04/13/2022
This strategic acquisition serves to further strengthen Apex’s offering for clients in the US market and enhances its ability to offer a comprehensive and high-quality service to clients of all sizes, delivered by local market experts.
04/12/2022
The company has revamped the platform it uses for hedge fund clients for the family office unit.
04/08/2022
According to RBC Wealth Management’s Family Office Report, in 2021, the total global family office AuM is estimated at upwards of $424bn.
04/08/2022
The Key players profiled in the report include BlackRock, Vanguard Group, UBS Group, State Street Global, Fidelity Investments.
04/08/2022
The bank is also working on a matchmaking platform where start-ups can raise funds directly with the bank, tapping capital from family offices and other ultra-high net worth clients.
04/05/2022
Environmental, social and governance (“ESG”) considerations are racing up the agenda for asset managers and corporates alike - and Family Offices are no exception.
04/05/2022
It plans to expand its offering to Apac high net worth investors and family offices.
03/31/2022
Singapore has one of the most competitive tax regimes internationally with relatively lower tax rates compared to other countries.
03/29/2022
First-of-Its-Kind Company Helps Clients Protect, Grow, and Manage Their Businesses and Most Valuable Assets
03/28/2022
These resources may not be readily available to members who seek to expand their wealth and ventures.
03/23/2022
Goldman Sachs financing boss joins client’s family office
Goldman Sachs - and Champion - have been heavily involved in financing ATI Global in the past decade, most recently arranging a $1 billion refinancing.
03/22/2022
Germany’s biggest bank was also among the lenders to the family office whose collapse left rivals with $10bn in losses
03/18/2022
Only 34 percent of US family businesses have a “robust, documented and communicated” succession plan in place.
03/17/2022
Three people will service the needs of Swiss family offices.
03/16/2022
Pitcairn Expands Innovative Family Office Strategy
Wealth management veteran to bring new levels of personalized service to one of America's fastest growing wealth markets
03/15/2022
Often, priorities overlap, and we hear the same themes repeated time and time again in various iterations.
03/15/2022
Company Wins Top Award for Best Partnership Accounting System and Is Honored in the Best Family Office Service Provider and Best Family Office Technology Platform Categories
03/14/2022
These emerging investors are more discerning and require digital solutions to cater to their fast-paced lifestyle.
03/14/2022
More than three-quarters of family offices are invested in cryptocurrencies or planning to do so, according to BNY Mellon Wealth Management.
03/11/2022
To mark International Women’s Day this week ZEDRA’s Wendy Sim talks about her role in helping family home offices nurture female talent and how she sees her industry as helping to drive forward equality.