Managers of Wealth

New CIO of Bass family office named

Before joining Oak Hill in 2010, he was president and executive director at Nuveen Investments.

Market Street Trust Company Named Best Multi-Family Office for Client Service

We are proud to receive this recognition from our colleagues in the industry

Northwood Family Office recognized as best family office in Canada

It was recognized for its varied services and expertise

Family office the administrative hub of a wealthy family

We do a lot of financial administration for families

Swiss family office’s asset management arm puts money on UCITS

The UCITS framework presents many advantages.

Former Bank Hapoalim Switzerland CEO joins OpenArc AM

OpenArc Asset Management is an independent, wealth management firm addressing the investment needs of ultra high net worth individuals, families and institutions across the globe.

Smith & Williamson launches dedicated website to support its family office services

Smith & Williamson’s family office service brings together expertise in three key financial components of a family’s affairs; investment management, tax and financial planning.

A Guide to the Family Office Employment Market

They may not quite resemble Winston Churchill’s concept of the former Soviet Union as “a riddle, wrapped in a mystery, inside an enigma.” At the very least, however, it would very difficult to disagree with the notion that family offices

Mack International Nominated for Best Family Office Consulting Firm

Ms. Mack is highly regarded as a thought-leader, renowned speaker and wealth-management industry event chairperson who is frequently invited to present at influential family office forums, conferences and private events all over the world.

UBS Launches Global Family Office in the Americas

The UBS Global Family Office was launched in Europe and the Asia-Pacific region in January 2011 and currently manages more than USD 50 billion in assets.

New Family Wealth Toolkit Helps Families Maximize More Than Wealth

The Family Wealth Sustainability Toolkit is more than just a book.

Family Office Exchange appoints new CEO

He has extensive experience working with family offices and wealth advisors. Since 1999, he has operated his own consultancy helping families set up and recruit for their Family Offices.

Former hedge fund star launches family office

He is one of a number of star hedge fund managers who has moved away from managing assets for pension funds or wealth managers and rich individuals and switched to running his own wealth.

Family Office Investing During Uncertain Times

An Interview with Author and Consultant Arthur Bavelas

Center Bancorp, Inc.'s Private Banking Division Announces Strategic Partnership With Alexander, Troy & Company

"The Private Banking Division at Union Center National Bank provides unparalleled personal attention and an exceptional range of products and services, such as this new partnership."

Forbes Family Trust Forms Exclusive Strategic and Investment Advisory Partnership with LGL Partners

"We look forward to sharing our combined global wealth and investment management experience with clients of Forbes Family Trust.”

Family office opens New York branch

Prior to joining Athena he was head of JP Morgan’s Private Wealth Management office on New York

Family office advisers sign alternatives tie-up

Interest is growing among Asian families for such assets, with cities such as London proving hot destinations, something property firms are also responding to.

Fiducia eyes move to family office model

"We believe that, if a financial planner is to survive, they should really consider that."

Family office and HNW clients overlook best cash deposit rates

Geary highlights the example of UBS AG, Switzerland's largest bank. It has recently announced that it is going to charge clients for the privilege of depositing cash balances in Swiss francs.