05/08/2014
Geller & Company boosts Family Office And Wealth Advisory Business
He joins Geller & Company from Solaris Alternative Asset Management, where he was a Director responsible for business development and for providing fixed income analysis and risk management.
05/08/2014
Ian Slack and Richard Joynt speak to Hannah Downie about the changing dynamics of the single family office and multi-family office market.
05/07/2014
Family office model attractive to feuding families
Balancing the diverse needs and desires of various family members can be made significantly more difficult when large amounts of wealth are involved
04/25/2014
Family offices need to look beyond traditional asset class, professionalise management
The real challenge is to also keep the ‘family’ together in the ‘office’
04/23/2014
Our team is growing alongside this heightened demand
04/23/2014
Ten months since its launch, Crestbridge’s family office trustee business is continuing to grow with two further appointments.
04/21/2014
The family office industry continues to consolidate, as increased regulation and costs drive single-family offices into the arms of more efficient multifamily offices.
04/15/2014
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.
04/10/2014
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
04/03/2014
Industry Leaders Identify the State of the Art in Family Wealth Management
04/02/2014
Both investment offices have faced each other as competitors
03/28/2014
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.
03/25/2014
The following is a short video I just recorded in the UK on the state of the family office industry in London.
03/25/2014
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.
03/20/2014
Pioneers of Multi-family Office Sector to Create Major Combined Force
Newly appointed CEO to manage the expansion of the two firms
03/19/2014
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
03/19/2014
Several FOX Member Organizations Recognized
03/18/2014
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.
03/13/2014
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.
03/12/2014
The family office is registered with the registrar of companies as Innovations Investment Management India.