magnificent Seven tech stocks, which had been market leaders in 2023 and 2024. While the legitimacy of DeepSeek’s claims remains uncertain, the market response suggests a shift in leadership, says Chief Global Strategist?Rick Pitcairn, CFA?in this month’s Market in 5 Charts. https://lnkd.in/eVvv5gqN

Are you a seasoned accounting professional with a passion for working with ultra-high-net-worth families and their enterprises? Do you thrive in a high-paced environment where precision, strategy, and collaboration are key? If so, we invite you to join our team as ??????????????, ?????? ????????????????, where you’ll play a pivotal role in delivering high-touch financial services to our family office clients. This is an opportunity to elevate your accounting career while making a meaningful impact on our clients’ financial success. ?? ?????????????????? & ????????????????????: ?Bachelor’s degree in #accounting or a related field (#CPA preferred) ?5-10 years of hands-on experience in public accounting, general accounting, or a related field ?Proficiency in accounting software and financial reporting tools ?????????? ?????? ??????????: ?Analytical mindset with sharp problem-solving skills ?Highly organized, detail-oriented, and able to manage multiple priorities under deadlines ?A collaborative team player with a strong work ethic and positive attitude ? ?????????? ???? ???????? ???? ????????????? If you’re looking for a position where your financial expertise meets purpose, join us. Here’s the link to apply: https://lnkd.in/dpBvYd2D #accountingjobs #hiring #familyoffice

?? The Wigmore Association’s 2025 Capital Market Outlook is here! This is the second year that the Capital Market Outlook has been produced and we are delighted to offer unique insights from our global family office network. Some examples of takeaways, including opportunities and challenges for 2025, from our member firms include: ???Moderate global growth?– The US is expected to drive economic expansion, while Europe faces ongoing headwinds. ???China’s domestic stimulus?– Could this be a turning point? Policy support may unlock new investment potential. ???Emerging markets in flux?– A stronger US dollar poses risks, but commodity demand and structural reforms could fuel resilience. ???Shifting investment themes?– AI, energy transitions, and private markets continue to offer long-term opportunities. We extend our gratitude to all Wigmore member firms for their invaluable contributions: HQ Trust GmbH (Germany) Mutual Trust Pty Ltd (Australia) Pitcairn (United States) Promecap (Mexico) Turim (Brazil) For any further information on the Wigmore Association, you can visit our website here - https://lnkd.in/eR-pcqDg

?? ?? Ben is ready- are you? Philly pride runs deep, and we can’t wait to cheer on our home team this weekend! #GoBirds #FlyEaglesFly #SuperBowl #PhillyProud ??

Time flies! I can hardly believe it’s been three years since the publication of ?????????????? ?????? ?????????? ?????? ???????????????? ?? ????????????: ?????????????????? ???? ???????????????????? ?????????? ?????????????? ?????????????? ????????????????. Writing this book was a deeply rewarding experience, made possible by the remarkable women who shared their stories with me and my dear friend and co-author Dennis Jaffe. ? One of the most unexpected yet powerful outcomes of this project was the deep desire for connection among the women who participated. Many expressed a desire to continue the conversation—to learn from one another, share experiences, and build a trusted community. ? That’s why I’m thrilled to announce an exclusive, invitation-only retreat for women wealth owners, hosted by Pitcairn. This highly curated experience, happening March 2-4 at The Ritz-Carlton in Naples, FL, will bring together a select group of women leading their families’ legacies. With an incredible lineup of speakers, thought-provoking discussions, and meaningful peer connections, this retreat is designed for those who want to engage at the highest level. ? To learn more and to inquire about participation, you can find more details here: https://lnkd.in/gtHsMfz8