Managers of Wealth

Guernsey promotes good governance in family offices with new guide

It also concerns the checks and balances of the way the office is operated, to ensure that previously established rules are being followed.

U.S. Senate Banking Committee Probes Family Office Businesses

The letter was sent not only to those that suffered damages with Goldman Sachs and Morgan Stanley also receiving the inquiry.

Triple shortlisting for Crestbridge Family Office Services in Magic Circle Awards

Established 16 years ago, the Awards bring together the best advisers and managers in the wealth industry, with the winners being selected by the votes of Citywealth readers and a panel of judges, and announced at a virtual gala event on 17th May.

Family office asset allocation

This was the crux of IQ-EQ’s virtual roundtable in November 2020

Rise in Philanthropy Discussed at Family Office Roundtable

Roundtable attendees, including representatives from London-based law firms, banks and accountancy firms, discussed what Jersey has to offer from a governance perspective, views on how to achieve philanthropic aspirations for family offices and the next g

The role of UK family offices in driving impact innovation

The increase in popularity of venture capital investing in the mid-80s led to the creation of tax-efficient investment structures incorporating entities such as limited partnership funds.

Archegos, a family office, brings Nomura and Credit Suisse big losses

More bad news may follow. But the episode already raises disquieting questions

2021 Evolution – Family Office Trends

Investment portfolios are where a family’s objectives come alive, and it is clear that portfolios are being shaped by several trends that will be a focal point in 2021 and beyond.

The Explosive Growth of the Family Office in the Twenty First Century

The world has witnessed more stability in the last half century than ever before, despite global pandemics and financial crises.

Raffles Family Office Bolsters Offering with New Board

Members of the independent advisory board will provide external counsel to Raffles Family Office on engagement involving complex family structures as well as identify philanthropic opportunities for clients.

Family offices divided over the appeal of Spacs

Special purpose acquisition companies (Spacs) have gained ground as financing vehicles for companies looking to go public. But Asian family offices have yet to make many investments.

Women more likely to have investment roles at family offices than at asset managers

The research also specifically looked at gender diversity within the Middle East family office sector. It found perceptions of women offering advice on wealth and investing are changing rapidly in the region.

Gold for Crestbridge in Powerwomen Awards

Heather won the top Gold award in the ‘Woman of the Year for a Director in a Financial Organisation’ in the Citywealth Powerwomen Awards.

Wealth connect to bolster Hong Kong’s regional family office hub status

68% of firms in the sector said they will benefit from the launch of the scheme.

Insights from our survey of family offices across the globe

In uncertain markets, family offices have been relatively unflustered, with only 23% anticipating making material portfolio changes.

Plan rewards to retain your family office professionals

While investment bankers pull 100-hour weeks in an attempt to claw back any hope of a bonus this season, family office professionals are walking away with 100%, if not 200%, of their annual salary as bonus season closes a successful year for family office

Family Office