Managers of Wealth

Family Offices Transfer Wealth, Rebalance Portfolios and Embrace Technology During Covid-19 Pandemic

The author of The Complete Family Office Handbook said wealth education for families has evolved during the pandemic.

UBS veteran joins family office as banks leave UHNWIs ‘underserved’

Novum Capital Partners has appointed Sebastian Jeck as partner.

Top Award for Crestbridge

She was announced as the winner in the Career Achievement category at a ceremony hosted in London on the 22nd of June.

Popular Family Office and Investment Forum in London Restarts Global in-person events at Campden Wealth

The forum was a much anticipated coming-together of the close-knit Campden community of single family offices, private wealth holders and business-owning families for the first time in the capital since February 2020.

Crestbridge Family Office Services picks up eExcellence Award

Crestbridge was named ‘Best Independent Private Client Trust Company’ at the Awards, with judges noting in particular “an impressive increase in revenue”, with 97 new starters and 60 promotions throughout the year, as well as &

Why Hong Kong is the ideal global hub for family offices

Hong Kong has a tremendous opportunity to expand as a global family office hub and to excel at it, and its government, regulators and family office industry are making a collaborative effort to do so.

Harness Wealth raises $15 million to democratize the power of family offices

That high bar means there are still a lot of people with a lot of resources who need hand-holding.

Family offices should supplement super

An investment company can receive a loan from the family, invest the funds, and pay tax on earnings at the company tax rate of 30%.

The Coury Firm Expands its OCIO Offering to Institutional Investors

The multi-family office's Asset Management division expands its Outsourced Chief Investment Office (OCIO) services with a focus on small- to medium-sized foundations and single family offices

Banks Develop In-House Family Office Solutions For Digital Differentiation

A handful of banks have combined the latter approach with a quest for digital excellence and are offering UHNWIs and family offices a full suite of in-house digital services built on innovative, end-to-end technological solutions.

Family offices tap into the Spac boom

Groups use their flexibility and connections to exploit surging market

Purpose, Beliefs and Behaviours: Which culture is your Family Office?

From investment banks and compete-orientated cultures to smooth-sailing family foundations, purpose dictates culture.

Startup Street: India Family Offices Could Supply A Third Of Startup Funds By 2025

By 2025, India is expected to have more than 10,000 ultra-rich individuals.

Stanley Ho’s youngest son Mario launches firm to help family offices tap investment opportunities in Greater Bay Area

MSI Finance Management has attracted about 40 wealthy families, says co-founder and vice-chairman Mario Ho

Bedell Cristin lawyer to speak at BPP 2021 Family Office & PWM forum

Robert Christie, Partner, will be joining a panel of experts at a BPP 2021 Family Office & Private Wealth Management forum.

Why Family Offices And Private Investors Are The Cornerstones Of Impact Investing’s Most Promising Innovations

Over the past couple of years, we have seen numerous surveys, such as the GIIN’s 2020 report, showing that nearly every investor of this type has already or is considering a shift toward sustainable investments of some kind.

Family Offices Receive Increased Regulatory Scrutiny

Review of the family office exemption could be addressed in several ways.

Baar RE boutique partners with family office to enter US residential market

The boutique was founded by Ralph Winter and Thomas Landschreiber and has until now focused on opprtunitisc transactions in the DACH region.

Is Inflation The Biggest Threat To Family Offices - Scenarios To Navigate

If this is the case, this will be a highly significant driver of financial markets, real estates and private assets, largely because investors have not had to deal with inflation for decades.

Nintendo Heir Reveals Plans for ‘Mind-Blowing’ Family Office

Family offices, the lightly regulated entities that manage money for the wealthy, have proliferated in recent years.