09/27/2024
The coming years will see a significant shift in control within North American family offices as wealth transitions to the next generation but a report by RBC and Campden finds many remain unprepared
09/27/2024
Hong Kong’s efforts to regain its top hub status will prosper lenders as opportunities abound in wealth and fintech sectors and the bay area
09/26/2024
For family offices, a strong 2024 financial performance and optimistic outlook signal a return to normalcy after several years of economic upheaval.
09/26/2024
Firm specializes in high-net-worth clients in Central America
09/25/2024
Over half of family offices have built portfolio exposure to generative AI technologies, a Citi Private Bank survey reveals
09/25/2024
This strategic relocation reflects a broader trend among ultra-high-net-worth individuals (UHNWIs) seeking stable, low-tax jurisdictions to manage their wealth.
09/25/2024
As family offices become more professionalised, the emphasis on governance has intensified
09/24/2024
A fund manager from a Kuala Lumpur-based asset management company argues that tax incentives alone will not be able to attract family offices into the SFZ.
09/23/2024
He credits Richter’s two-platform model – which helps clients manage both the business and the family aspects of their enterprises – with offering a unique workplace experience.
09/20/2024
Laurence Mandrile-Aguirre discusses Swiss coverage of family offices following the publication of Citi’s Global Family Office 2024 Survey.
09/20/2024
The minister added that this move will position Malaysia as a key player in the global financial scene.
09/20/2024
But it’s not all about megafunds—middle market funds will also soon be taking advantage of opportunities in this recovery.
09/19/2024
The survey was subsequently released to Citi Private Bank’s global family office clients for input.
09/19/2024
Accommodating internationally mobile family members and increasingly complex portfolios are among the main factors driving firms overseas, according to the Ocorian survey
09/18/2024
But 57% said more offices were needed as investment portfolios have diversified or become more sophisticated and 41% have done so in response to risk posed by geopolitical issues.
09/18/2024
The meetings were part of a government effort to attract foreign wealth and bolster the national economy.
09/18/2024
Wealth management AUM grew by over 8% in 2023, continuing its upward trend, with a five-year compounded annual growth rate of around 10%.
09/17/2024
The family office community in Singapore is a vibrant and growing space.
09/17/2024
Clients increasingly expect white-glove concierge services from their advisors.
09/17/2024
In total, 1,650 single family offices have been awarded tax incentives, up from 1,400 at end-2023 and 400 in 2020.