06/10/2024
Though cryptocurrencies account for 5% of portfolios, an allocation that would have been unthinkable a decade ago, they remain strikingly split over the role of the asset class.
06/07/2024
Anderson says that demand for multi-family offices is growing as families seek hands-on teams who can manage their wealth and business but also the intergenerational transfer of both.
06/07/2024
The deal in Michigan forms a new combined entity managing $52B in assets for high-net-worth and ultra-high-net-worth clients.
06/06/2024
It showed that operators of SFOs were grappling with the prospect of possible regulation for the sector, and eager to establish rules that could oversee and protect it.
06/04/2024
Those recognised in the list are judged on a number of factors
06/03/2024
Jadewell Family Office is still waiting on its licence from Hong Kong's Securities and Futures Commission.
05/31/2024
The idea behind conscious capitalism is that businesses should operate ethically while in pursuit of profits.
05/31/2024
Hundreds gather in Abu Dhabi to discuss the future of family funds in the Middle East, with total assets forecast to hit a half trillion dollars.
05/30/2024
The oldest bank in Romandy has long been integrated into Oddo BHF
05/28/2024
Citi's family office clients dial up risk in Q1
The US bank's single-family office clients upped equity holdings and cut cash on average in the first three months of the year.
05/23/2024
Alternative investments continue to form a significant part of portfolios providing an additional source of diversification and returns.
05/23/2024
A new report finds families underestimate risks and potential threats.
05/22/2024
Family offices are also becoming increasingly professionalized over time with more and more governance controls and processes being put in place.
05/22/2024
They also see AI as one of the most promising areas to invest in over the next two to three years, similar to their global peers
05/21/2024
The number of very well-off more than doubled over the past two decades, a JPM report finds.
05/20/2024
Most of the interest is from the bank’s clients in mainland China and Southeast Asia, but inquiries from the rest of the world are also rising
05/20/2024
The firm was also recognised for its recent tenth anniversary celebrations
05/17/2024
Key differences in wealth goals and fiduciary duties set these two popular wealth-management solutions apart.
05/17/2024
The fund is new to the market but is based on long-running investment strategies within PG3’s portfolio.
05/16/2024
The demands upon family offices have never been more intense.