Managers of Wealth

Campden Wealth boosts Americas team

Campden Wealth has announced two strategic executive appointments in the U.S.

Michael Lee Joins Abbot Downing as Part of Chicago Office Expansion

Clients across the country have responded very favorably to Abbot Downing and we're excited to be expanding in Chicago

UBS Adds To Global Family Office Team

He has 12 years' experience of providing corporate finance advice to entrepreneurs and family offices

New Family Office Launched

Announced the creation of Acadia Investment Management

Rothstein Kass appoints Director of Family Office Services

Financial Services Expert Brings More Than Two Decades of Experience to Firm’s Dallas Office.

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?

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.

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.

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.

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

Citi Private Bank appoints Middle East family offices head

Prior to joining Citi he was Chief Executive Officer of Al-Khabeer International

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.

Stonehage recruits former Rothschild Trust chief executive

He will head of its London family office

Challenges for Family Offices: Customized Service versus Economies of Scale

Family offices in the United States steward more than $1.5 trillion in assets

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

Large US Single Family Office Chooses Dynamo

Dynamo platform is the cutting edge solution for limited partners.

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

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.

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.

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