07/12/2016
How to attract wealthy prospects — profitably
For wealthy prospects, for example, an adviser can explain why his or her firm can help the family achieve the purpose of their wealth.
07/12/2016
For wealthy prospects, for example, an adviser can explain why his or her firm can help the family achieve the purpose of their wealth.
07/08/2016
We are confident that there will be many marketing synergies to expand into new markets.
07/07/2016
This will build on the experience and the international presence of the Sturdza group.
07/05/2016
The firm was established in 2011
07/05/2016
Family offices need to emphasise relevance to clients to stay ahead of the game
07/04/2016
This is driving more formalized recruitment and retention strategies.
07/04/2016
Another new investor buying a stake in Tikehau Capital Advisors is French investment company FFP
06/27/2016
“Following the U.K. referendum result, we reemphasize our commitment to growing our London office as part of our international growth strategy,” they said.
06/27/2016
Wealth-X is another firm that produces such information.
06/24/2016
They are so pervasive that around 99% of all companies are part of the Mittlestand.
06/20/2016
Philippe Legrand of London and Capital Asia explains
06/16/2016
Meyer’s new firm, Silver Rock Financial LP, registered as an investment adviser with the U.S. Securities and Exchange Commission in March.
06/15/2016
The second was: "How can your family best use your decades of experience and wisdom to continue adding value to the family enterprise without undermining the autonomy of its new leaders?"
06/14/2016
Ma's net worth is estimated at $22.8 billion and Tsai's at $5.5 billion$ 7 billion.
06/10/2016
For the second consecutive year, we have been recognized as best-in-class in Canada.
06/09/2016
There is no industry standard for what range of services an MFO should offer
06/06/2016
BECO has also included ‘international VCs’. These include Tiger Global Management, Lumia and Vostok New Ventures.
06/02/2016
In catering to single-family offices, when services are properly positioned, the fees charged by accounting firms are not a problem.
05/27/2016
The research showed that the average family office spends 32% of its time on collecting, verifying, analysing and consolidating financial information; for some, this process takes up 75% of time.
05/26/2016
Wateraccess rights, sand mines in Brazil and avocado farming are all on the table as sophisticated private investors hunt for yield.