08/25/2015
Scepter Partners Forms Dedicated Merchant Bank for Sovereign Investors and Family Offices
The formation of Scepter’s merchant banking division creates one of the most experienced merchant banking specialists focused on family offices and sovereign wealth.
08/25/2015
Waterfield expands as Indians warm to family offices
Waterfield now has 20 staff and expects to bring in four more by March.
08/19/2015
Khosla is tapping a network of senior financiers to help build a lender that offers loans to businesses that major banks might ignore.
08/18/2015
The investment project was initiated by an Israeli investor and project developer
08/14/2015
SFOs outsource certain services
08/12/2015
A growing trend in the United States is for the family office to have very broad coverage
08/11/2015
The corporate finance side is still growing rapidly and is a lot more active than it was two years ago.
08/10/2015
The Bertelsmann family will be represented by Brigitte Mohn who sits on the Bertelsmann board
08/05/2015
Chinese magnates are setting up firms to help manage their family fortune and pass it down to their children and relatives
07/30/2015
His primary responsibility will be to raise the group’s profile within the Iberian Peninsula and Latin America markets.
07/29/2015
Family Office Increases Resources To Serve International Families
07/29/2015
The deal underlines the growing importance of being able to target individual investors – for now the wealthy, but eventually also mass market retail investors.
07/26/2015
After attending a recent conference where experts discussed prevalent issues family offices struggle with in terms of their investment management activities, it struck me that there is a certain disconnect in the communications aimed towards and emanating
07/24/2015
While most wealth managers, private bankers and other research aptly provide statistics on number of UHNW and capital value, FEW have actual insight on how wealth is internally managed, who the trusted advisors of choice are, and how to work with these fa
07/21/2015
He has accepted a similar deputy CIO-level role with the Fisher Group, a family office supporting the investment activities of the extended Max M. and Marjorie S. Fisher family.
07/21/2015
Will take over as president in September, according to two people with knowledge of the matter who asked not to be named because the office is private.
07/20/2015
They think of themselves as Switzerland with an opinion.
07/14/2015
Why Asia’s wealthy are forming family offices earlier, and how they adapt the model to suit their needs.
07/10/2015
UK government proposals to abolish permanent non-domiciled status and reduce the status timeframe to 15 years could lead to “a mass exodus of older money”, a private client lawyer predicts.
07/09/2015
Family Office Exchange, the leading global membership organisation for family offices and their key advisors, is expanding in Australia and New Zealand and has appointed Melissa James as the Market Leader for the region.