04/02/2020
If you aspire to work with wealthy families you need to be independent
More families in Asia are becoming conscious that the traditional private banking offering alone may not be truly aligned with the families’ long-term objectives
04/02/2020
More families in Asia are becoming conscious that the traditional private banking offering alone may not be truly aligned with the families’ long-term objectives
04/02/2020
“A family office functions like a financial concierge and can do as little or as much as our clients want.”
03/31/2020
OWL has grown successfully in recent years and has been recognised as a top Family Office Service Provider by Spears and as a top Investment Consultant by TheWealthNet.
03/27/2020
In between his two stints at Vontobel, he was head of portfolio management and research at ABN AMRO Bank
03/24/2020
This in turn provides unique values not found in traditional organisations.
03/17/2020
They offer the usual suite of services, advice on taxes, alternative investments and charitable giving with a high level of discretion and personalization.
03/16/2020
Declaration Partners registered to raise outside money for Viagogo’s deal to buy eBay’s StubHub business
03/13/2020
Kamet's Long Term Capital fund invests 60–70 percent of its portfolio in public securities, and the balance in alternatives and private investments.
03/12/2020
Envysion plans to charge fees ranging between 0.5 and 1.5 percent of assets under management with waivers for early clients.
03/10/2020
The term 'family office' often evokes images of a multi-generational family business where various family members come to work each day.
03/05/2020
When following a proactive approach, organizations can take advantage of these opportunities, however, when operating reactively, changes almost always manifest in the form of challenges.
03/04/2020
The younger generation differ from their parents in their desire for technology-led solutions and responsible investing.
02/25/2020
The most direct form of real estate investment in which a family office can engage is the purchase of real property for (i) development, (ii) trading, or (iii) rental purposes.
02/21/2020
Family office executives are often classic examples of jacks-of-all-trades
02/20/2020
New York is taking on increased importance for family offices in Brazil
02/13/2020
Proteus' private investment platform, a testament to the Firm's commitment to usher in, "the future of investing in alternative assets," offers investors a complete private investment solution
02/13/2020
Perhaps the dressing is indicative of the sort of firms they’re looking into — it’s a departure from the usual dark suits of the financial world.
02/12/2020
Provided there is some distance between the individuals and direct communication is kept to a minimum, the business thrives through family members managing their respective silos without much interference from the others.
02/12/2020
Private equity is the top performer, while fixed income is the largest allocation.
02/10/2020
This is part of a plan to refocus on the Swiss market as Quilvest Switzerland was originally the single family office of the Bemberg family.