02/20/2014
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.
02/20/2014
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
02/19/2014
A family office is a private wealth management advisory firm that is established by an Ultra-UHNWI to manage their family's private wealth.
02/19/2014
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.
02/19/2014
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.
02/17/2014
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.
02/17/2014
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.
02/14/2014
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.
02/14/2014
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.
02/13/2014
Canada's #1 Family Office annouced
We are delighted to be recognized as the #1 Family Office in Canada once again.
02/10/2014
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.
02/06/2014
Lisa Vizia of Saffery Champness in Guernsey examines the changing roles of offshore family offices in Guernsey and what the implications will be.
02/05/2014
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.
02/05/2014
Ping An’s head of overseas investment to join new family office
Ping An Asset Management’s head of overseas investment is leaving the firm to become the first CIO at Caravel Asset Management in Hong Kong, with a remit to hire.
01/30/2014
The Swiss family office asset manager Landert is further expanding into Germany
01/29/2014
Mack International nominated for Best Family Office Consulting Firm by PAM
The winners will be announced at a dinner and awards ceremony on Feb. 24
01/29/2014
Many single family offices do not have the resources to properly govern the private art collections of their clients, despite some matching those of museums in terms of complexity and scale, according to a new academic paper.
01/22/2014
GenSpring Establishes Los Angeles Family Office
Alan Bonde and Jan Vega Join GenSpring as Firm Expands Presence in California
01/22/2014
There’s a general consensus within the private wealth industry that the number of single-family offices is booming worldwide.
01/22/2014
The wealth management industry is contending with increased regulations and the often differing priorities of younger generations.