Managers of Wealth

Where Asian Family Offices Want to Invest Next

Private debt and hedge funds are enticing to family office investors in the Asia-Pacific region.

Hong Kong’s SFOs need for talent to rise following tax incentives

With Hong Kong’s recently introduced family office-related legislation, single-family offices are expected to increase in the city, along with the need to hire professionals, says JP Morgan Private Bank.

Apac family offices plan shift in asset allocation – report

UBS’ latest Global Family Office report shows that family offices are re-positioning their portfolios in light of interest rate changes.

Family offices look to infrastructure for alpha

More government initiatives will likely bolster infrastructure, according to the Seizing opportunities in times of change report.

UBS: Geopolitics is Top Worry for Asia Family Offices

This follows worries about liquidity tapering or higher rates (17 percent) and a rise in inflation rates (12 percent).

UBS Global Family Office Report 2023: Family offices planning the biggest shift in strategic asset allocation for several years

As shown in last year’s report, there continues to be a strong trend among family offices for including alternatives to help diversify a portfolio

Family Offices: Private Deals Are Losing Their Shine

The challenges when investing in private markets, include getting access to the best direct deals and managers

Family office goals at odds with reality: UBS

This, despite 63% of all family offices surveyed saying the generational transfer of wealth is their main priority.

Family Offices: Private Deals Are Losing Their Shine

Family offices have realized that internal resources and technology are the biggest obstacles to improving performance and have turned to external partners to help them.

UBS: Family Offices Are Fumbling Their Own Generational Wealth Transfers

Ultra-wealthy families must pay more attention to activities beyond their investment portfolios, according to a UBS report.

Family offices to overhaul investments after ‘challenging year’, says BlackRock

Infrastructure and private credit bets are top priorities for super-rich families this year. The investment firm gives Spear's insight into its findings

Opportunities for RPA and a Digital Workforce in Family Offices

These challenges can leave family offices using valuable resources to perform repetitive tasks when those resources would be more effectively deployed in other areas.

What property investors can learn from big family offices

While they usually have a mix of real estate assets, they’re also trying to generate returns that are 3 per cent or 4 per cent higher than the benchmarks.

BlackRock report finds change afoot for family offices

Family offices are pursuing more tactical opportunities to capture alpha from an evolving market landscape, which is driving more frequent portfolio reviews and external input.

US family offices look to alternative asset classes

Around a third of respondents (32%) said that they were seeing increased exposure to alternative asset classes in the Americas, which chimes with the first-hand experience of Ocorian’s Cayman team.

Singapore Lures More Family Offices in 2023

According to local government estimates, the city-state is home to about 700 family offices, up from 400 in end-2020.

Family offices turn to crypto as client demand grows

Its international study with more than 130 family office professionals

How Do Family Offices Sustain Generational Wealth?

This has long been a concern for families worldwide, consequently fostering the growth of Family Offices which are primarily set up for wealth preservation.

Future Returns: Wealthy Families Are Leaning Into Riskier Investments

But these aren’t ordinary families. Seventy-two percent of the 166 global families Goldman surveyed have a net worth of US$1 billion or more.

The Family Office named best user experience solution provider in MEA Finance Banking Technology Awards 2023

The MEA Finance Banking Technology Awards 2023 recognize the commendable achievements of banks and technology businesses