Managers of Wealth

Threshold Group launches new wealth management offering

Designed for Private Families in the $5-50 Million Wealth Bracket

US Family Office appoints new CEO

He succeeds Maria Elena Lagomasino who has announced plans to leave the firm.

Rothstein Kass Opens Boston Office

The full Boston expansion comes shortly after a team of 16 family office professionals joined Rothstein Kass from Boston-based JDJ Associates in late July.

Fairfax family office Cambooya Services appoints new CEO

She has additionally taken the role of CEO for the Vincent Fairfax Family Foundation, vacated when Dr. Sue-Anne Wallace retired earlier this year.

First Middle East Philanthropy Awards launched

The Arab region of the Middle East is now an acknowledged centre of global philanthropic efforts.

FT survey says family offices favour developed world

The investing habits of traditionally secretive family offices have been revealed in a Financial Times Group report, carried out in conjunction with RDS Capital.

It’s Easier for Families to Make Money Than it is to Keep it

A new study by Saybrook University scholar Dennis Jaffe shows why – and what to do about it.

UBS WM star quits to launch Midlands multi-family office

Sorbus is targeting clients with investable assets of around £50 million

Emerging market family office joins Wigmore Association

"The growing importance of South America, and Brazil in particular, “on the world economic stage is undeniable”

US hedge fund to become a family office

The New York-based firm, which manages about $300 million (€233.3 million), is reportedly struggling to raise capital and will start returning money to its clients in October. It plans to be converted to a family office in 2013.

Holistic model: Developing world wealth drives growth sector

Think of the term “family office” and a number of images will enter your mind; oak-panelled rooms, exclusive client lists and imposing offices. But the family office has come a long way since emerging in the US during the 19th century.

Over 75 Percent of Ultra-Wealthy Estate Plans Are at Least Three Years Old - RESEARCH

Survey of Single-Family Office Executive Directors Reveals Nearly 95 Percent of Clients Have Experienced Significant Changes Since Estate Plans Were Drawn Up

Iveagh strengthens retail focus with new Board line-up

Lord Iveagh, chairman, comments on the new Board appointments: “The Guinness family is committed to offering the retail market a fund proposition of the highest integrity which reflects their own philosophy on investment, and they also recognise th

Multi-family office opens MENA office in Dubai

Previously he worked for Royal Bank of Canada in Dubai following its acquisition of Mourant Private Wealth

Family offices/foundations allocate average 21% of portfolio to hedge funds - RESEARCH

Infovest21’s family office/foundation survey explores single family office, multiple family office and foundations’ views of hedge funds and funds of funds.

Concentrated portfolios can benefit HNW

"Many high net worth (HNW) and family offices find it difficult to access international strategies which suit them, as most are designed for the institutional market and are not in the best long-term interests of private wealth holders," said P

Family Businesses prove resilient - RESEARCH

Credit Suisse Family Business Index has outperformed the market over the past 5 years by 8%

A Hot New Investing Trend Among Super Rich Families

There's a hot new trend coming out of family and wealth management offices around the country.

Family office set up by Walt Disney India to focus on early-stage firms

The family office set up by Walt Disney India chief Ronnie Screwvala, will focus more on early-stage investments in its private equity practice as it looks to back Indian entrepreneurs.

Pictet’s Khanna Says Ultra-Wealthy Moving Toward Family Offices

Anuj Khanna, Pictet & Cie.’s chief executive officer for south Asia, comments on ultra-high-net- worth individuals moving funds to family offices from private banks and disgruntled senior bankers in Asia.