March 2017

Tiedemann Wealth Management Wins “Best Outsourced CIO” Award From Family Wealth Report

Tiedemann Wealth Management is proud to announce that it has been awarded “Best Outsourced CIO” by Family Wealth Report. The award was presented at the Family Wealth Report’s gala dinner held in New York City on March 2, 2017. The Family Wealth Report Awards recognize and reward those who have showed outstanding achievement, performance and innovation in the wealth management industry.

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January 2017

Michael Tiedemann featured in Avenue Magazine’s Financial Roundtable

Michael Tiedemann was recently featured in Avenue Magazine’s January 2017 issue as a participant in their financial roundtable, “The 411 on Wealth Management.” Michael and other industry wealth management experts, offered their thoughts on the aftermath of the election, best practices and where investors should invest now.

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September 2016

Jim Bertles, Managing Director, a Panelist at the Markets Group – Private Wealth Florida Forum in Palm Beach on September 26, 2016

Jim participated on a panel at the Markets Group’s Private Wealth Florida Forum regarding “Family Governance and Dynamics”, and how to manage wealth across generations. The panel focused on methods of developing and implementing a family governance structure and best practices for involving the next generation.

August 2016

July 2016

The Intended and Unintended Consequences of Post Financial Crisis Monetary Policy: TWM Hosts Private Investment Luncheon in New York on July 13, 2016 with Featured Speakers, Michael Tiedemann, Robert Hormats and William Wilby

Michael Tiedemann, Chief Executive Officer and Chief Investment Officer of Tiedemann Wealth Management and Tiedemann Investment Committee members Robert Hormats and William Wilby hosted a private luncheon at the Metropolitan Club in New York on July 13, 2016.

Bob Hormats is Vice Chairman of Kissinger Associates. He is the Former Under Secretary of State for Economic, Energy and Environmental Affairs, and Former Vice Chairman of Goldman Sachs International.

Bill Wilby is the former Head of Equities for Oppenheimer Funds, Inc., and was the Portfolio Manager of the $14 billion Oppenheimer Global Fund which was the number one Global Equity Fund in its competitive category for the 12-year period he managed the portfolio.

The discussion focused on the history of expansionary monetary policies embraced by developed economy central banks since the global financial crisis, and the impact the unprecedented magnitude and duration of such policies are having on the world’s financial markets and geo-political landscape.

May 2016

Michael Tiedemann, CEO & CIO, a Panelist at the Markets Group – Private Equity Americas Forum in New York City on May 19, 2016

Michael was a panelist on the “High Net Worth Individuals and Family Offices’ Allocations to Private Equity” panel.  As private wealth investors increasingly allocate to private equity funds, the discussion centered around the panelists’ general interest and themes associated with private equity investments.  Given the current cycle, Michael touched on the sectors TWM currently evaluates and how our Research Team sources these opportunities.

Markets Group is an New York based executive forum organizer that executes conferences in North America, South America, Europe, the Middle East, and Asia. Markets Group was recently named one of America’s 500 fastest-growing private companies by Inc. Magazine.

April 2016

Kent Insley, Managing Director and Head of Research and Manager Due Diligence, a Panelist at the Markets Group – Private Wealth U.S. Forum in New York City on April 6, 2016

Kent was a participant on the U.S. Private Wealth Leadership Roundtable, the panel discussed the private wealth industry in the U.S. What are the current trends and what services and products are attracting the most interest within the wealth management field?

Markets Group is an New York based executive forum organizer that executes conferences in North America, South America, Europe, the Middle East, and Asia. Markets Group was recently named one of America’s 500 fastest-growing private companies by Inc. Magazine.