03/04/2016
Governments’ increasing focus on tax transparency, beneficial ownership, and investment suitability are likely to see these costs rise further as families call on the services of their trusted advisers more frequently.
02/19/2016
The co-investment model works best when the head of each family is directly involved in aligning interests and providing additional support, such as sector expertise, contacts and experience.
02/18/2016
Freeman, a 25-year veteran in the wealth management industry, served most recently as Abbot Downing's MidAtlantic regional managing director.
02/18/2016
When hedge funds become family offices, except in a few cases, they are actually converting to a private investment company as money management is their only intent.
02/16/2016
The partnership will enable the firm to expand their global reach and provide clients with access to multiple HNW and commercial insurance markets here in the UK and internationally, providing unparalleled global protection for personal and business asset
02/10/2016
"People are embracing the change, and more so because traditional asset classes are not giving the returns of old," said Sanjeev Krishan, transaction services and private equity leader at PwC India.