07/30/2012

US multi-client family office expands team

He comes to TAG from Palisades Hudson Financial Group, where he served as Chief Investment Officer, overseeing strategy and management of client investment portfolios and chairing the investment committee.

07/26/2012

The Y factor

Generation Ys are apparently best placed to communicate with older patriarchs or matriarchs of family businesses.

07/26/2012

IVG sells Luxembourg office to Family Office

The deal represents one of the most important transactions in Luxembourg and so far represents 15% of the total market. Private investors still dominate the Luxembourg office market despite huge demand from institutional investors.

07/19/2012

Marcuard Family Office Utilizes MPI Quantitative Analytics

MPI created DSA to transcend the limitations of traditional RBSA – such as lag, overfitting, and inability to capture style drift and detect leverage – and give investors greater insight into their investment portfolios.

07/16/2012

Hyperion makes family office hire

Formerly company's equities portfolio specialist at Perpetual Investment Management, Tilston has been recruited to drive new business sales in addition to supporting the broader distribution team.

07/10/2012

Family Office Outlook 2012 - Research

Transition and Succession Planning for SFOs remains a key consideration as families cope with cost containment, scalability and sustainability.