Managers of Wealth

Chris Finlay Headlines Ivy Family Office Art Basel Forum

The Ivy Family Office Network hosted its December 2014 Family Office Outlook Forum in Miami, FL on December 1st.

Barry Diamond Headlines Ivy Family Office Art Basel Forum

The Ivy Family Office Network hosted its December 2014 Family Office and Ultra High Net Worth Outlook Forum in Miami, FL on December 1st. Barry Diamond, Chief Investment Officer of The Harrison Group, Inc., led a panel discussion on "Portfolio Alloca

Company briefs Malta’s Appeal as a multi-family office jurisdiction

CSB Advocates has contributed to the 4th Annual Maltese Wealth Management Conference that took place at the Hilton in St Julian’s. Organised by ESAFON, the event’s focus was on servicing and protecting family interests and wealth through Malt

The Coming Boom In Asian Family Offices

The creation of wealth in Asian markets is well documented; the region’s high-net-worth population has grown consistently in recent years and shows no signs of slowing.

Asian Family Offices More Self Reliant Than Originally Thought, Says Research

The impact of the global financial crisis has caused family offices to become more independent and less reliant on banks

The Coming Boom In Asian Family Offices

The lure of single- and multi-family offices among Asian ultra-wealthy families is strong and growing

3 Things Family Offices Do Better Than Pension Fund Investors

Often times, the needs of wealthy people cannot be met with a financial advisor or bank, thus the creation of the family office – a vehicle reserved to manage the financial and personal affairs of a wealthy family.

Impact Investing: A Primer for Family Offices

Impact investing enables high net worth individuals to be explicit about their shared values and to reflect them in their investment and wealth management decisions.

Multi-family office changes name and boosts team

He brings over fifteen years of experience providing counsel to families and privately-held companies invested in both public and private assets with a concentration in real estate.

An African business coming your way by David Bain

A family business from Algeria is buying up European distressed assets

London & Capital US family office AUM surges 226%

London & Capital launched its US family office back in 1989, becoming Securities and Exchange Commission (SEC) registered in 2004.

Shoosmiths offers high net worth family service with hire of regional head

He joins Shoosmiths from Aaron & Partners

How The Super-Rich Raise Capital From The Super-Rich

From single-family offices to ultra-wealthy inheritors and from the global elite to outstanding entrepreneurs, the super-rich increasingly are establishing their own investment vehicles and aggregating funds for direct investments.

Asia’s rich call in family offices to manage wealth

Entities are increasingly engaged in offering specialist services banks used to do

Family Offices Are Successful Middle-Market Investors

While some of these are “club deals,” the majority of direct investment opportunities are brought to family offices through the financial and legal professionals in their networks.

Family office of Michael Dell builds 5.5% stake in Serco

MSDC currently owns 30.6 million shares in the company, making it Serco’s sixth-largest shareholder, according to a filing made by the FTSE 250-quoted firm with the London Stock Exchange.

Expansion of family-office industry leads to blurring of distinctions

Here’s a question: what is a family office anyway?

Multiple-client deals at a premium but one size does not fit all

In the years since, finding and managing these deals has become a core function of many family offices.

Asia-Pac family offices underperform European, American peers

Family offices in Asia-Pacific did poorer than their European and North American counterparts over the last 12 months