Managers of Wealth

Citi Private Bank: Family Offices Cut Cash Holdings

On an equal-weighted basis, family offices globally have allocated 22.4 percent of assets to fixed income at the end of June 2024.

Family offices in the digital age: impactful investment in innovation

The rise of virtual family offices, enhanced cybersecurity, RegTech, and AI-powered portfolio management, are testament to this shift.

Single-Family Offices, The Meaning Of Family First And Implications For Wealth Managers

While many single-family offices are high performing, meaning they can deliver exceptional value, some fall short.

Hong Kong Tycoon Adrian Cheng Expects City to Become Top Wealth Hub

City is trying to regain its stature within global finance

Family Office Portfolio Construction: Balancing Tradition And Innovation

The move towards alternatives is even more pronounced among larger American family offices.

Family offices race to professionalise services amid industry surge

Governance, management and infrastructure have all improved – but there are still challenges on the horizon

Family offices are becoming more professional, but face 10 key challenges

New research finds improved governance, management, infrastructure.

MAS taps EY to screen family office tax incentive applications

EY will check family offices for links to money laundering, terrorism financing, and other offences.

Top family office trends in 2024: A Middle East perspective

ME PoV Summer 2024 issue

New solution launched to help clients sell high-asset estates and trust-owned properties

Family offices among intended users of first-of-kind operation.

Family offices improve governance standards

Nevertheless, family offices have become more professional in their governance, management and infrastructure over the past five years.

Knight Frank: Hong Kong Poised For Family Office Growth

In April this year, local authorities said that 136 family offices are planning to set up or expand operations in the city.

Wealth firms must transform strategy to woo family offices

Carrying a family legacy forward can be an onerous responsibility

MAS to require additional screening for family offices seeking tax incentives

The new regulation will require Singapore-based family offices to undergo a screening process from approved providers as part of the application process for tax incentives.

What is a family office and who needs one?

Family offices have become an increasingly popular - and powerful - force in wealth management.

Centaline Expands into Family Office Market With a $1 Billion Target for 2025

Recognizing the growing demand for financial investment among its high-net-worth clientele, Centaline has decided to broaden its services beyond its traditional real estate offerings

Court documents provide insight into Elon Musk's family office

In 2022, Jared Birchall testified before the Delaware Court of Chancery.

German family offices investing heavily in private markets

Managers of private market funds are intensively courting wealthy individuals. A report from Preqin shows strong growth in investment from German family offices.

Deutsche’s Swiss CEO makes dive for first-class family offices

Loïc Voide talks hiring, cost-cutting, inflows and the need for quality over quantity from financial intermediaries.

Louise Street: “Family offices are now using gold for diversification”

Central banks and public institutions increased their global gold holdings by 183 tonnes