Managers of Wealth

STP Investment Services Acquires Leading Family Office and Wealth Advisory Fintech Solution, WealthSite

The acquisition brings STP’s AUA to over $400B and will accelerate the technology roadmap of the firm’s proprietary BluePrint platform

KPMG says family offices can aid in regeneration

With business families in China being the youngest in the world, they should broaden their family offices to look beyond wealth management and take on additional functions such as governance, education and relationship management.

Valais IAM acquires family office

Privaswiss’s two-person team, Michel Horgnies and Sonia Bonvin Durret, joined Valcoris on Thursday.

Growing the Family Office Future with Talent and Compensation

Egon Zehnder held a round table where these new hurdles were discussed, and we were able to gain insights into how family offices are growing in the modern market.

Family Offices Are Being Asked To Target Deforestation

Global Canopy’s deforestation-free investment mandate is the latest guidance provided by the organization

Citi Sees Family Offices Swarming Bond Market and Fueling Rally

Bonds ‘deserve immediate attention’ as a ‘mild’ recession is expected next year, Citi Global Wealth said in a new report.

Ocorian wins Best Family Office Governance in Channel Islands

Ocorian was awarded the ‘Best Family Office Governance’ award at the event, which celebrated the brightest and best among the Channel Islands’ world-renowned wealth management industry.

Booming Chinese family offices recruit top bankers in Singapore

Financial institutions expect to lose ‘whole teams’ to private funds that will increasingly resemble hedge funds

Stanhope Capital extends its reach with Arche Associates merger

Combining Stanhope Capital and the Luxembourg-based Arche Associates will allow clients of both companies to benefit from an “enhanced global investment team” with capabilities covering equities, fixed-income, hedge funds, private equity and r

Raffles Family Office Adds Crypto, PE Experts

Based in Singapore, she will work closely with Revo chief executive Ray Tam.

Super-wealthy look to private equity to help weather the storm

Family offices have weathered the pandemic by allocating more to the buyout and venture capital industries, writes Rob Csernyik

How to Run A Family Office Like An Agnelli

But a month of scandal involving relatives is a reminder how blood ties can still be wildly disruptive in even the most professionalized of hereditary businesses.

SS&C Acquires Complete Financial Ops, Inc.

The acquisition supports SS&C's position as the leading fund administrator, adding 25 clients and eight employees.

David Bonderman’s family office is opening up to world’s rich

Wildcat Capital Management is starting to build a fund of roughly US$500 million with contributions from a small group of wealthy individuals and family offices

Real estate market under the spell of the National Bank

The previously overheated Swiss real estate market definitely seems to be cooling down.

David Bonderman’s Family Office Is Opening Up to World’s Rich

Wildcat Capital is looking to raise a fund of about $500 million with contributions from a small group of wealthy individuals and other family offices.

Asia-Pacific Family Office Report: Inflation impact forces a focus on alternative investments, real estate and equities

In turn, while family offices are more careful about de-risking their portfolios this year, they are also likely to maintain a reasonable level of growth-oriented investments and to be on the lookout for opportunistic deals.

Nearly All APAC Family Offices Name Inflation as Top Concern

On sustainability, family offices are expected to increase investments in green tech, digital transformation, AI, biotech and healthcare.

North America's family offices saw their wealth rise in 2021

Pandemic and other challenges didn't dent industry's wealth-building efforts

What’s Driving Family Offices More Toward Private Markets?

Looking to hedge against high inflation, private equity strategies are attractive in multiple regards.