Managers of Wealth

Crestbridge continues to grow family office services business

Ten months since its launch, Crestbridge’s family office trustee business is continuing to grow with two further appointments.

Family Office Boom Coming

The family office industry continues to consolidate, as increased regulation and costs drive single-family offices into the arms of more efficient multifamily offices.

GenSpring Family Offices boosts Southern Region

GenSpring Family Offices, a wealth management firm for ultra- high net worth families, has announced the addition of two Managing Directors of Client Development in the firm's South Region.

HSBC private banker quits to launch family office

Hossam Alsaady has left his role as head of the Middle East and North Africa at HSBC Private Bank in the UK to open his own wealth management boutique

Service Delivery Trumps Service Offerings as Biggest Differentiator at Leading Wealth Management Firms

Industry Leaders Identify the State of the Art in Family Wealth Management

How will the SandAire-Lord North Street tie-up work?

Both investment offices have faced each other as competitors

Basi opens family office to court super rich

It will initially provide a restricted offering for 15 clients and intends to have 30 clients by the end of the year, taking on three or four more advisers.

Free Video on London Family Offices

The following is a short video I just recorded in the UK on the state of the family office industry in London.

BNY Mellon Wealth Management: Winner at Inaugural Family Wealth Report Awards.

We are proud to announce our recent naming as the top U.S. Private Bank and top Private Bank serving family offices by Family Wealth Report, a London-based publication serving the wealth management and family office industry.

Pioneers of Multi-family Office Sector to Create Major Combined Force

Newly appointed CEO to manage the expansion of the two firms

Hong Kong based wealth management and family office services firm sells interest back to the previous private owner

The firm has over 14,000 clients across Hong Kong, Taiwan, mainland China, Singapore, Australia, Malaysia, the Philippines and Indonesia

Family Office Exchange Honored for Outstanding Contribution to Wealth Management Thought Leadership

Several FOX Member Organizations Recognized

Family Offices Require Integrated Technology Partners To Effectively Manage Client Data

Integrated cloud-based platform providers can partner with family offices to gather and compile data, build customizable reports, train professionals and make families' information accessible from any location.

GenSpring expands San Francisco Family Office team with eight appointments

This marks GenSpring’s second expansion in California this year following the announcement of the founding of a family office in Los Angeles in January.

Infosys co-founder’s family office bets big on hospitality, realty biz

The family office is registered with the registrar of companies as Innovations Investment Management India.

FOX Wealth Advisor Forum to Highlight Building Sustainable Sales and Service Models for Ultra-Wealthy Clients

Family Office Exchange has announced the agenda for the 2014 Wealth Advisor Forum to be held in Chicago, April 24-25.

PAM AWARDS: Atlantic Trust Named Best Multi-Family Office Client Service and Best Private Wealth Manager New Product

These awards underscore Atlantic Trust's ongoing commitment to keep our clients' interests at the center of all we do and emphasize our unique wealth management approach based on transparency, objectivity and trust."

Family Offices Beginning to Look Beyond London for Property Deals

Trophy property prices in the British capital – those worth more than £10 million

Canada’s Family Wealth Gains Look “Fragile”

A new report shows Canadian families’ net worth gained 44.5% between 2005 and 2012, but the fact that the gain was driven largely by higher house prices points to their fragility, some analysts say.

Guinness Wealth Manager Sees Gains in Europe, Emerging Markets

Iveagh Ltd. expects European and emerging market equities to lead growth this year as the money manager for the Guinness brewing family aims for high single-digit returns