Managers of Wealth

Silver Bridge Named as One of San Francisco's Top Wealth Advisors

Appoints New Client Advisor in Response to Growing Family Office Market

Coutts reveals how family business owners can improve the odds of successful succession

The report is based on data provided by over 300 family businesses and identifies a number of characteristics of family businesses, the issues that they are faced with and the challenges created by family involvement.

Rethinking the Wealth Management Model for Serving Asian Family Businesses

In most cases, family businesses seldom survive three generations — and firms in Asia are no different.

Europe's Family Offices Looking To Invest In Hedge Funds

Family offices in Europe have cash and are not only willing to put it in hedge funds, they’re willing to place it with smaller managers.

Former eBay family office partner behind property investment club

Under the new direct co-investing platform, Fore will find investments and carry out due diligence, as well as conduct negotiations.

Family Office Exchange Executive to Speak on the Challenges of Shared Family Wealth

Nichols, who has conducted research and written extensively on the challenges unique to business-owning families, will discuss the ownership challenges of shared family wealth in her presentation "Understanding High Net Worth Clients."

Threshold Group Creates Private Family Forum to Address the Human/Social Challenges of Wealth

The forum will be launched this fall with a private event for client families in Chicago, Illinois.

Family Offices seek to re-shape the property market

A group called FORE - Family Office Real Estate - is to launch a platform through which family offices can invest together and directly in commercial real estate.

Silver Bridge appoints family office entrepreneur

In addition to these duties, Mr. Fisher will serve as a Faculty Advisor for the Silver Bridge Institute, bringing educational content to families and family office professionals, and helping to support the expansion of the Silver Bridge Center for Family

Grosvenor plans to raise $492m to invest in Japanese real estate

The new fund will finance about half of the assets with loans, a ratio that will allow it to buy as much as 100 billion yen of properties, he said.

Al-Rajhi Group joins Pearl Initiative

The Pearl Initiative is a private sector-led, not-for-profit initiative set up in cooperation with the United Nations Office of Partnership.

UBS Sees 25 Asia Family Office Clients This Year

UBS AG’s Global Family Office division aims to begin serving 25 clients in Asia this year, with assets of at least $200 million each, Amy Lo, managing director and head of ultra-high net worth, Asia-Pacific, told journalists in Singapore today.

European family offices invest in India

Family offices in Europe are increasingly focusing on investment opportunities in India, in a bid to take advantage of the country’s rapid economic growth.

Multi-Family Office Wins PAM Award For Best Client Service

The award, which recognizes the firm's achievements in the over $2.5bn category, honors those that have successfully served high-net-worth individuals and families in an increasingly complex economic and legislative environment.

Leading family office honored by Private Asset Management

The firm received the honor during an awards ceremony on Tuesday evening in New York.

US-based wealth boutique bolsters family governance services

Reporting directly to Founder and Chief Investment Officer Kevin Harris, Day is responsible for coordinating governance efforts for client families through heir preparedness, financial literacy education, family meeting facilitation, and constitution and

Boutique equity management firm appointed by Northern Trust

"Northern Trust is a premier asset manager and we are thrilled to have earned a place on their Multi-Manager Solutions platform," said Brian Beitner

Marquee Belgian family office picks stake in Cuisine Asia

Cuisine Asia controls restaurant assets with revenue of about Rs 300 crore making it a leading player in a still emerging industry .

Rothstein Kass Family Office Group Recruits Director for Western Region

Ms. Schultz began her career at PricewaterhouseCoopers LLP, where she was a tax partner in the entertainment and media group.

SGSS Italy secures custody mandate from BSI Wealth Family ‎

SGSS was retained by BSI SIM for its recognised expertise and efficiency, in particular its ability to rationalise and optimise post-trading services related to custody and settlement, as well as for its flexibility in adapting its services to clients&rsq