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Featured News
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Featured News
280 Results-
5 Apr, 2023
Advisor Training: Here Are Firms' Best Practices
President and CEO at Angeles Wealth Management, Jonathan Foster, recently spoke with Barron's Advisor to discuss the philosophy behind the firm's training process and how our boutique practice allows for 1-on-1 mentorship to ensure young talent...
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24 Mar, 2023
Angeles Scouts Growth, VC for PE Buildout
Angeles Investments is actively looking to deploy up to $300m in private equity, split betweenrnexternal funds and co-investments. The $6.2bn OCIO sees opportunities in growth equity and early and late-stage venture capital, CIO Michael Rosen...
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20 Mar, 2023
ESG and Tax Benefits Arent Just for the Rich Anymore
A new kind of index investing is direct indexing " a customized basket of stocks that tracks the benchmark of the investors choosing. This bespoke approach offers many benefits, including tax-loss harvesting and the ability to tailor a...
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16 Mar, 2023
Stretching Your Dollar: How to Protect Your Wealth By Setting Up a Trust
Gary Cloudman, head of fiduciary services at Angeles Wealth Management, joined Cheddar News to discuss the benefits of setting up trusts.
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24 Feb, 2023
Inflation Continues to Weigh on Institutional Investors - Angeles CIO
The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic activity, said Michael A. Rosen, co-founder, managing partner and CIO of Angeles Investments.
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23 Feb, 2023
No Pivot Is Imminent Says The Fed
The Fed has been consistent that no pivot is imminent, says Angles Investments CIO, Michael Rosen. Watch Michaels full interview with Nicole Petallides to hear his thoughts on the current market environment and the months ahead.
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15 Feb, 2023
Angeles Investments Earns B Corporation Certification
Angeles Investments, a global multi-asset investment firm and OCIO with approximately $36 billionin total assets, including $6 billion in discretionary assets under management (as of September 30, 2022), announced that it has been certified...
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18 Jan, 2023
How Direct Indexing Will Evolve In 2023
Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing will change in 2023, which he believes will greatly benefit both financial advisors and...
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12 Jan, 2023
Natural-Gas Prices Are Topsy-Turvy. Expect More Swings This Winter.
Natural gas has seen a shaky start to 2023, with U.S. prices falling to their lowest level in more than a year just halfway through the winter season, which is typically a period of high demand for the heating fuel...
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16 Dec, 2022
Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin
"The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a private wealth advisory firm in Santa Monica, California.
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8 Dec, 2022
Angeles Wealth Launches Comprehensive Mission-Related Investing Program
Angeles Wealth Management, today announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families investment and philanthropic activities and deliver bespoke solutions...
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5 Dec, 2022
Don't Give Up on Charitable Giving Just Yet
Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will dig deep because they recognize the organizations they support need them more than ever...
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23 Nov, 2022
Tough Markets, Increased Pleas For Help - Challenges For Philanthropy
Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the philanthropic space for charitable families and foundations.
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26 Oct, 2022
Why Wealth Management's Diversity Issues Go Deeper than Demographics
For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising.
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17 Oct, 2022
Angeles: ESG Is Here To Stay
Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes its here to stay. In a recent Q&A with Wealth Solutions Report, Sapna shared her thoughts the ESG movement and what comes next.
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5 Oct, 2022
'IN the Office' with Jon Foster, CEO of Angeles Wealth Management
Jon Foster of Angeles Wealth Management joins InvestmentNews anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth families build charitable legacies and maintain and pass on generational wealth.
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28 Sep, 2022
Morris Clothier appointed Managing Director, Capital Markets & Wealth Advisory
Angeles Wealth Management is pleased to announce the hiring of Morris Clothier as Managing Director, Capital Markets and Wealth Advisory.
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13 Sep, 2022
The Theory of Giving: The Why Behind Philanthropy
"For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for the sake of philanthropy... it's about aligning a foundations values with the entire picture..."
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31 Aug, 2022
High Oil Prices Offer Endowment Boost
Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil fuel holdings, our CIO Michael Rosen, told Inside Higher Ed that many universities aren't budging.
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30 Aug, 2022
Analysis: BlackRock Too Green for Texas; Rest of Wall Street Okay - For Now
Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with attacking BlackRock and the European firms, so then who is the next bogeyman you have to go after?"
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29 Aug, 2022
When Clients Think They Are Immortal: A Cautionary Tale
In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can fail to take the appropriate steps to properly pass down their assets.
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25 Aug, 2022
Visits to Taiwan Raise Chinas Ire, but Unlikely to Have Market Impact
Michael Rosen, chief investment officer at Angeles Investments, says in the near-term it's not in either country's interest to impose capital constraints or other actions detrimental to foreign investments.
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3 Aug, 2022
Don't Give Up on the 60/40 Strategy It Could be Headed for Double-Digit Returns
Last September, Michael Rosen, chief investment officer of Angeles Investments and Angeles Wealth, wrote in an op-ed for CNBC that the 60/40 portfolio has "reached its expiration date."
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26 Jul, 2022
Evaluating Client Risk: 9 Takeaways for Advisors
"I think PE funds are dangerous if clients are buying something they don't understand and will be locked up for a long time," said Jonathan Foster, CEO of Angeles Wealth Management. "They are getting the stuff that couldn't get distributed via..."
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