12/17/2015
HazelTree and Goldman Sachs AM Announce Strategic Partnership
Rules-based “sweep” developed in response to banks’ compliance with Basel III guidelines
Family Office
12/14/2015
Family Business Act presented in Dubai
The event was attended by over 200 family business principals, entrepreneurs and family office executives in the region and dealt primarily with wealth management issues across the UAE and beyond.
12/14/2015
Italian multi-family office appoints ex-Jupiter director as chairman
He has a long career in asset management and alternatives and more recently in advising family offices in the US and the UK, has been CEO of Pioneer Investment Management SgR, CEO International and Vice Chairman of Pioneer UK Alternatives, alongside being
12/09/2015
Proving Worth - OppenheimerFunds and Campden Research
The first study to examine the needs and intentions of the next generation of wealthy families in North America.
12/09/2015
Smoothing out transition at GCC family businesses
Creating ‘family offices’ is now integral to the process of change
12/08/2015
Getting Seriously Wealthy By Selling A Family Office Or Business Management Accounting Practice
The key is doing a deal that is not a conventional sale of an accounting practice.
12/07/2015
Guernsey signs MoU with Asian family office body
The signing of the MoU marked the culmination of an Asia trip by a Guernsey Finance delegation, accompanied by members of the Island's finance sector, which incorporated visits to Hong Kong, Kuala Lumpur, Singapore, Beijing and Shanghai.
12/04/2015
Single-Family Offices Seek Superior Investment Performance via Private Equity
Over 90 percent of single-family offices allocate 10 percent or more to private equity via funds and direct investment
12/04/2015
Middle East family offices adopt prudent approach to wealth management
The idea of “putting everything in a box called a family office” is a relatively new phenomenon, says Sailesh Barchha, an adviser to the Kuwaiti royal family — who differ in several respects from their western counterparts.
11/30/2015
Top Family Office CEOs Earned $830,000 in 2014, Fidelity Says
CIOs, COOs also got median compensation of $500,000 or more
11/30/2015
New partnership gives family office services in Russia and abroad to Banca Intesa’s Private Banking clients
A full-service package for high net-worth individuals, assisting them with the solution of both financial and non-financial issues, not just in Russia but in all other jurisdictions where the multi-family office operates.
11/25/2015
SaaS And The Family Office: Meeting The Needs Of Next-Gen Clients And The Regulator
A cloud-based, SaaS model allows for unrivaled flexibility, automation and timeliness for a younger generation of clients who expect real-time access to their investments.
11/20/2015
Family offices flock to co-investment
If you are earning only 5 or 6% a year with an alternative product, 2 and 20 feels awfully expensive
11/19/2015
Synovus Family AM Named One of the 'Richest Family Offices'
To be included again on this list is confirmation of the deep commitment our Family Asset Management team
11/18/2015
Findex restructures service model, rebrands
The rebrand signals the formal adoption of a comprehensive service model that will see all businesses in the group
11/16/2015
Singapore’s family offices deliver higher returns than regional peers
Although Asia-Pacific family offices achieved higher returns compared with those in North America and emerging markets last year, their investment stra tegies were more cautious, focusing more on preservation and balance approaches than growth ones.
11/15/2015
Inside the Family Office: Where To Begin And What You Need To Know
A family office is dedicated to meeting a family’s personal wealth goals as it pertains to retirement, education and philanthropy
11/10/2015
Hong Kong family office investment firm buyer snaps up ‘trophy’ 18th century Wentworth Woodhouse
The identity of the Hong Kong buyer of the 18th century Yorkshire structure remains a mystery
11/10/2015
Family office hires Morgan Stanley MD as head of legal
Has continued its ongoing growth push with the bolstering of its compliance and legal capability.
11/04/2015
Book Review: The Single Family Office
He claims in person and in his book The Single Family Office that the most cost-effective way to manage your wealth is through running a family office. He specifically cites a $100 million minimum as to when a single family office makes financial sense.