WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 4, 2023

INDUSTRY

Alvarium Tiedemann SPAC Lists on NASDAQ

Cartesian Growth Corporation has closed on its deal to merge with RIA Tiedemann Group and wealth and investment manager Alvarium Investments. The combined firm began trading under the ticker "ALTI."  

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INDUSTRY

Kingswood SPAC Files for Wentworth to Go Public

Recent filings with the SEC indicate that the Kingswood/Wentworth deal is on track to close early this year, despite the difficult environment for SPACs.

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RESOURCE CENTER

Wealth Management and Millennials: 6 Tips for Attracting the Next-Generation of Clients

The transition of wealth from “old-school” clientele to tech-savvy, on-demand-data-seeking Millennials requires a new and modern approach. Learn how to attract the next generation and why it's important to get in front of them now.

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REAL ESTATE

At a Time of Uncertainty, Investors in CRE Are Paying More Attention to Portfolio Diversification

Investors are feeling more cautious and stress-testing their holdings for different scenarios, industry insiders say.

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ETFS

ETF Market Expanded in 2022 Through Bear Market, But Took Hits

A tour of winners and losers among exchange traded funds in 2022.

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