Managers of Wealth

Transforming Traditions: Fintech and the Future of Family Offices

A comprehensive study by Deloitte estimates that, at the end of 2023, Hong Kong hosted around 2,700 single-family offices

IEQ Capital and EPIQ Capital Group Combine to Form ~$32 Billion Investment Advisor and Multi-Family Office

The transaction represents a highly synergistic and complementary partnership between two RIAs

German family office combines multi-asset funds

The abandoned AES Selekt A1 strategy was launched in 2007.

Private Credit Losing Ground in Fight for Family Office Riches

It bodes ill for direct lenders that are relying on the trillions of dollars that family offices oversee to propel the industry’s next growth phase.

Advisors offer suggestions for navigating the family office

Wealth managers weigh in on the pros and cons of dealing with family office managers instead of directly with clients.

Meet family-office head Ajanta Mayku

Absa Group’s family-office head said innovation in service, advice and products for its ultra-high-net-worth clients requires deep and ongoing consideration.

Family offices can be a ‘margin trap’, warns UOB’s Chew

There is a ‘lot of hype’ around the single-family office market but banks need to be selective, Chew Mun Yew, the Singaporean lender’s head of private banking says.

USS sells 6 Gracechurch Street office asset in London

The acquisition is the first deal for the partnership between Quadrant and the family office, which aims to create and manage a “portfolio of high-quality central London offices”.

Why Corporate Treasury and Family Offices Should Consider Bitcoin

Multiple reports suggest that firms such as Tesla and Microstrategy amongst others, are building portfolios with investments in Bitcoin and other crypto assets

Citi Private Bank: Family Offices Cut Cash Holdings

On an equal-weighted basis, family offices globally have allocated 22.4 percent of assets to fixed income at the end of June 2024.

Family offices in the digital age: impactful investment in innovation

The rise of virtual family offices, enhanced cybersecurity, RegTech, and AI-powered portfolio management, are testament to this shift.

Single-Family Offices, The Meaning Of Family First And Implications For Wealth Managers

While many single-family offices are high performing, meaning they can deliver exceptional value, some fall short.

Hong Kong Tycoon Adrian Cheng Expects City to Become Top Wealth Hub

City is trying to regain its stature within global finance

Family Office Portfolio Construction: Balancing Tradition And Innovation

The move towards alternatives is even more pronounced among larger American family offices.

Family offices race to professionalise services amid industry surge

Governance, management and infrastructure have all improved – but there are still challenges on the horizon

Family offices are becoming more professional, but face 10 key challenges

New research finds improved governance, management, infrastructure.

MAS taps EY to screen family office tax incentive applications

EY will check family offices for links to money laundering, terrorism financing, and other offences.

Top family office trends in 2024: A Middle East perspective

ME PoV Summer 2024 issue

New solution launched to help clients sell high-asset estates and trust-owned properties

Family offices among intended users of first-of-kind operation.

Family offices improve governance standards

Nevertheless, family offices have become more professional in their governance, management and infrastructure over the past five years.