07/04/2024
Sun Life has teamed up with medical services operators to capture high-net-worth customers, while Hang Seng Bank has added new features for its Prestige customers
07/04/2024
The dynamic demands of ultra-high-net-worth individuals (UHNWIs) have also been evolving over the last decade.
07/03/2024
Welcome to the definitive Spear's ranking of the best family business advisers, multiple family office advisers and more
07/03/2024
Given the strong interest currently, it has created a so-called ecosystem for potential high-net-worth clients around the themes of health, enhancement, and value creation.
07/02/2024
Underperformance, geopolitical risk and foreign exchange volatility sends investors seeking US large-cap stocks
06/28/2024
This is an interesting trend as mutual funds are generally looked upon as an investment avenue for retail investors
06/24/2024
Competition between Hong Kong and Singapore as the wealth hub of choice for family offices continues.
06/24/2024
‘Significant traction’ in the last six months from wealthy families in Middle East, India, Israel and other Asia markets keen on offices in Hong Kong: Family Office Association
06/21/2024
The assets family offices invest in haven’t changed much but the ways they’re investing in them have, according to BNY Mellon Wealth.
06/20/2024
Tough scrutiny, 'backlog' temporarily push some wealthy Chinese to rival hub
06/18/2024
Rapallino noted that some single FOs upscaled and “institutionalised their operations by hiring investment, due diligence, compliance and legal directors.”
06/17/2024
This is partly due to regulation, a better understanding of what’s possible, more consensus on best practices and technology playing an enabling role.
06/13/2024
At stake is a growing risk of fraud, both for some of the world’s richest families and the governments rolling out the red carpet to attract them.
06/13/2024
The firm provides high-quality financial services to a new generation of wealthy individuals and families with the goal of making wealth management more accessible.
06/12/2024
It soon became clear the “executive” had never worked for the family office directly, and had misrepresented his status.
06/12/2024
The MFO is welcoming Tamara Surratt, the founder and CEO of Legacy Family Office, which has more than $2B in AUM.
06/11/2024
Private companies are increasingly attracted to family offices as banks tighten lending and private equity firms do fewer deals.
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.