Managers of Wealth

Morgan Stanley Launches Single Family Office Best Practices Report

The report was conducted by the Firm’s Single Family Office Advisory team in collaboration with Morgan Stanley Wealth Management professionals

Family Values: Take Back Time – Family Office Services

Life is complex and it is no wonder ‘money-rich, timepoor’ is still an expression that can be found used twenty years later.

John Paulson to turn hedge fund firm into family office

Mr Paulson shot to fame during the financial crisis with a bet against the overheated US housing market and managed US$38 billion at one point.

Wealth tech firm raises millions from Singapore family offices

Credit Suisse, which took a 10% stake in the company in 2017, has integrated the software onto its digital private banking platform for Singapore and Hong Kong clients.

How To Identify A True Multi-Family Office

Evaluating these four factors can assist in identifying these distinctions.

How To Identify A True Multi-Family Office

Seasoned multi-family offices offer the best-in-breed managers for every asset class

Family office recruits sellside veterans for trust broker

The new business will be headed up by ex-Peel Hunt broker Mark Thompson and JP Morgan investment specialist Eddie Nissen.

Private banking: The man in the middle of China's family office boom

Family offices in China have grown from practically nothing 15 years ago to a hyper-competitive industry now. Zhang Yong, a former private banker who set up one of the country’s biggest multi-family offices, shows how the market has developed.

China security law has Hong Kongers eyeing offshore accounts

Banks see jump in inquiries as savers wonder whether their nest eggs are safe

Family Offices Urged Review Inheritance Tax Affairs During Coronavirus Crisis

Investigations that are more likely to result in HMRC collecting a large amount of extra tax will be top of its list, such as investigations into Inheritance Tax and high net worths.

We are family and the vital role of the Family Office

Despite family offices not being directly regulated in either Jersey or Guernsey, regulation is a factor for families to consider.

What Is a Family Office? And Who Might Need One?

A single-family office is just that -- it wholly serves a single family's needs.

Succession Planning in Asia: The Importance of Grooming the Next Generation

The mindset change across Asia is resulting in both increased awareness about effective ways to plan for wealth transfers from one generation to the next, and a greater willingness to plan for such transfers.

Four Strategies That Banks Can Use To Position For Family Offices

Banks may choose to target HNWI, UHNWIs

HSBC Zones in on Family Offices in Asia

HSBC will look to add greater focus on wealthier clients

Raffles FO makes key hire for Greater China

The move comes after the firm decided earlier this year to put on hold plans of developing its businesses in China and Hong Kong as the coronavirus outbreak was peaking in the mainland.

Sri Lanka family offices bloom with Chinese interest

The project was opened to investors last December, and roadshows were planned in Europe and Asia this year.

ARA, John Lim's family office make foray into fintech with majority stake in Minterest

This move by ARA follows its recent acquisition of a majority stake in Venn Partners, a London-based specialist debt fund manager with £5 billion ($8.81 billion) in assets under management (AUM).

Rise of the ‘virtual family office

The coronavirus crisis has forced many family offices to rethink their approach

Job Support Scheme: Implications for Singapore family offices

The Singapore Government has been decisive and proactive in supporting businesses with the view to smoothing the economic impact.