04/23/2020
In this context, it is significant that family offices are spending more on family professional services, with the average spend per family office reaching US$1 million in 2019
04/21/2020
It also requires an understanding of the family office's unique purpose and decision-making drivers to determine whether alignment exists and if it does, to create sufficient value and communicate it in ways that build relationships and close deals.
04/20/2020
The end of Swiss banking secrecy has done little to dissuade the wealthiest of Germans from setting up in Switzerland.
04/19/2020
Stonehage Fleming Advisory’s clients have invested alongside leading UK impact foundation Nesta Impact Ventures, who led the round, Guinness Asset Management, and existing investor Oxford Sciences Innovation.
04/14/2020
From an investment perspective, Tiernan believes this is the moment when families assess the degree to which they were well advised in the time leading up to the market shock.
04/14/2020
Could private investors become pivotal as part of an eminent wave of “private stimulus efforts” to fight the COVID-19 crisis?
04/12/2020
The family office community will need to be more prepared than ever to handle investment-related disputes as they arise in the coming months.
04/08/2020
In addition to growth opportunities, family offices could also consider investments in stressed assets where they could find below-market valuation opportunities.
04/06/2020
In the last couple of years, the family office space in India has evolved a lot.
04/02/2020
More families in Asia are becoming conscious that the traditional private banking offering alone may not be truly aligned with the families’ long-term objectives
04/02/2020
“A family office functions like a financial concierge and can do as little or as much as our clients want.”
03/31/2020
OWL has grown successfully in recent years and has been recognised as a top Family Office Service Provider by Spears and as a top Investment Consultant by TheWealthNet.
03/27/2020
In between his two stints at Vontobel, he was head of portfolio management and research at ABN AMRO Bank
03/24/2020
This in turn provides unique values not found in traditional organisations.
03/17/2020
They offer the usual suite of services, advice on taxes, alternative investments and charitable giving with a high level of discretion and personalization.
03/16/2020
Declaration Partners registered to raise outside money for Viagogo’s deal to buy eBay’s StubHub business
03/13/2020
Kamet's Long Term Capital fund invests 60–70 percent of its portfolio in public securities, and the balance in alternatives and private investments.
03/12/2020
Envysion plans to charge fees ranging between 0.5 and 1.5 percent of assets under management with waivers for early clients.
03/10/2020
The term 'family office' often evokes images of a multi-generational family business where various family members come to work each day.
03/05/2020
When following a proactive approach, organizations can take advantage of these opportunities, however, when operating reactively, changes almost always manifest in the form of challenges.