Veteran Asset Manager Joins Alpha Capital Family Offices from Northern Trust
The Denver-based outsourced family office tapped Tom Riley to lead portfolio management as part of a growth strategy targeting bank breakaways. April 21, 2024 • Ali Hibbs Alpha Capital Family Offices, a Denver-based RIA providing outsourced family office services for about 100 families and a handful of companies on a flat-fee basis, has recruited Tom […]
Profile On Timothy Kneen
February 22nd, 2024 Timothy Kneen, CIMAPortfolio Management/Private Equity After a very short, failed golf career, Tim enjoyed a long career as a family office portfolio manager for institutions like Citi and eventually private equity. Today, Tim owns parts of several investment firms spread around the country. Beyond 40 Under 40, Tim was named the #1 […]
The Rise of Independence in Private Banking
January 2, 2024 • Russ Alan Prince Jeff Shipley is a founder, partner and consultant with Lumina Consulting, the team behind the successful launches of Private Wealth Asset Management and Fidelis Capital in 2021. Lumina aims to help create a superior client experience and deliver on the promise that private banking once made. Russ Alan Prince: Lumina […]
Why Wealth Advisors Leave the Biggest Private Banks for Small RIAs
November 07, 2023 • By John Manganaro For many years, the story about big-ticket teams of wealth advisors choosing to leave large private banking institutions tended to be about their successful courtship by other large private banks, with top advisors frequently jumping back and forth between the likes of Morgan Stanley, UBS, Wells Fargo, Goldman Sachs […]
Family Office Finds Success With Flat Fee Structure
October 16, 2023 • Karen DeMasters AC Family Office was featured in an article by Karen DeMasters focused on how financial firms structure advisory fees, particularly for high-net-worth and ultra-high-net-worth clients. The coverage examined the limitations of traditional assets-under-management (AUM) pricing, where clients are typically charged a percentage of portfolio value regardless of the actual scope or […]