News & Insights

These Are the Finalists for the Inaugural RIA Intel Awards

RIA Intel is pleased to announce the finalists for the inaugural RIA Intel Awards. The group is representative of a growing and innovative industry that is overflowing with talent and great minds. The volume and quality of the nominations submitted far exceeded anything we anticipated — a testament to the industry’s interest in recognizing truly distinguished...

New US Family Office Firm Is Launched

The new organization has been founded by two senior figures from the Abbot Downing business which was renamed last year by parent Wells Fargo. A new family office, taking the Callan name, has been launched by former Abbot Downing senior executives Jack Ginter and Amy Jucoski. Callan Family Office has been founded with the objective of “providing highly-customized...

Former Wells Execs Launch Independent Family Office

A pair of former Wells Fargo wealth management executives has launched a new family office. Jack Ginter and Amy Jucoski have launched Callan Family Office, which serves ultra-high-net-worth families and their foundations and endowments, the company says. Ginter, who is the former president of Wells’ family office unit Abbot Downing as well as former head of Wells Fargo Private Bank, will serve as...

Ex-Abbot Downing head launches UHNW-focused RIA

Jack Ginter is now at the helm of Callan Family Office. Former Abbot Downing head Jack Ginter has launched his own independent RIA targeting the ultra-wealthy. A Form ADV filing from late February indicates that Ginter (pictured) is the majority owner and chief executive of Callan Family Office. Callan Family Office does not list any...

Industry Leaders Launch Callan Family Office for UHNW Clientele

Fueled by innovation, research, technology, and education, Callan Family Office was created to exclusively serve the unique needs of ultra-high-net-worth families, foundations, and endowments. Philadelphia, PA—March 2, 2022— Callan® Family Office has launched with the objective of providing highly-customized solutions to meet the financial needs of ultra-high-net-worth families, foundations, and endowments. The fully independent firm,...

Wells Fargo Execs Break Away to Launch Family Office Under Callan Name

Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultra-wealthy and aims to compete with the big private banks. Jack Ginter, former president of Abbot Downing, a business of Wells Fargo, has left the wirehouse to create Callan Family Office, an independent...

Capital Markets Assumptions 2022

Each year, Callan develops long-term capital markets assumptions, detailing expected returns, standard deviations, and correlations for major asset classes. These forecasts are the cornerstone for strategic planning. This charticle summarizes key figures from Callan’s 2022-2031 capital markets assumptions.

2021 Investment Management Fee Study

Callan’s 2021 Investment Management Fee Study, our ninth examination of what institutional investors pay for asset management, provides a detailed analysis on fee levels and trends across multiple asset classes and mandate sizes, for both active and passive management. The analysis gives insight into what our institutional investor clients are actually paying (negotiated fees) versus...

2021 Private Equity Fees and Terms Study

Callan’s 2021 Private Equity Fees and Terms Study is a comprehensive update to our inaugural study conducted last year. With each year, the study’s dataset broadens, and this year we include a wider variety of general partners and strategy types. The study is intended to help institutional investors better evaluate private equity funds, serving as...

Market Pulse Fourth Quarter 2021

Private Equity Trends Third Quarter 2021

Private equity activity measures in 3Q21 backed down slightly from 2Q, although totals were still strong. The IPO market for both venture capital and buyouts showed the largest declines as public equity markets flattened in 3Q. All year-to-date (YTD) comparisons are strongly up, not surprising given that the first two quarters of 2020 experienced the...

Real Estate Indicators

The real estate market, as measured by the NCREIF Property Index, has been on an often unpredictable ride over the past 25 years, with quarterly returns peaking near 6% and falling as low as -8%. Many real estate investors were blindsided by the market collapse in 2008 and 2009. Callan’s Real Assets Consulting Group has...