Managers of Wealth

Basi opens family office to court super rich

It will initially provide a restricted offering for 15 clients and intends to have 30 clients by the end of the year, taking on three or four more advisers.

Free Video on London Family Offices

The following is a short video I just recorded in the UK on the state of the family office industry in London.

BNY Mellon Wealth Management: Winner at Inaugural Family Wealth Report Awards.

We are proud to announce our recent naming as the top U.S. Private Bank and top Private Bank serving family offices by Family Wealth Report, a London-based publication serving the wealth management and family office industry.

Pioneers of Multi-family Office Sector to Create Major Combined Force

Newly appointed CEO to manage the expansion of the two firms

Hong Kong based wealth management and family office services firm sells interest back to the previous private owner

The firm has over 14,000 clients across Hong Kong, Taiwan, mainland China, Singapore, Australia, Malaysia, the Philippines and Indonesia

Family Office Exchange Honored for Outstanding Contribution to Wealth Management Thought Leadership

Several FOX Member Organizations Recognized

Family Offices Require Integrated Technology Partners To Effectively Manage Client Data

Integrated cloud-based platform providers can partner with family offices to gather and compile data, build customizable reports, train professionals and make families' information accessible from any location.

GenSpring expands San Francisco Family Office team with eight appointments

This marks GenSpring’s second expansion in California this year following the announcement of the founding of a family office in Los Angeles in January.

Infosys co-founder’s family office bets big on hospitality, realty biz

The family office is registered with the registrar of companies as Innovations Investment Management India.

FOX Wealth Advisor Forum to Highlight Building Sustainable Sales and Service Models for Ultra-Wealthy Clients

Family Office Exchange has announced the agenda for the 2014 Wealth Advisor Forum to be held in Chicago, April 24-25.

PAM AWARDS: Atlantic Trust Named Best Multi-Family Office Client Service and Best Private Wealth Manager New Product

These awards underscore Atlantic Trust's ongoing commitment to keep our clients' interests at the center of all we do and emphasize our unique wealth management approach based on transparency, objectivity and trust."

Family Offices Beginning to Look Beyond London for Property Deals

Trophy property prices in the British capital – those worth more than £10 million

Canada’s Family Wealth Gains Look “Fragile”

A new report shows Canadian families’ net worth gained 44.5% between 2005 and 2012, but the fact that the gain was driven largely by higher house prices points to their fragility, some analysts say.

Guinness Wealth Manager Sees Gains in Europe, Emerging Markets

Iveagh Ltd. expects European and emerging market equities to lead growth this year as the money manager for the Guinness brewing family aims for high single-digit returns

Banyan Partners Wins Private Asset Management Multi-Family Office Award

This is the first award for Banyan and the fourth consecutive client service win for the former team at Silver Bridge which was acquired by Banyan in August 2013.

Henley wins €300m of mandates for new family office venture

Private equity real estate firm Henley Investments has launched a new family office venture which will tap appetite for UK real estate from international high-net worth families.

Family offices plot overseas expansion

A growing desire to build peer networks of like-minded investors is driving family offices in Asia to branch out geographically. And their Western counterparts are doing the same.

Arne Boudewyn to Head Family Dynamics and Education for Abbot Downing

Dr. Arne Boudewyn, a veteran of Abbot Downing and Wells Fargo with more than 20 years of experience as a researcher, educator and consultant to ultra-high-net-worth families, has been named head of Family Dynamics and Education for Abbot Downing

The Global State of Family Offices

A family office is a private wealth management advisory firm that is established by an Ultra-UHNWI to manage their family's private wealth.

Global multi-family office and wealth consultancy launches advisory service on investment in art

A global multi-family office and wealth consultancy, has launched an advisory service on the purchase and maintenance of fine art collections.