08/22/2012

Andrew Rodger Leaves Stonehage for Cunningham Loewenstein

‘After six very happy years,’ says Andrew Rodger, head of the Stonehage Family Office Division, ‘I have decided to move on to become a partner at Cunningham Loewenstein Asset Management, also a multi-family office with a fantastic team,

08/19/2012

Poacher Turned Gamekeeper

Black is the former chief operating officer of UBS Private Wealth Management who was sidelined during a management shuffle.

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.