09/29/2013
Managing mega-wealth, family style
Family offices to manage fortunes are on the upswing, requiring deep pockets, experts
Family Office
09/26/2013
Family-owned wealth management firm boosts team
The breadth of her industry experience will be a tremendous asset to Threshold Group and the clients we serve
09/26/2013
Spanish family office Invivas eyes €40m in Germany after first buy
Spanish family office Invivas has made its first investment in Germany
09/17/2013
Barclays' family offices head moves on
She was hired in 2010 during Tom Kalaris’ tenure as chief executive of Barclays’ wealth unit.
09/11/2013
Brunei family office pays Standard Life £100m for London mall
In a further sign of wealthy Asian and Mid-East investors targeting prime retail in Europe’s major cities.
09/10/2013
UHNW Advisors Seek Out Advisory Firm In Search of Fee-Only Model
WE Family Offices provides retainer-based independent advisory services to clients.
09/08/2013
Multi Family Offices - Don't be Fooled
The saying goes that “when you’ve seen a family office you’ve seen just that”
09/04/2013
Family Office Exchange Introduces Wealth Advisor Council in Europe
The Wealth Advisor Council will provide advisors with a private peer group, supported by FOX research, to help guide their future growth as advisors to the high net worth market.
09/03/2013
SAC Capital explores conversion into family office
A SAC family office would likely continue the same long-short equities strategy it has embraced for two decades.
09/03/2013
FOX Offering a Series of Educational Roundtables to Business-Owning Families
Events to Address Family Engagement, Board Development and Managing Business Risk
09/02/2013
GenSpring Family Offices appoints Wealth Advisory Veteran
GenSpring is trusted by many of the world’s wealthiest families to oversee and manage important aspects of their financial lives.
08/25/2013
Smith & Williamson to Advise Members on new social network for high net worth investors
The platform will facilitate direct investments across a range of assets, including private equity, pooled investments, real estate, private equity, commodities, art and antiques.
08/22/2013
Family Offices Are Increasingly Cautious Of Hedge Funds
Accessing them. Finding substantial family offices tends to be difficult, as they generally prefer to stay under the radar.
08/21/2013
HSBC private bank boosts Swiss multi-family office team
They have joined the firm as managing directors in its multi-family office business.
08/20/2013
Secret to Wealth for Financial Elite
The multi-family office model delivers much more than the pure asset management of an independent financial advisor
08/14/2013
Hedge fund and family office middle office firms merge
Their target market is hedge funds, family offices and institutional funds.
08/05/2013
Family Offices Chasing Wealthy’s $46 Trillion in Assets
McNeill’s job is to help Ascent’s clients discover their pasts, skeletons and all, and gain perspective on their Gatsby-sized fortunes.
08/05/2013
HSBC Tops List of Biggest Family Offices
HSBC’s ultra-high net worth offering is the biggest multi family office in the world, according to Bloomberg Markets, which has produced its annual ranking of the sector.
08/05/2013
Single-Family Offices Embrace Strategic Outsourcing
Single-family offices are often expensive propositions. They’re generally very much boutique operations employing high-caliber experts in the service of the very wealthy.
08/01/2013
The New View From an Old Family
The Chief Investment Officer of the Pitcairn multifamily office in Jenkintown, Pa., viscerally understands the competitive advantage that wealthy families have in the marketplace