03/24/2013
Ex-Morgan Stanley private banker to lead EMEA global family office group at Swiss private bank
He will take on the role within the group – a joint venture between the Swiss bank’s wealth management and investment banking businesses – on April 1.
03/24/2013
Stonehage recruits former Rothschild Trust chief executive
He will head of its London family office
03/22/2013
Family offices in the United States steward more than $1.5 trillion in assets
03/20/2013
WMA has leveraged their vast knowledge in all aspects of family office to the benefit of their clients
03/13/2013
Large US Single Family Office Chooses Dynamo
Dynamo platform is the cutting edge solution for limited partners.
03/13/2013
Family office for wealthy Russians joins ABS ranks
Red Square London, based in Pall Mall, operates a family office-style multi-disciplinary legal and business consultancy
03/13/2013
Ward, who has 22 years' experience, joins from JP Morgan where she managed the firm's global reputation risk office, a role Ward held since 2008.
03/12/2013
UK-Based Multi-Family Office Adds To Advisory Board
Mr. Munnings is an Independent Director for two of Russia’s largest companies: JSFC Sistema and JSC SUEK.
03/11/2013
Survey of 600 independent agents finds most high net worth families insured by mass-market carriers remain vulnerable to severe financial loss and overlook discounts
03/10/2013
Calamos also hosts regional Building & Preserving Wealth programs
03/07/2013
Matter Family Office advises on more than $5 billion in family assets
02/28/2013
This naming progression has endured to fool the public for too long
02/28/2013
Using Family Foundations to Attract Wealthy Clients
You’re seeing greater awareness among financial advisors on how important it is to focus on qualitative issues
02/27/2013
"The combined awards highlight the breadth and depth of our family office and advisory services, as well as our exceptional, independent investment consulting and advice made possible with our recent acquisition of CTC Consulting."
02/26/2013
Serial entrepreneur couple set up family office
Thy are the latest among first generation entrepreneurs to start a family office
02/26/2013
Selected by an independent panel of industry experts, the award honors outstanding achievement in four areas: financial progress over the course of the previous year, growth, client satisfaction and product innovation.
02/25/2013
These leadership-focused programs are designed to meet the ever-evolving needs of senior executives, including growing demands for insight on Asia.
02/25/2013
Firms were increasingly looking at on-platform solutions to carry out inheritance and family office planning, Nucleus said.
02/21/2013
PAM Winner - Market Street Trust Company named 'Best Multi-Family Office--Client Service'
Market Street was selected over three other industry leaders.
02/21/2013
The awards program recognizes investment professionals and wealth advisers