Managers of Wealth

Eton Advisors boosts UHNW capabilities with family office veteran

The MFO is welcoming Tamara Surratt, the founder and CEO of Legacy Family Office, which has more than $2B in AUM.

Family offices are planning big investments in private companies

Private companies are increasingly attracted to family offices as banks tighten lending and private equity firms do fewer deals.

Family Offices Grappling with Cryptocurrency Investment Prospects: BNY Mellon

Though cryptocurrencies account for 5% of portfolios, an allocation that would have been unthinkable a decade ago, they remain strikingly split over the role of the asset class.

What are the biggest challenges for UHNWIs and how can multi-family offices help?

Anderson says that demand for multi-family offices is growing as families seek hands-on teams who can manage their wealth and business but also the intergenerational transfer of both.

Cresset unveils deal for 130-year-old family office Connable

The deal in Michigan forms a new combined entity managing $52B in assets for high-net-worth and ultra-high-net-worth clients.

Single family offices in Switzerland worth $900 billion, study shows

It showed that operators of SFOs were grappling with the prospect of possible regulation for the sector, and eager to establish rules that could oversee and protect it.

Triple Recognition for Crestbridge Family Office Services in NextGen Leaders List

Those recognised in the list are judged on a number of factors

Former Morgan Stanley banker sets up family office

Jadewell Family Office is still waiting on its licence from Hong Kong's Securities and Futures Commission.

What Family Office Leaders Need To Know About Conscious Capitalism

The idea behind conscious capitalism is that businesses should operate ethically while in pursuit of profits.

Family offices mull diversification to guide their Gulf investments

Hundreds gather in Abu Dhabi to discuss the future of family funds in the Middle East, with total assets forecast to hit a half trillion dollars.

Oddo BHF Eyes Family Offices in Switzerland

The oldest bank in Romandy has long been integrated into Oddo BHF

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.

UBS Global Family Office Report 2024: balance is back

Alternative investments continue to form a significant part of portfolios providing an additional source of diversification and returns.

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.