05/28/2024
Citi's family office clients dial up risk in Q1
The US bank's single-family office clients upped equity holdings and cut cash on average in the first three months of the year.
05/23/2024
Alternative investments continue to form a significant part of portfolios providing an additional source of diversification and returns.
05/23/2024
A new report finds families underestimate risks and potential threats.
05/22/2024
Family offices are also becoming increasingly professionalized over time with more and more governance controls and processes being put in place.
05/22/2024
They also see AI as one of the most promising areas to invest in over the next two to three years, similar to their global peers
05/21/2024
The number of very well-off more than doubled over the past two decades, a JPM report finds.
05/20/2024
Most of the interest is from the bank’s clients in mainland China and Southeast Asia, but inquiries from the rest of the world are also rising
05/20/2024
The firm was also recognised for its recent tenth anniversary celebrations
05/17/2024
Key differences in wealth goals and fiduciary duties set these two popular wealth-management solutions apart.
05/17/2024
The fund is new to the market but is based on long-running investment strategies within PG3’s portfolio.
05/16/2024
The demands upon family offices have never been more intense.
05/16/2024
Thidatip Thitikarunwong leads the new office having previously worked at Credit Suisse, CIMB Thai Bank, United Overseas Bank and Citi.
05/16/2024
Slavica Malic is said to have received more than £700 million from her 2009 divorce settlement
05/16/2024
It has been founded by Marcus O’ Brien, best known for the sale of a £225 million mansion at 2-8a Rutland Gate in Knightsbridge
05/14/2024
Wille Finance has provided compliance-outsourcing provider SwissComply with new capital the latter can use to make targeted acquisitions.
05/13/2024
The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients.
05/09/2024
Many family offices globally lack formal succession planning procedures, and there are concerns for the rising generation poised to inherit wealth
05/09/2024
Opportunities in the Greater Bay Area are also helping to attract family offices to set up in city, Chinese University’s family office centre executive says
05/03/2024
Managing the assets of global families
05/02/2024
The global private banking division has been advising family offices for more than 200 years