Managers of Wealth

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

Calamos Launches Thought Leadership Summit for Wealthy Families

Calamos also hosts regional Building & Preserving Wealth programs

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

Was Juliet Right? The Family Office Reveals The Top Three Tips to Debunk Enduring Financial Myths

This naming progression has endured to fool the public for too long

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

PAM Winner - Harris myCFO Wins Best Multi-Family Office Award

"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."

Serial entrepreneur couple set up family office

Thy are the latest among first generation entrepreneurs to start a family office

PAM Winner - Pershing Named Best Multi-family Office Service Provider

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.

IMD to Launch New Executive Education Programs

These leadership-focused programs are designed to meet the ever-evolving needs of senior executives, including growing demands for insight on Asia.

Nucleus launches trusts to cater to family office trend

Firms were increasingly looking at on-platform solutions to carry out inheritance and family office planning, Nucleus said.

PAM Winner - Market Street Trust Company named 'Best Multi-Family Office--Client Service'

Market Street was selected over three other industry leaders.

PAM Winner - Pathstone Family Office Receives 2013 PAM Award for Best Multi-Family Office

The awards program recognizes investment professionals and wealth advisers

FOX Study Finds Multi-Family Offices Experiencing Solid Growth Over the Last Two Years

"The continued reliance on exceptionally talented, yet hard-to-find, client-facing personnel makes improving productivity a paramount goal for most firms."

Some HNW and family offices reassured that they will not pay for insider trading probe legal fees

The amount of the investor redemption notices exceeds the US$1 billion figure

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