09/25/2023
The bigger and more established players often even more so, which is why its interesting to see how banks respond to the evolution taking place within an increasingly important customer segment.
09/22/2023
Citi Private Bank's Hannes Hofmann tells Spear's UHNWs were keeping risk on the table as global survey reveals family offices making big shifts in asset allocation
09/18/2023
Under this partnership, BFB will leverage its extensive expertise in digital innovation to collaborate closely with The Family Office to enhance its existing digital products.
09/18/2023
The company’s expansion move comes amid the internal troubles in Hong Kong – historically a major global hub for family offices – said to have triggered a wide spread relocation move, with Dubai expected to emerge as the major gainer
09/15/2023
With the exception of Latin America – a region undergoing strong inflationary pressures – most family offices in all regions decided to increase cash allocations.
09/14/2023
Danielle has 13 years’ multi-jurisdictional experience in the finance industry.
09/13/2023
Citi Private Bank reveals top priorities for Family Offices: Preserving the value of financial assets and preparing the next generation of wealth owners
09/13/2023
Over half of the respondents, 51%, grew their exposure to fixed income over the past year due to rising interest rates.
09/12/2023
US-based Citigroup’s private bank serves over 1,600 family offices worldwide, with each having a net worth greater than US$3 billion.
09/12/2023
With troubles across their portfolios, they are scrambling to rediscover defensive income.
09/11/2023
The award recognizes Key Family Wealth's family governance framework which has helped to better prepare family members to responsibly manage generational wealth.
09/11/2023
The surge in registered family offices continues to grow, with a staggering 192 established in just the first four months of 2023.
09/08/2023
Compound, a financial and tax advisory service for tech executives, is joining Alternativ Wealth, a digital RIA, to form Compound Planning.
09/07/2023
Data from private investments can help inform their public market investment valuations.
09/05/2023
The firm has hired a BlackRock veteran to spearhead the advance.
09/04/2023
In a world where wealth generation is skyrocketing and financial needs are evolving, family offices are rapidly becoming a preferred choice for the ultra-rich looking for tailored solutions.
09/01/2023
Family offices are investing in sophisticated operational infrastructure, report says
08/30/2023
Money laundering by China-born suspects highlights risks of ballooning family offices
08/28/2023
With requirements on single family offices becoming more onerous for smaller players, a growing number are looking at joining multi-family offices or considering alternative structures to cut costs.
08/25/2023
As a result, family offices in Asia took on more risk assets with an average allocation of 39.5 percent to equities – the highest among all regions.