11/25/2015
SaaS And The Family Office: Meeting The Needs Of Next-Gen Clients And The Regulator
A cloud-based, SaaS model allows for unrivaled flexibility, automation and timeliness for a younger generation of clients who expect real-time access to their investments.
11/20/2015
If you are earning only 5 or 6% a year with an alternative product, 2 and 20 feels awfully expensive
11/19/2015
Synovus Family AM Named One of the 'Richest Family Offices'
To be included again on this list is confirmation of the deep commitment our Family Asset Management team
11/18/2015
The rebrand signals the formal adoption of a comprehensive service model that will see all businesses in the group
11/16/2015
Although Asia-Pacific family offices achieved higher returns compared with those in North America and emerging markets last year, their investment stra tegies were more cautious, focusing more on preservation and balance approaches than growth ones.
11/15/2015
Inside the Family Office: Where To Begin And What You Need To Know
A family office is dedicated to meeting a family’s personal wealth goals as it pertains to retirement, education and philanthropy
11/10/2015
Hong Kong family office investment firm buyer snaps up ‘trophy’ 18th century Wentworth Woodhouse
The identity of the Hong Kong buyer of the 18th century Yorkshire structure remains a mystery
11/10/2015
Family office hires Morgan Stanley MD as head of legal
Has continued its ongoing growth push with the bolstering of its compliance and legal capability.
11/04/2015
Book Review: The Single Family Office
He claims in person and in his book The Single Family Office that the most cost-effective way to manage your wealth is through running a family office. He specifically cites a $100 million minimum as to when a single family office makes financial sense.
11/04/2015
The pace of technological change has posed a challenge for most family offices,” said Sara Hamilton
11/01/2015
For years, rivals had whispered darkly about the company and its unusually stellar performance
10/30/2015
Family offices direct their own private equity investments
They are investing in a range of industries and sectors, although the sellers tend to be family-owned companies whose heads have reached retirement age.
10/30/2015
Family offices well ahead on gender equality
The average family office chief executive is 54 years old, while staff members range from 22 to 84 years old.
10/27/2015
Most Single-Family Offices Expect Increased Regulation
Single-family offices are booming globally.
10/26/2015
KPMG hires ex-Barclays advisory boss as family office head
KPMG’s dedicated family office service is part of the firm’s enterprise initiative
10/26/2015
The Private Equity Industry Is Cultivating The Ultra-Wealthy
The fact that the exceptionally affluent are steadily using private investments in their portfolios has been recognized by the financial services industry.
10/23/2015
Family offices: the next stage
Pritzker Group calls itself a “world-class investment firm”.
10/23/2015
Independent provider of administration and management services makes key Family Office appointment
He is a leading industry figure and brings with him over 20 years’ experience in the Family Office industry, with specialist knowledge in dealing with clients from Latin America, the UK, Germany, Switzerland, the Netherlands and Jersey.
10/23/2015
Sandaire Investment Office’s community spirit
Sandaire, which manages assets of more than £3bn, is looking further afield. The group merged with fellow wealth manager Lord North Street last year and is keen to expand in Singapore.
10/19/2015
Singapore family offices beat their global peers
The average Singapore family office placed 20 per cent of its portfolio in equities, well below the 26 per cent average across the region.