Managers of Wealth

Ocorian wins Best Family Office Service Provision

Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.

Zurich wealth manager joins university advisory council

Anish Wig joined Toledo Capital in 2022.

Hong Kong ideally placed to be family office hub

When looking for a friendly, experienced jurisdiction to help protect their wealth and legacies, the world’s richest need look no further than Hong Kong

Single family home market dries up

In terms of demand, which is primarily measured by the length of the advertisement, there are clear differences between German-speaking Switzerland and the rest of Switzerland.

Gautam Adani may set up family office overseas to manage ballooning wealth

The Adani family is currently talking to consultants and tax experts about the plans, the people said

North America Family Office Report 2022: Risk reduction, a focus on private equity and a move towards sustainable investing

“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.

Why are family offices in a cautious climate making the move to ‘Risky’ Digital Assets?

Considering this culture of caution, it’s perhaps surprising that a large number of family offices continue to not only invest but increase their asset allocation in digital assets, including cryptocurrencies.

Ex-Soros family office investor raising new fund

Conduit’s founder is Jack Dwyer, a dual Australian and British citizen who has worked for billionaire investor George Soros’s $35 billion family office

German Family Office Lennertz Raises Third European Private-Equity Fund-of-Funds

The firm has so far amassed nearly $20 million for the private-equity vehicle with a target of up to $50 million

Andrew Forrest’s family office coinvests with DFAT on Asian investment

The fund has not made any investments yet but is looking at several opportunities involving female-led small businesses focused on the health, education and sustainable agriculture sectors in countries including Vietnam.

Embracing private markets: Moonfare’s 2022 Family Office Survey

After a period of relative calm, many family offices now find themselves trying to realign existing portfolios while simultaneously seeking to bring the mandates of the new generation of families into reality.

Ex-Googler unveils 'family office for the world'

Arta is led by Caesar Sengupta, who spent years as a product lead at Google, in charge of things such as ChromOS and the Next Billion Users initiative.

Moonfare expands to offer investment platform for family offices

The fast-growing wealthtech already has €2bn in AUM, and is looking to grow into a new market of investors.

Thomas Ang: Pushback Against Institutionalization «Still Strong»

Wealthy Asians are renowned for hands-on, self-directed investing after many years of success in an environment of low interest rates, high economic growth and geopolitical stability.

How Family Offices Can Adapt to Shifting Client Priorities

Seventy million baby boomers are preparing to pass an estimated $15 trillion in assets to younger cohorts in the next 10 years.

Introducing Arta Finance: the digital family office for the world - using technology to unlock the financial superpowers of the ultra-wealthy.

Arta Finance has raised more than $90M from Sequoia Capital India, Ribbit Capital, Coatue Management and more than 140 angel investors to unlock the financial superpowers of the ultra-wealthy by making family office services available to everyone.

The Role Of Real Estate In A Family Office Portfolio During A Time Of Turbulence

Family offices are no strangers when it comes to bricks and mortar, and real estate truly is a staple asset class in many family office portfolios.

Lightnet Group Partners with Raffles Family Office to Expand Payment Ecosystem to Revo - Asia’s First Digital Asset-Based Multi-Family Office Platform

The partnership reaffirms Lightnet’s vision to revolutionise the payments and remittance space with next generation infrastructure and services across the entire spectrum, from the unbanked or underbanked, to wealthy individuals and family offices.

JTC Completes Acquisition of New York Private Trust Company (“NYPTC”) in Delaware

The acquisition supports JTC’s strategy to continue its growth in the US market and in particular, to develop its US domestic trust services offering in what is a large and growing market.

Cambridge Associates’ Pang: FOs can save wealth legacies

As trillions of dollars are transferred to the younger generation, family office advisers try to limit the conflict among heirs, says Cambridge Associates’ Mary Pang.