08/26/2012
Her experience and customer service focus will enhance the concierge level of financial affairs coordination currently delivered by Legacy Family Office and its principal Tamara Surratt.
08/26/2012
The list was compiled through research by the Bloomberg Rankings team, and via a survey of more than 1,000 firms worldwide
08/23/2012
Johnston will assume the responsibility of leading the firm's sales efforts into the wholesale distribution channel as part of an expansion of its institutional client offering to family offices, platforms, dealer groups, and independent financial ad
08/22/2012
‘After six very happy years,’ says Andrew Rodger, head of the Stonehage Family Office Division, ‘I have decided to move on to become a partner at Cunningham Loewenstein Asset Management, also a multi-family office with a fantastic team,
08/22/2012
Yet London’s family offices, whose key exponents increasingly offer investment only, remain unconvinced of the need to advise on intellectual as well as financial assets.
08/22/2012
The firm, with $2.6 billion in assets, generally favors long/short, event-driven and longbiased managers, according to Chris Rusbuldt, principal.
08/19/2012
Black is the former chief operating officer of UBS Private Wealth Management who was sidelined during a management shuffle.
08/13/2012
A family office is a professionally run private organisation or entity that helps to administer a family’s wealth.
08/08/2012
Family office group boosts team with 16 hires
Move Reinforces Firm’s Commitment to High-Growth Family Office Market
08/06/2012
The assets that FMP supervises grew 30 percent to $2.6 billion as of Dec. 31, just behind Signature, a Norfolk, Virginia-based family office that expanded 36 percent in 2011 to $3.6 billion.
08/06/2012
Of the top 10 fastest-growing firms ranked, only HSBC Private Wealth Solutions was part of a big bank with the other nine on the list boutiques.
08/01/2012
Family Office Exchange Launches Two Major Benchmarking Projects
The New FOX MFO and Wealth Advisor Benchmarking StudyThis year FOX is adding a benchmarking study for Multi-Family Offices, wealth advisors who deliver integrated wealth advice to ultra-high net worth families.
08/01/2012
Evolution of Family-Owned Businesses in the Arab Region
Some Arab family-owned businesses have built regional and international marquee brands by adopting international best practices.
08/01/2012
Silver Bridge today announced that it has expanded its strategic philanthropy and foundation service capabilities with the appointment of Susanne Salerno to Director of Foundation Services. Over the past three years, Silver Bridge has steadily built its p
07/30/2012
US multi-client family office expands team
He comes to TAG from Palisades Hudson Financial Group, where he served as Chief Investment Officer, overseeing strategy and management of client investment portfolios and chairing the investment committee.
07/29/2012
The Flaws in an Advisor Listing for the Superrich
The Family Office Exchange, a pillar of the wealth-management industry, stumbled when naming the best advisors for great fortunes. Barron's investigates.
07/26/2012
Some people earning more than $200,000 a year also face a 3.8 percent Medicare surcharge on investment income.
07/26/2012
Generation Ys are apparently best placed to communicate with older patriarchs or matriarchs of family businesses.
07/26/2012
IVG sells Luxembourg office to Family Office
The deal represents one of the most important transactions in Luxembourg and so far represents 15% of the total market. Private investors still dominate the Luxembourg office market despite huge demand from institutional investors.
07/25/2012
Family offices need to understand market obligations and construct their technology systems and strategy accordingly.