Managers of Wealth

Managing Family Reputation

Alistair Morgan explains how families manage their reputations.

Family Offices Today: Five “C” Trends

Kirby Rosplock, PhD, and Barbara Hauser summarise the key current issues.

Lunch with... Julian Sinclair of Talisman Global Asset Management

Citywire's Anna Dumas sits down with Julian Sinclair, CIO of Talisman Global Asset Management, to talk Grexit and family offices

Acorn Group sells 50% share

Acorn is a Jersey-based asset and consumer finance business with a lending book of £35.6m

KeyCorp Hires Leader for Family Wealth Management Division

Poth first worked with Key while he was with the consulting firm EY

Is Family Office Financing the Next Best Business Loan Alternative?

In 1882, John D. Rockefeller established a family office, an organization of business and financial professionals charged with managing the growing portfolio of Rockefeller family investments.

Bertarelli family office names new head of Gurnet Point Capital Fund

GPC will have an initial allocation of US$2billion of capital to invest, with a mandate to lead its global healthcare investment strategy.

Family offices becoming interested in social impact investing

Impact Investing: A Primer for Family Offices, identifies family offices as being the kind of investor most likely to be able to grow this niche sector

PwC acquires family office business

Following the acquisition he was appointed executive chairman of PwC's family, business and wealth practice in private clients.

Trust Corporation International expands management and client service teams

“The client-facing posts are newly-created and indicative of the continued success of Trust Corporation International as a business.”

Multifamily investors believe affordable is key word, even when it comes to luxury

James Nelson of Cushman & Wakefield sat down with Arik Lifshitz, from DSA Property Group, David Shorenstein, from Silver Shore Properties, and Danny Fishman from GAIA ,to discuss their current projects, their business strategy and pricing in the city.

Former Sandaire director resurfaces in California

Senior Level Additions Fuel Growth of FOX Councils and Networks

Myer family company backing start-ups through funds

MFCo chief executive Peter Hodgson, the man who oversees the Myer family’s multi-billion-dollar family office operation, is brutally honest when it comes to his credentials for picking the “disrupters’’ of the future in the world o

Multi family office appoints two new MD's

These two new appointments will strengthen our team significantly and underpin an already well-established reputation we have

GenSpring appoints wealth industry veteran

He has a long-standing history of helping families achieve their financial goals

Wealthy Families Unite at White House for Clean-Tech Push

That’s why his firm co-founded Cleantech Syndicate in 2010, a network of like-minded family offices, to find deals and share ideas. It’s expanded to a dozen families who’ve invested about $1.2 billion.

Family office names new CFO

Prior to his appointment as CFO, he has served in a variety of positions, most recently as managing director of Family Office Services.

Family Office group acquires iconic Manchester city centre investment in £16.3m deal

The site, next to the council and town hall sites, will be refurbished into high quality office space with restaurants and shops on the ground floor and will incorporate co-working space for entrepreneurs.

Officer of BNY Mellon's Investment Boutique Joins Family Wealth Advisor Team

BNY Mellon has moved a veteran of the firm's investment boutique to its wealth management unit.

Private investor buys John Gunn's family office business

Global Investment Strategy is a financial services business offering a wide range of services to institutional, family office and high net worth clients.