Managers of Wealth

Officer of BNY Mellon's Investment Boutique Joins Family Wealth Advisor Team

BNY Mellon has moved a veteran of the firm's investment boutique to its wealth management unit.

Private investor buys John Gunn's family office business

Global Investment Strategy is a financial services business offering a wide range of services to institutional, family office and high net worth clients.

The Importance Of A High-Caliber Narrative In Raising Capital From Single-Family Offices

When it comes to selecting investments – especially hedge funds, private equity funds and investment banking deals – single-family offices are looking for top-flight expertise.

Troubleshooting Single-Family Offices

As single-family offices become increasingly institutionalized, many are critically evaluating their operations and performance. Their intent is to eliminate impediments to success as they attain better results while mitigating costs.

Oil and shipping billionaire appoints new head of his family office

"we will now build a strong structure and develop a small group of highly qualified investment professionals managing our family’s financial and industrial assets in an e

Single-family offices are confronting change

The next generation inspires an upgrade and reinvention of roles and responsibilities

Family Office expands leadership team

The decision reflects the depth of opportunities in the state and a commitment to bringing in the right level of talent to lead these strategic markets.

Study Reveals Best Practices for Family Offices Engaging in Impactful Philanthropy

Report findings are based on in-depth interviews with family offices, high-net-worth individuals and philanthropy advisors

Many Asian Single-Family Offices Will Likely Become High Functioning

The explosion in private wealth in Asia is fostering the growth of single-family offices. This, combined with the “best practices” of single-family offices throughout the world, will result in many Asian single-family offices becoming high fun

How Investment Professionals Can Access Single-Family Offices

Not surprisingly, the great majority of investment managers are introduced to single-family offices

Just What You Are Looking For?—Family Office Direct Investing in Search Funds By Raam S. Jani and Jake Townsend

Family offices are increasingly taking note of “search funds” as a private equity investment alternative within the broader private equity investment class.

Considerations When Serving as a Family-Designated Director By Raam S. Jani and Jake Townsend

A family office or family investment fund making a direct investment in a company often gets the ability to designate one or more directors to the company’s board of directors.

Just What You Are Looking For?—Family Office Direct Investing in Search Funds

If family offices decide not to invest at the search phase, a second investment opportunity arises

Family office fintech solutions on the rise: IRESS

Family offices are increasing demand for a technology solution that blends trading and back office management, IRESS managing director of Australia and New Zealand financial markets Kirsty Gross revealed.

Just What You Are Looking For?—Family Office Direct Investing in Search Funds re: Private Equity Investment

A search fund, however, offers family office investors a unique bridge between investing in a traditional private equity fund and a direct investing strategy.

Why You Should Care About Family Office Values by Britta Pfister, Distinguished Fellow, INSEAD

Asian family offices are at a nascent stage of development; while they are keen to progress, there are clear philosophies they don’t see the need to change.

Invest with a Rich lister: Peter Scanlon opens his family office to outsiders

Peter Scanlon wants to help other members of the BRW Rich List be as successful as he has been as an investor

Three Big Mistakes The Ultra-Wealthy Make Establishing Single-Family Offices

With the boom in private wealth, there is an accompanying boom in the creation of single-family offices

Private equity takes aim at family offices

By aiming at these new pools of wealth, private equity is looking to reduce its reliance on state and corporate pension plans

Putting Family In The Family Office Equation

For many successful entrepreneurs this runs counter to their DNA