Private Asset Management

Firms, MFO Investment Options Vary 10/13/2009

Private banks and brokerage firms are offering similar groupings of core investments like individual securities, exchange-traded funds and mutual funds, while multi-family offices offer broader investment options, according to research from Prince & Associates.

“It’s a surprise to me to not see as much similarity across the board [with these firms] given that they’re competing for the same client,” said Hannah Shaw Grove, principal of HSGrove Private ...

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