Our 2019 Season Kick Off Soirée: A Fantastic Time !   (SLIDE SHOW)

Our 2019 Season Kick Off Soirée: A Fantastic Time ! (SLIDE SHOW)

Our 2019 Season Kick-Off Soirée was incredible.  Hosted by Virgin/Brightline, guests were treated to a wide variety of delicious Hor d Oueves, drinks and ambiance.  Members and guests mingled, chatted, and forged business relationships, as well as made new friends as the evening progressed.  I heard of several intriguing financial deals in the works and the positive energy was ultra-high in the venue.

As we moved to the educational aspect of the evening, John Jannarone of IPOedge.com & CorpGov.com filled us in on his philanthropic project Take Stock In Children. It was amazing to learn about how such a small donation […] Read more

Yacht Club de Monaco Soirée With The Circle Global Family Office– Photos !!

Yacht Club de Monaco Soirée With The Circle Global Family Office– Photos !!

Our first European social held with our partner The Circle Global Family Office was a huge success!   PBHFA members mingled with the global financial elite at the ultra-exclusive Yacht Club de Monaco.

Guests were treated to the finest food & drink as The Circle’s CEO Marc Duthoit showed the group a revolutionary method to leverage their luxury assets while still enjoying their use.  It was an excellent and timely presentation for the ultra-high net worth investors and money management professionals in attendance.

We can’t wait for our first North American based social with our newest partner, The Circle Global Family Office!

 

 

 

 

[…] Read more

How Wealth Managers Are Attracting The Ultra- Rich

How Wealth Managers Are Attracting The Ultra- Rich

From Bloomberg PENTA

 

Firms ranging from UBS Global Wealth Management and Bank of America Private Bank, to smaller institutions such as U.S. Bank’s Ascent Private Capital Management and Wilmington Trust, are beefing up staff and services to focus attention on serving the country’s wealthiest.

Newer entrants are rapidly gaining assets in this ultra-wealth sector, too, by offering specialized services. Cresset Asset Management, for instance, focuses on private and direct investments for its clients, and offers their employees—and even clients—an ownership stake in the firm, according to Michael Cole, Cresset’s CEO.

A key reason banks are interested in managing money for the ultra rich […] Read more

Credit Analyst Sought To Work With A $5 Billion Advisory Firm

Credit Analyst Sought To Work With A $5 Billion Advisory Firm

Our partner/sponsor seeks a credit analyst to work with a high growth, dynamic $5 billion New York-based SEC-registered alternative investment advisory firm in an exciting part of their business, credit administration, across various debt and equity investments.

Boston Portfolio Advisors, Inc. (“BPA”) is a loan portfolio management, risk management advisory, and financial administration services firm based in Fort Lauderdale, Florida. Our rewarding and challenging work environment helps our people achieve both personal, financial, and professional fulfillment.  BPA is consistently recognized as a thought leader by our clients, in part because we give our team continuous opportunities to learn, to contribute […] Read more