Managers of Wealth

Is Your Client's Family Office Prepared for the Worst?

A new report finds families underestimate risks and potential threats.

UBS: Main Purpose of Family Offices is Wealth Transfer

Family offices are also becoming increasingly professionalized over time with more and more governance controls and processes being put in place.

Mideast family offices invest more in real estate: UBS

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

Family Offices Grow, as the Rich Get Richer

The number of very well-off more than doubled over the past two decades, a JPM report finds.

Hong Kong’s family office measures succeed in attracting global interest: JPMorgan Private Bank

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

Investing in people and relationships

The firm was also recognised for its recent tenth anniversary celebrations

Understanding the differences between family offices and private trust companies in Asia

Key differences in wealth goals and fiduciary duties set these two popular wealth-management solutions apart.

LGT Crestone brings PG3 family office strategies to Australian investors

The fund is new to the market but is based on long-running investment strategies within PG3’s portfolio.

Family Offices Are Professionalizing: Here’s Why And How

The demands upon family offices have never been more intense.

Raffles Family Office launches in Thailand

Thidatip Thitikarunwong leads the new office having previously worked at Credit Suisse, CIMB Thai Bank, United Overseas Bank and Citi.

Bernie Ecclestone’s ex-wife establishes family office for divorce fortune

Slavica Malic is said to have received more than £700 million from her 2009 divorce settlement

Sotheby's UK Realty launches specialist family office division for billionaire clients

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

Family office takes majority stake in SwissComply

Wille Finance has provided compliance-outsourcing provider SwissComply with new capital the latter can use to make targeted acquisitions.

AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi

The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients.

Preparing the next generation is a ‘primary concern’ for family offices

Many family offices globally lack formal succession planning procedures, and there are concerns for the rising generation poised to inherit wealth

Global family offices flock to Hong Kong as property, stock market and Greater Bay Area opportunities act as magnet

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

The rise of the family office and why the super-rich need one

Managing the assets of global families

JPMorgan Embraces Family Offices, With 'Very Tailored' Advice

The global private banking division has been advising family offices for more than 200 years

Singapore sees fewer new Chinese family offices after money-laundering crackdown

The influx of family offices handling money of Chinese origin has slowed in the wake of Singapore’s multibillion-dollar money-laundering scandal

Tech Tycoon’s Family Office Bets on AI to Prop $10 Billion Fund

AI is helping the asset manager scour more than 10,000 companies globally on 600 parameters to identify investment opportunities.