Managers of Wealth

Highvern shortlisted for two STEP Awards

These Awards are viewed as a hallmark of excellence and innovation amongst private client professionals worldwide.

Stonehage Fleming announces senior promotions

In the Jersey Family Office division, Ian Ferguson and Rudi Bodenstein have been promoted to Partner.

Why billionaires are setting up family offices in Singapore

In recent months, the family office of Hong Kong billionaire Li Ka-shing opened an outpost in Singapore, joining others such as Oppenheimer Generations, the family office of former De Beers chairman Nicky Oppenheimer.

The Family Office winner of Best AI Use-Case Award by World AI Show and Awards

Having recognized the importance of digitalization years ago, The Family Office embarked on a digital transformation journey in 2020.

Who budgets for Bill Gates? Here's how family offices manage money for the ultra-wealthy

Offices that advise multiple households operate much like traditional wealth management firms that serve a number of clients.

Crestbridge family office professional recognised in ‘rising stars’ list

Daniel, who was promoted to Manager at the beginning of the year, has over fifteen years’ experience in the offshore trust business and joined Crestbridge in 2017 with a private wealth and family office background.

Family offices search for alternative diversifiers as strategic shift gains momentum

UBS Global Family Office Report 2022 sees family offices reducing fixed income allocations and increasing investments in private equity, real estate, and private debt

What Is A Family Office In 2022?

Although the concept of family offices has been around since the 6th century, modern family offices are often said to have been popularized by the family of JP Morgan

Family Offices Are Easy Prey for Hackers

Many of them are having clear trouble grappling with far-reaching changes in government regulation worldwide, including tax policy, and with rising levels of geopolitical uncertainty, as evidenced by the ongoing war in Ukraine.

London-based family office opens in Madrid

Its European headquarters will be led by a former UBS executive director

A Focus on Family Offices in the Asia Pacific

The Asia-Pacific has slowly but surely become a dominant player in the race to become a leading hub for Family Offices and in this white paper

DL Holdings Acquires Family Office To Accelerate Its Growth In Asset Management

The acquisitions will also bring a strong, stable and more sustainable driving force into its Impacting Investing Strategy.

Just 1 In 5 Family Offices Are Invested In Cryptocurrency

Cryptocurrency as an asset class is extraordinarily volatile.

'We can now start talking about M&As': multi-family office receives Finma licence

Investor Gestion is based in Geneva, and is actively looking to acquire other firms.

Bringing The Family Office Framework To Business Owners And Clients Of CPAs

He works extensively with accounting firms to help them optimize their financial and personal lives of their clients.

Family offices show strong interest in alternative investments

Driven by market volatility and the search for higher yields, family offices are raising allocation to alternative assets.

Family Office Considerations Relating to Partnership Audits

Since Family Offices may be in a position of management, this is a particularly sensitive issue for family office professionals.

How single family offices are balancing tradition and transformation

The EY Single Family Office study was commissioned to get to the heart of how SFOs perceive their own capabilities, where they see growth opportunities or market challenges and how they learn from best practices

Helping The Ultra-Wealthy Establish Family Dynasties

Because of these shared moral standards and objectives, there is a solid ongoing commitment to the ultra-wealthy family.

Single family offices face ‘accelerating’ tax, regulatory and economic policy disruption

A confluence of geopolitical uncertainties, economic trends and social forces are placing Single Family Offices (SFOs) under increasing pressure, according to a new study by EY.