Kathmere Capital Management的动态

The 2024 Multi-Generational Wealth Management Summit The Multi-Generational Wealth Management Summit, scheduled for September 5-6, 2024, is set to redefine thought leadership and innovation in wealth continuity and financial stewardship. This prestigious event, hosted under the banner "Legacy Transformed: Mastering the Art of Multi-Generational Wealth," serves as a critical platform for the exchange of knowledge, strategies, and insights among top professionals in wealth management. At the core of the summit is a dedication to exploring the intricate dynamics of wealth transfer across generations, ensuring that wealth not only endures but also thrives through changing times. The summit offers a comprehensive platform for discussing the latest trends, technological advancements, and strategic approaches in wealth management, with a particular emphasis on leadership and ethical investment practices. Key themes of the 2024 Multi-Generational Wealth Management Summit include "The Start of the Dynasty: Protecting your wealth and passing it on for the next 100 years," "The Multi-Generational Mindset: Managing multi-generational wealth," and "The Wealth Generational Accelerator: Picking the right investment opportunities and riding the trends which will profit the next generations." The distinguished speakers at the summit include: Maxwell Nee, Co-Founder & Chairman, Family Office Insider Eva Maria Kullmann, Founder, Ancova Capital Management Ian Morley, Chairman, Wentworth Hall Consultancy Henning Stein, PhD, GCB.D Stein, Board, 1BusinessWorld Olivia Cooper, Senior Consultant, Kingsley Napley Kevin Colas, Founder, Empire Angel Collective Jay Conner, Investment Advisor, Jay Conner Marcus de Maria, Founder & Chairman, Investment Mastery Christoph Scholze, Co-Founder & CEO, fija Finance Jesse Myers, Founder & COO, Onramp Brian Cubellis, Head of Strategy & Research, Onramp Danny Baer, Director of Wealth & Asset Management, Meanwhile Stefan Lloyd, Managing Partner, Ovington Advisors Join this important event to gain invaluable insights and strategies from industry leaders who are at the forefront of multi-generational wealth management. https://lnkd.in/dxzR3a_R

Seventy2 Capital is excited to announce we have been ranked #4 on the 2025 Forbes Best-in-State Wealth Management Teams list! Read more in the press release. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams."

Today I have the honour to present you the new HBL WEALTH MANAGEMENT SERVICES, powered by Pangaea Wealth PTE. LTD. Pangaea Wealth are a licensed and regulated independent multi-family office and asset management firm serving private and institutional clients worldwide. With an extensive market knowledge and experience in both the Eastern and Western regions of the globe allow us to provide unparalleled family office services and unbiased investment advice and solutions. FAMILY OFFICE SERVICES We provide solutions customized for your family interests and plans. This involves investment portfolio management, family governance, coordination of tax, advisory, facilitation of estate planning and succession, and next generation training and development. We actively support Singapore’s Family Office initiative under the S13 schemes to help families gain a foothold in the Asian Financial Hub. WEALTH PLANNING AND STRUCTURING We take the time to understand your specific circumstances to manage your wealth seamlessly. Through our strong global partner network, we address your structural and wealth planning requirements and guide you to find the best solutions. FUND MANAGEMENT SERVICES THROUGH THE SINGAPORE VCC Pangaea Wealth coordinate the setup and manage investments of the Variable Capital Company (VCC) while leveraging on Singapore as a regional fund distribution hub with its excellent DTAs. This optimizes both the cross-border investment process and the tax ruling on the fund structure itself (conditions apply). ACCESS TO SPECIAL OPPORTUNITIES The external partners bring unique investment opportunities such as private equity placements, hedge funds, private deals, real estate transactions, mezzanine and debt investment opportunities, M&A transactions, and more. ASSET AGGREGATION Through data connectivity, they can analyse your exposure, risk and performance across multiple bank accounts and provide accurate and consolidated reports of your portfolios. PORTFOLIO MANAGEMENT Through Pangaea’s network of industry experts in the investment management, wealth planning and advisory arena in Asia and EU, we offer a variety of asset management solutions. Their unique approach enables them to capture sustainable thematic growth while not pandering to the investment flavour of the month. Providing tailored investment solutions designed to match your specific needs, risk profiles and appetites. Discretionary Management They develop and execute the investment strategy to lighten the burden of financial decision-making, freeing you to spend time on the things that matter. Advisory Services For those investors who wish to take a more active role in managing their own portfolios. DM for more information.

Magnan Family Wealth Management has been recognized by Forbes Magazine as Best-In-State Wealth Management Teams for 2025! Way to go Team! 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

Honored that our team, Knight's Pledge Wealth Management, has been named a 2025 Forbes Best-in-State Wealth Management Team!* *2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

Our team is very grateful to be recognized by Forbes as one of the Best-In-State Wealth Management Teams for 2025. We are deeply honored to receive this distinction, and I look forward to continuing to serve you with the same dedication and care that earned us this recognition. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

I am happy to share that our firm, Willamette Cascade Wealth Management, has been recognized by Forbes as one of the 2025 Best In State Wealth Management Teams. Thank you to our clients for your trust and confidence. We are committed to helping you and your families reach your financial aspirations! 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

WELLS FARGO Advisors 2024 Forbes Best-in-State Wealth Management Teams: Alberto Private Wealth Management Group of Wells Fargo Advisors We are proud to announce the Alberto Private Wealth Management Group of Wells Fargo Advisors was recognized on the 2024 Forbes Best-in-State Wealth Management Teams List. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

We are honored to announce that Pronomic Wealth Management Group of Wells Fargo Advisors has been recognized as one of the 2025 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

We are honored to announce that Pronomic Wealth Management Group of Wells Fargo Advisors has been recognized as one of the 2025 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.