Managers of Wealth

Family Office Resource Group Launches To Help RIAs With UHNW Clients

Weiner argued that firms and advisors who work with UHNW clientele need these services in their arsenal to stay competitive.

Family office gold rush in Hong Kong

This framework allows Hong Kong to exercise a high degree of autonomy while preserving its own economic, social, and common law system.

Hong Kong can’t rest on laurels once it overtakes Switzerland as top family office hub: official

Hong Kong is set to surpass Switzerland as the top wealth management hub by 2027-28, but must stay competitive, says Joseph Chan

Columbia Threadneedle partners with DBS for family office-backed hedge fund

The Seligman technology hedge fund strategy has gained traction with family offices in Asia, says Asia head Jon Allen.

Family offices: What are they are?

There are two main types of family office: single-family offices or multi-family offices which serve one or multiple families respectively.

Creating the Ideal Single-Family Office (SFO) Platform for UHNW Families in the UAE

They also opined on leveraging the maximum from the current and anticipated regulatory environment and the constantly expanding and improving wealth and professional services ecosystem.

Family office space feels the forces of expansion and change

These forces are expected to continue significantly impacting the sector’s expansion.

North American family offices navigating looming wealth transfer with ‘cautious optimism’

The coming years will see a significant shift in control within North American family offices as wealth transitions to the next generation but a report by RBC and Campden finds many remain unprepared

Banks set to prosper as Hong Kong regains top hub status with family office, fintech push

Hong Kong’s efforts to regain its top hub status will prosper lenders as opportunities abound in wealth and fintech sectors and the bay area

Family offices shift outlook from caution to optimism

For family offices, a strong 2024 financial performance and optimistic outlook signal a return to normalcy after several years of economic upheaval.

Miami Multifamily Office Acquired by Brazil’s BTG in Global Push

Firm specializes in high-net-worth clients in Central America

Family offices bet big on AI – but fail to adopt the technology in-house

Over half of family offices have built portfolio exposure to generative AI technologies, a Citi Private Bank survey reveals

Africa’s richest man, Aliko Dangote, to establish family office in Dubai

This strategic relocation reflects a broader trend among ultra-high-net-worth individuals (UHNWIs) seeking stable, low-tax jurisdictions to manage their wealth.

Family offices increase focus on governance as regulatory challenges intensify

As family offices become more professionalised, the emphasis on governance has intensified

Malaysia to offer zero tax rate for single family offices

A fund manager from a Kuala Lumpur-based asset management company argues that tax incentives alone will not be able to attract family offices into the SFZ.

How Richter’s entrepreneurial edge drives career growth and client success

He credits Richter’s two-platform model – which helps clients manage both the business and the family aspects of their enterprises – with offering a unique workplace experience.

Citi targets Swiss family offices with ‘highly beneficial’ PM licence

Laurence Mandrile-Aguirre discusses Swiss coverage of family offices following the publication of Citi’s Global Family Office 2024 Survey.

What is a Single Family Office and how does it benefit the wealthy families in Malaysia?

The minister added that this move will position Malaysia as a key player in the global financial scene.

Family office investment in real estate poised to increase

But it’s not all about megafunds—middle market funds will also soon be taking advantage of opportunities in this recovery.

Global Family Office 2024 Survey Insights

The survey was subsequently released to Citi Private Bank’s global family office clients for input.