07/19/2012
MPI created DSA to transcend the limitations of traditional RBSA – such as lag, overfitting, and inability to capture style drift and detect leverage – and give investors greater insight into their investment portfolios.
07/16/2012
Formerly company's equities portfolio specialist at Perpetual Investment Management, Tilston has been recruited to drive new business sales in addition to supporting the broader distribution team.
07/12/2012
Those were among the findings reported by the Advanced Planning and Family Office Practice Group at US law firm Handler Thayer LLP in their 2012 outlook.
07/12/2012
Citi Private Bank hired Lisa Maurer as its new family office group director for the Northeast region.
07/11/2012
The LWA Directory is a list of 30 firms selected by FOX based on their ability to provide integrated wealth advice to private investors with over $20 million in assets.
07/10/2012
Transition and Succession Planning for SFOs remains a key consideration as families cope with cost containment, scalability and sustainability.
07/08/2012
A FAMILY limited partnership was once a rather esoteric way for wealthy families to centralize the management of real estate and various pots of money. But this is not a normal tax year.
07/05/2012
The winners will be announced on 9 July at an awards ceremony in Amsterdam, which will be held at the Heineken Brewery, one of the Netherlands’ most iconic family businesses.
07/03/2012
An overwhelming 73 percent of these family offices said that preserving wealth was the most important aspect of managing their investments.
06/28/2012
And, while several disturbing trends facing doctors are set to continue over the next twenty years, the Physician Family Office is making the case for early planning and doing as the Rockefellers do. How is this possible when trying to with keep up with t
06/28/2012
On June 19th I took part in a panel discussion on “Investment Strategies in a Changing World” as part of the Family Investment Workshop in Zurich.
06/24/2012
Family businesses play an essential role in the health of the European economy, representing more than 60% of all European companies and accounting for 40% to 50% of employment in Europe.
06/21/2012
The study includes case studies on leading families from around the world that show the risk process and strategic planning in action.
06/21/2012
The Firm was also a finalist in several categories including MFO of the Year, MFO CEO of the Year, and MFO CIO of the Year.
06/15/2012
Singapore company registration specialist Rikvin is optimistic that the latest findings in the "Global Wealth and Family Ties" report may influence more people to create their own fortunes through setting up their own or family-run enterprises i
06/07/2012
The full list is available on at www.leadingwealthadvisors.com , part of the new, publicly accessible FOX Wealth Center website.
06/06/2012
The study found that firms are doing more to bring the client experience to life in their sales processes.
05/31/2012
The transatlantic alliance cements a five-decade acquaintance between the now ennobled Jacob Rothschild, 76, and David Rockefeller, 96, the grandson of the ruthlessly acquisitive American oilman and philanthropist John D Rockefeller.
05/30/2012
Over the course of four days, attendees participated in more than three dozen panels, speeches and breakout sessions that addressed a variety of salient issues and topics from multiple perspectives.
05/29/2012
Financial Standard has today launched FS Private Wealth: The Journal of Family Office Investment.