Managers of Wealth

Firms See Increasing Need to Serve Global Families

Family Office Increases Resources To Serve International Families

Individual Investors and Family Offices are The Rising Power in Private Equity

The deal underlines the growing importance of being able to target individual investors – for now the wealthy, but eventually also mass market retail investors.

7 Messages Family Offices Give Emerging Managers

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

Asia Family Offices-Investment Theses: What We Want by Catherine Shiang

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

DTE Deputy Leaves for Fisher Family Office

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.

Hedge fund Billionaire Said to Hire Ex-BofA CIO for Family Office

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.

Abbot Downing execs talk about lessons from managing family fortunes

They think of themselves as Switzerland with an opinion.

Setting Up A Family Office, Asia Style

Why Asia’s wealthy are forming family offices earlier, and how they adapt the model to suit their needs.

Non-Dom Chamge Threatens 'MassExodus', Boosts UK As Family Office Centre

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.

Family Office Exchange Expands in Australia & NZ

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.

Noah Holdings Announces New Cooperation to Build Global Family Office Solution

This cooperation will enable Noah to build a market-leading family office solution with global asset allocation capabilities for its clients, and is one of several key initiatives that Noah is taking to augment its global service platform.

Point72: “Zero thought” on SEC registration

SAC Capital - the former hedge fund in Stamford - appears to be gone for good.

Why go green investing?

Jean-Bernard Tanqueray explains the desire behind many family offices to go green.

Many Single-Family Offices Are Investing In Newer Hedge Funds And Maximizing These Relationships

Based on extensive studies with single-family offices, a solid percentage of them are capitalizing upon these scenarios faced by new hedge funds.

Managing Family Reputation

Alistair Morgan explains how families manage their reputations.

Family Offices Today: Five “C” Trends

Kirby Rosplock, PhD, and Barbara Hauser summarise the key current issues.

Lunch with... Julian Sinclair of Talisman Global Asset Management

Citywire's Anna Dumas sits down with Julian Sinclair, CIO of Talisman Global Asset Management, to talk Grexit and family offices

Acorn Group sells 50% share

Acorn is a Jersey-based asset and consumer finance business with a lending book of £35.6m

KeyCorp Hires Leader for Family Wealth Management Division

Poth first worked with Key while he was with the consulting firm EY

Is Family Office Financing the Next Best Business Loan Alternative?

In 1882, John D. Rockefeller established a family office, an organization of business and financial professionals charged with managing the growing portfolio of Rockefeller family investments.