12/28/2022
Singapore’s Global Investor Programme offers permanent residency for wealthy families to relocate with pre-set investment, hiring requirements
12/22/2022
Would-be beneficiaries in tsunami of wealth transfer willing and eager to take over – but are they ready?
12/21/2022
2022 Was a Year of Product Innovation, Industry Recognition, Market Growth, and Expansion for the Creator of the AtlasFive Technology Platform for Family Offices
12/21/2022
The next generation of wealthy families is confronting a variety of challenges ahead of inheriting large fortunes, according to a report.
12/21/2022
The combined entity’s assets under management are approximately CHF7bn, with 100 employees spread across four Swiss offices.
12/21/2022
Together, the two companies employ around 100 people at four locations in Geneva, Lausanne, Zurich and Lugano.
12/16/2022
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.
12/16/2022
The acquisition brings STP’s AUA to over $400B and will accelerate the technology roadmap of the firm’s proprietary BluePrint platform
12/16/2022
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.
12/15/2022
Privaswiss’s two-person team, Michel Horgnies and Sonia Bonvin Durret, joined Valcoris on Thursday.
12/14/2022
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.
12/13/2022
Global Canopy’s deforestation-free investment mandate is the latest guidance provided by the organization
12/13/2022
Bonds ‘deserve immediate attention’ as a ‘mild’ recession is expected next year, Citi Global Wealth said in a new report.
12/13/2022
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.
12/12/2022
Financial institutions expect to lose ‘whole teams’ to private funds that will increasingly resemble hedge funds
12/12/2022
Combining Stanhope Capital and the Luxembourg-based Arche Associates will allow clients of both companies to benefit from an “enhanced global investment team” with capabilities covering equities, fixed-income, hedge funds, private equity and r
12/08/2022
Based in Singapore, she will work closely with Revo chief executive Ray Tam.
12/08/2022
Family offices have weathered the pandemic by allocating more to the buyout and venture capital industries, writes Rob Csernyik
12/07/2022
But a month of scandal involving relatives is a reminder how blood ties can still be wildly disruptive in even the most professionalized of hereditary businesses.
12/06/2022
The acquisition supports SS&C's position as the leading fund administrator, adding 25 clients and eight employees.