04/22/2013
UBS Adds To Global Family Office Team
He has 12 years' experience of providing corporate finance advice to entrepreneurs and family offices
Family Office
04/18/2013
New Family Office Launched
Announced the creation of Acadia Investment Management
04/17/2013
Rothstein Kass appoints Director of Family Office Services
Financial Services Expert Brings More Than Two Decades of Experience to Firm’s Dallas Office.
04/17/2013
Are Advisor Fees Worth It? The Family Office Debunks Another Wall Street Myth
Is money spent on professional investment advisors well spent? What is the best way to quantify the value, and what, or who, provides it?
04/08/2013
Vietnam an attractive fit for family offices
Stoops said that the Vietnamese market said was a more manageable way for family offices to access emerging markets and may even represent a better fit than investing in China.
04/07/2013
Stonehage: Over 20% of UHNW families have written constitutions
Stonehage says that more than 20 per cent of UHNW families now have written frameworks in place, compared to just a few per cent prior to the financial crisis.
04/07/2013
The House Always Wins—The Family Office Debunks Misinformation Trending in The Big Bank Game
Once it’s clear who the wealth manager is, determine who his or her clients are.
03/26/2013
Harris myCFO's Calabrese Leaves; Benevides Named President
Joe Calabrese has left as president of Harris myCFO, one of the country’s largest multi-family offices
03/26/2013
Citi Private Bank appoints Middle East family offices head
Prior to joining Citi he was Chief Executive Officer of Al-Khabeer International
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
Challenges for Family Offices: Customized Service versus Economies of Scale
Family offices in the United States steward more than $1.5 trillion in assets
03/20/2013
Management & Acquisition Firm Expands Family Office Services
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
UBS Wealth hires JP Morgan's Ward as UK family office head
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
Wealthy Individuals and Families Frequently Overpay to be Underinsured
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 Launches Thought Leadership Summit for Wealthy Families
Calamos also hosts regional Building & Preserving Wealth programs
03/07/2013
What Matters Most to Families? Financial Management Partners Changes Name to Matter Family Office
Matter Family Office advises on more than $5 billion in family assets