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High-net-worth individual (HNWI) is a technical term used in the financial services industry for people who maintain liquid assets at or above a certain threshold. Typically, they are defined as holding financial assets valued over US$1 million. A secondary level, a very-high-net-worth individual (VHNWI), refers to someone with a net worth of at least US$5 million. The terminal level, an ultra-high-net-worthindividual (UHNWI), holds US$30 million in investible assets. Individuals with a net worth of over US$1 billion are considered to occupy a special bracket of the UHNWI. These thresholds are broadly used in studies of wealth inequality, government regulation, investment suitability requirements, marketing, financing standards, and general corporate strategy.
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family governance.
State Street Global Advisors (SSGA) is the investment management division of State Street Corporation founded in 1978 and the world's fourth largest asset manager, with nearly US$4.1 trillion in assets under management as of December 31, 2023. SSGA operates through State Street Global Advisors Trust Company, which is a subsidiary of State Street Bank and Trust Company.
Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under the Stifel name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.
A multi-family office (MFO) is an independent organization that supports multiple families to manage their entire wealth. Multi-family offices typically provide a variety of services including tax and estate planning, risk management, objective financial counsel, trusteeship, lifestyle management, coordination of professionals, investment advice, and philanthropic foundation management. Some multi-family offices are also known to offer personal services such as managing household staff and making travel arrangements. Because the customized services offered by a multi-family office can be costly, clients of a multi-family office typically have a net worth in excess of $50 million.
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Amundi is a French asset management company. With €2 trillion of assets under management (AUM) at the end of 2021, it is the largest asset manager in Europe and one of the 10 biggest investment managers in the world.
UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Headquartered simultaneously in Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. UBS investment bankers and private bankers are known for their strict bank–client confidentiality and culture of banking secrecy. Because of the bank's large positions in the Americas, EMEA and Asia Pacific markets, the Financial Stability Board considers it a global systemically important bank.
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DFO Management, LLC is an American family office that manages the capital of Michael Dell and his family. The firm, which is based in New York City and has offices in Santa Monica and West Palm Beach, was formed in 1998.
PJT Partners, Inc. is a global advisory-focused investment bank, founded in October 2015 as part of The Blackstone Group's spin-off of its financial and strategic advisory services businesses. The firm was founded by Paul J Taubman after his 30-year tenure at Morgan Stanley, where he served as Global Head of Mergers and Acquisitions, Global Head of Investment Banking and until the end of 2012, Co-President of the Institutional Securities Group, which included Investment Banking as well as Sales and Trading.
Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.
ICONIQ Capital, LLC is an American investment management firm headquartered in San Francisco, California. It functions as a hybrid family office providing specialized financial advisory, private equity, venture capital, real estate, and philanthropic services to its clientele. ICONIQ Capital primarily serves ultra-high-net-worth clients working in technology, high finance, and entertainment. The firm operates in-house venture capital, growth equity, and charitable giving funds for its clients.
References
- ↑ "Twins draw upon family ties to manage wealth - Boston Business Journal". Archived from the original on 2015-05-18.
- ↑ "The Adviser Center: Twin Focus Capital Partners, LLC - InvestmentNews".
- ↑ Ryan, Greg (February 5, 2019). "Boston wealth firm sees 'Opportunity' in real estate tax-relief program". www.bizjournals.com. Retrieved 2019-04-26.
- ↑ "What's the CRE Strategy for Ultra-High-Net-Worth Investors? An Investment Manager's Outlook". National Real Estate Investor. 2018-02-20. Retrieved 2018-03-01.
- ↑ Burnham, Emily (17 October 2023). "TwinFocus Appoints Former BNY Mellon CIO David Daglio as Chief Investment Officer and Global Investment Strategist". Global News Wire.
- ↑ Stupples, Ben. "'The Market is Mispricing Risks' in the U.K." (PDF). Bloomberg Markets Special Report - Family Offices. Retrieved April 26, 2019.
- ↑ "M&A wrap: TSG, NextEnergy, Tesla, GTCR, Roark, AEI". Mergers & Acquisitions. 4 February 2019. Retrieved 2019-04-26.
- ↑ "TwinFocus Expands Global Family Office Solution with M&A and Real Estate Advisory Services". www.citywealthmag.com. Retrieved 2019-04-26.
- ↑ "Paul Karger of Twin Focus Capital Partners" (PDF). Archived from the original (PDF) on 2015-05-27. Retrieved 2015-05-27.
- ↑ "Twin Focus readies China launch" (PDF). Archived from the original (PDF) on 2015-05-27. Retrieved 2015-05-27.
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