Managers of Wealth

Proteus Adds Model Portfolios and Sub-Asset Class Pools to Alternative Investments Platform

Advisors and investors can use the models and pools to simplify the creation and management of diversified alternative investment portfolios.

Family Offices: Talking money with your family during Lockdown 3.0

By talking in this manner the family squabbles are less likely to arise and the business of family wealth will remain the featured event.

Cross-border trust planning: More certainty for wealthy Indian families

The tribunal case also highlights the importance of careful planning while implementing trust and asset holding structures in a transparent world where information is automatically exchanged between countries.

Family offices weathered Covid crunch but now want diversification

BlackRock’s first deep-dive into trends finds resilience as a common theme but with many looking to the future.

Only 23 per cent of family offices planning to change asset allocations despite market turbulance

Despite the initial deflationary shock to markets from the Covid-19 crisis, Family Offices are wary of the impact of the extraordinary fiscal and monetary stimulus injected into the global economy and view inflation as a significant medium-term risk.

World’s Super-Rich Families Want More Hedge Funds, Survey Finds

Family offices aim to boost allocations in wake of pandemic

Mack International shortlisted–Best Business Consulting Firm for Family Offices

This is the 9th consecutive selection of Mack International on the shortlist in the category of Best Business Consulting Firm for Family Offices.

Looking back on 2020, Timeless Investment overcame tough times and emerged to expand the Family Office despite difficulties faced

In 2020, the family office of Timeless Investment Management Co., Ltd. has continued to expand, and it has established branches in Singapore, Taiwan and Malaysia.

What Family Offices Can Learn From Pension Fund Investments

This higher allocation to public equities may have driven better returns for pension funds in recent years.

An ideal location in uncertain times for a family office

The prolonged period of inactivity has also given families the opportunity to consider difficult issues around family governance.

IQ-EQ Roundtable Insights

Over a similar time period, as family wealth has grown, so too has the job of managing those assets.

Family Office Feature: In Conversation With Matthew Braithwaite

In conversation with Matthew Braithwaite, Co-Chair of STEP’s Business Families Special Interest Group and Partner at Wedlake Bell, our UK Director, Robert Moore, discovers more about family offices and their ESG investment strategies.

The Modern Family Office: A New Kind Of Investor (That's Here To Stay)

With an average pool of assets under management between $500 million and $1 billion, family offices are sophisticated independent investment vehicles.

Why family offices must think beyond money: importance of family governance

According to family membership and research organisation Campden Wealth, in 2019 single family office numbers had increased worldwide by 38% since 2017.

Zurich family office partners with Hypothekarbank Lenzburg

The partnership will allow it to provide its own bank card.

Northern Trust Renews Partnership with Wharton Global Family Alliance

Three-year extension to include collaborative research on multi-generational families and their businesses

Why Pure Single Family Office Could Become Ultra-Exclusive

Sandaire is a top-quality family office and will clearly enhance Schroders’ abilities in this important growth area.

Why crypto is 'like Marmite' for family offices

Family offices are showing increased interest in cryptocurrencies, but for many it still remains too much of an esoteric investment.

Plan to tweak VCC framework to draw more single family offices

The VCC framework would give SFOs a number of benefits, including tax benefits and access to Singapore's double-tax treaty network.

Deloitte middle east family office survey: Positioning to thrive

The Deloitte survey finds that optimism has emerged as a dominant theme despite the ongoing challenges and risks which were identified