02/20/2013
"The continued reliance on exceptionally talented, yet hard-to-find, client-facing personnel makes improving productivity a paramount goal for most firms."
02/17/2013
The amount of the investor redemption notices exceeds the US$1 billion figure
02/17/2013
New CIO of Bass family office named
Before joining Oak Hill in 2010, he was president and executive director at Nuveen Investments.
02/14/2013
We are proud to receive this recognition from our colleagues in the industry
02/11/2013
It was recognized for its varied services and expertise
02/10/2013
We do a lot of financial administration for families
02/07/2013
The UCITS framework presents many advantages.
02/07/2013
OpenArc Asset Management is an independent, wealth management firm addressing the investment needs of ultra high net worth individuals, families and institutions across the globe.
02/05/2013
Smith & Williamson launches dedicated website to support its family office services
Smith & Williamson’s family office service brings together expertise in three key financial components of a family’s affairs; investment management, tax and financial planning.
02/03/2013
A Guide to the Family Office Employment Market
They may not quite resemble Winston Churchill’s concept of the former Soviet Union as “a riddle, wrapped in a mystery, inside an enigma.” At the very least, however, it would very difficult to disagree with the notion that family offices
01/31/2013
Ms. Mack is highly regarded as a thought-leader, renowned speaker and wealth-management industry event chairperson who is frequently invited to present at influential family office forums, conferences and private events all over the world.
01/22/2013
The UBS Global Family Office was launched in Europe and the Asia-Pacific region in January 2011 and currently manages more than USD 50 billion in assets.
01/17/2013
The Family Wealth Sustainability Toolkit is more than just a book.
01/16/2013
He has extensive experience working with family offices and wealth advisors. Since 1999, he has operated his own consultancy helping families set up and recruit for their Family Offices.
01/16/2013
He is one of a number of star hedge fund managers who has moved away from managing assets for pension funds or wealth managers and rich individuals and switched to running his own wealth.
01/10/2013
An Interview with Author and Consultant Arthur Bavelas
01/07/2013
"The Private Banking Division at Union Center National Bank provides unparalleled personal attention and an exceptional range of products and services, such as this new partnership."
01/07/2013
"We look forward to sharing our combined global wealth and investment management experience with clients of Forbes Family Trust.”
01/07/2013
Prior to joining Athena he was head of JP Morgan’s Private Wealth Management office on New York
12/13/2012
Interest is growing among Asian families for such assets, with cities such as London proving hot destinations, something property firms are also responding to.