This is the title of a talk I delivered in Montreux last month to family office investors who administer the assets of wealthy families. I co-chaired the conference with the legendary Todd Benjamin, former anchorman and financial
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
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
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.
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.
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.