08/02/2018
Based on extensive research with single-family offices, the majority of them are doing a subpar job of identifying and motivating other professionals to provide vetted introductions.
08/02/2018
Karma Network announces the launch of its exclusive investment club
07/31/2018
He is the only one working at the new firm.
07/30/2018
It is a revolution set to continue, as renewable energy technologies develop to a cost base, which is parity with fossil fuel-generating assets
07/26/2018
A spokesperson for LJ Partnership tells Asia Asset Management that Dilmun acquired the stake via an issuance of new shares in the UK firm, which is 35% owned by Hong Kong-based Peterson Group.
07/26/2018
Kamet has about 40 percent cash, versus more usual 5 percent
07/25/2018
To maintain competitive edge, family offices need a strategic vision and a keen understanding of the family's mission, values, goals.
07/24/2018
Money will be returned to investors at the end of the year
07/24/2018
In the following Q&A he explains the trends impacting family offices in the region and the unique challenges they face.
07/19/2018
A new agreement on international tax and financial information exchange aims to provide less opportunity to shelter wealth from taxation. Global wealth managers and advisors need to make sure they and their clients are in compliance.
07/17/2018
A 46% increase in investor visas last year strongly suggests that Brexit has not put the wealthy off moving to the UK.
07/17/2018
South Africa advisory firm Carrick Wealth has set up a family office to cater to the “unique needs” of ultra-high net worth individuals.
07/13/2018
Family offices have “become increasingly sophisticated and agile,” Justicz said in the memo.
07/13/2018
Survey participants reported a 13.9% average portfolio return for 2017
07/13/2018
Most family offices are growing, have an optimistic view of the economy going forward and are eager to invest abroad, according to a survey of Chilean family offices by Ameris Capital and a local media outlet.
07/12/2018
This abuse of trust and ‘product-pushing culture’ was exactly what emerged over a decade ago in the northern hemisphere following the global financial crisis.
07/11/2018
The business would represent Sturdza's fourth arm, after private banking, asset management, and investment management.
07/10/2018
Financial Poise congratulates Faculty Member Ron Diamond on Diamond Wealth Strategies’ entry into a strategic partnership with Madeira Global.
07/10/2018
As the number of family offices grows, so does their clout in venture capital.
07/10/2018
Our families will be able to count on them anytime they need help