Browsing: private wealth

Posts Tagged ‘ private wealth ’

The Affluent Family Pro: A conversation with Stuart Lucas: wealth manager, educator, and family scion

Jan 21st, 2019 | Filed under: Newly Added, The A.I. Industry, High-net-worth investors, Institutional Asset Management, Family Offices

By Charles Skorina Stuart Lucas has double-barreled credentials as a wealth manager. He’s a Harvard MBA who worked for years with top-shelf financial firms including Wellington Management Company and Banc One (now JP Morgan Chase), where he led their Ultra HNW unit. And, he is himself an heir to familyRead More


Inside the Bubble: The Investment Habits of the Wealthy Investor

Apr 13th, 2016 | Filed under: Newly Added, High-net-worth investors, Institutional Asset Management, Family Offices

By Diane Harrison The wealthy have always worn a mantle of mystery: their gated communities, private memberships, exclusive clubs and the like emphasizing this “otherness.” Their investment management activities are no different; most high-net-worth investors employ a professional advisor to stand between them and those who clamor to serve them. YetRead More


$58 trillion: The Gift that Keeps on Giving

Jul 22nd, 2012 | Filed under: Institutional Investing

Charles Skorina looks at the state of institutional assets. Read More