Managers of Wealth

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

Banyan Partners Wins Private Asset Management Multi-Family Office Award

This is the first award for Banyan and the fourth consecutive client service win for the former team at Silver Bridge which was acquired by Banyan in August 2013.

Henley wins €300m of mandates for new family office venture

Private equity real estate firm Henley Investments has launched a new family office venture which will tap appetite for UK real estate from international high-net worth families.

Family offices plot overseas expansion

A growing desire to build peer networks of like-minded investors is driving family offices in Asia to branch out geographically. And their Western counterparts are doing the same.

Arne Boudewyn to Head Family Dynamics and Education for Abbot Downing

Dr. Arne Boudewyn, a veteran of Abbot Downing and Wells Fargo with more than 20 years of experience as a researcher, educator and consultant to ultra-high-net-worth families, has been named head of Family Dynamics and Education for Abbot Downing

The Global State of Family Offices

A family office is a private wealth management advisory firm that is established by an Ultra-UHNWI to manage their family's private wealth.

Global multi-family office and wealth consultancy launches advisory service on investment in art

A global multi-family office and wealth consultancy, has launched an advisory service on the purchase and maintenance of fine art collections.

Family Offices, Wealth Managers Face New and Looming Tax Changes

As tax season arrives, wealth managers and family offices throughout the U.S. find themselves grappling with how best to respond to recent and potential rule changes.

Cohen Changes SAC Name to Point72 in Family Office Shift

Steven A. Cohen , the billionaire hedge fund manager, has been in the news for a string of insider trading convictions of current or former portfolio managers at his SAC Capital Advisors.

Family offices are seizing more opportunities in middle-market M&A, so keep an eye out for them

When middle-market business owners begin looking outward for potential investors or buyers, they often limit their searches to a lineup of the usual suspects: private equity firms, venture capitalists, strategic buyers, and so forth.

Family Offices Divided on Bitcoin's Place on Risk Spectrum

Family offices are allocating money to Bitcoin from two opposing ends of the risk-return spectrum, according to the founder of a fund dedicated to the digital currency.

Private Banks Offering Best Family Office Services Announced

As private banks increasingly court the lucrative family office market, a peer-reviewed survey has ranked UBS the top provider for the lucrative customer segment.

Canada's #1 Family Office annouced

We are delighted to be recognized as the #1 Family Office in Canada once again.

Myer leads nation on family wealth front

UBS Wealth Management ranked again as the best global private bank, followed by Credit Suisse. JPMorgan was third, while Citi moved up to fourth place globally, ahead of HSBC.

Guernsey: The Changing Role Of Family Office Offshore

Lisa Vizia of Saffery Champness in Guernsey examines the changing roles of offshore family offices in Guernsey and what the implications will be.

Role of family offices in preserving & protecting private collections - RESEARCH

Many ultra-high net worth families are art lovers, own collections or actively buy and sell in the art market.