Managers of Wealth

Deal flow top priority for family offices in 2023, according to Dentons Family Office Direct Investing Survey

Survey respondents included family members, C-suite executives, investment professionals and other family office staff members.

Eric Sarasin lands another mandate

Key Family Partners doesn't want to do without Eric Sarasin 's thick address book either.

Asia Pacific Family Offices evolve to embrace new opportunities

Increased sophistication and higher expectations mean Family Offices should

Linedata Services : Asia Pacific Family Offices evolve to embrace new opportunities

Increased sophistication and higher expectations mean Family Offices should consider outsourcing services providers.

Will Tech Help Family Offices Thrive In Spite of Market Headwinds?

This risk is exacerbated when underlying investments aren’t aligned with long term goals

Hong Kong Should Catch Up With Singapore in Attracting Family Offices

In particular, it should attempt to cut the gap that has risen between the city and Singapore, given the latter is now the top choice in the Asia Pacific region and ranks as one of the top five countries worldwide for wealthy investors.

Cash-for-residency scheme: time for Hong Kong to catch Singapore in family office programme, consultants say

Singapore’s Global Investor Programme offers permanent residency for wealthy families to relocate with pre-set investment, hiring requirements

Family offices and next-gen individuals aren't eye-to-eye on succession, says study

Would-be beneficiaries in tsunami of wealth transfer willing and eager to take over – but are they ready?

Eton Solutions Highlights 2022 Momentum and Milestones Toward Modernizing Family Office Technology and Process Automation Globally

2022 Was a Year of Product Innovation, Industry Recognition, Market Growth, and Expansion for the Creator of the AtlasFive Technology Platform for Family Offices

Heirs to $19B Face Succession Doubts From Family Offices

The next generation of wealthy families is confronting a variety of challenges ahead of inheriting large fortunes, according to a report.

Geneva private bank Cité Gestion merges with multi-family office

The combined entity’s assets under management are approximately CHF7bn, with 100 employees spread across four Swiss offices.

Swiss private bank merges with multi-family office

Together, the two companies employ around 100 people at four locations in Geneva, Lausanne, Zurich and Lugano.

Family Offices: Finding Common Themes Can Guide Advisors’ Support

Advisors will be well served if they keep these issues in mind as they market and tailor their services for ultra-high-net-worth clients and the family offices that guide them.

STP Investment Services Acquires Leading Family Office and Wealth Advisory Fintech Solution, WealthSite

The acquisition brings STP’s AUA to over $400B and will accelerate the technology roadmap of the firm’s proprietary BluePrint platform

KPMG says family offices can aid in regeneration

With business families in China being the youngest in the world, they should broaden their family offices to look beyond wealth management and take on additional functions such as governance, education and relationship management.

Valais IAM acquires family office

Privaswiss’s two-person team, Michel Horgnies and Sonia Bonvin Durret, joined Valcoris on Thursday.

Growing the Family Office Future with Talent and Compensation

Egon Zehnder held a round table where these new hurdles were discussed, and we were able to gain insights into how family offices are growing in the modern market.

Family Offices Are Being Asked To Target Deforestation

Global Canopy’s deforestation-free investment mandate is the latest guidance provided by the organization

Citi Sees Family Offices Swarming Bond Market and Fueling Rally

Bonds ‘deserve immediate attention’ as a ‘mild’ recession is expected next year, Citi Global Wealth said in a new report.

Ocorian wins Best Family Office Governance in Channel Islands

Ocorian was awarded the ‘Best Family Office Governance’ award at the event, which celebrated the brightest and best among the Channel Islands’ world-renowned wealth management industry.