07/26/2015
After attending a recent conference where experts discussed prevalent issues family offices struggle with in terms of their investment management activities, it struck me that there is a certain disconnect in the communications aimed towards and emanating
07/24/2015
While most wealth managers, private bankers and other research aptly provide statistics on number of UHNW and capital value, FEW have actual insight on how wealth is internally managed, who the trusted advisors of choice are, and how to work with these fa
07/21/2015
He has accepted a similar deputy CIO-level role with the Fisher Group, a family office supporting the investment activities of the extended Max M. and Marjorie S. Fisher family.
07/21/2015
Will take over as president in September, according to two people with knowledge of the matter who asked not to be named because the office is private.
07/20/2015
They think of themselves as Switzerland with an opinion.
07/14/2015
Why Asia’s wealthy are forming family offices earlier, and how they adapt the model to suit their needs.
07/10/2015
UK government proposals to abolish permanent non-domiciled status and reduce the status timeframe to 15 years could lead to “a mass exodus of older money”, a private client lawyer predicts.
07/09/2015
Family Office Exchange, the leading global membership organisation for family offices and their key advisors, is expanding in Australia and New Zealand and has appointed Melissa James as the Market Leader for the region.
07/08/2015
This cooperation will enable Noah to build a market-leading family office solution with global asset allocation capabilities for its clients, and is one of several key initiatives that Noah is taking to augment its global service platform.
07/07/2015
SAC Capital - the former hedge fund in Stamford - appears to be gone for good.
07/07/2015
Jean-Bernard Tanqueray explains the desire behind many family offices to go green.
07/07/2015
Based on extensive studies with single-family offices, a solid percentage of them are capitalizing upon these scenarios faced by new hedge funds.
07/02/2015
Alistair Morgan explains how families manage their reputations.
07/02/2015
Kirby Rosplock, PhD, and Barbara Hauser summarise the key current issues.
07/01/2015
Citywire's Anna Dumas sits down with Julian Sinclair, CIO of Talisman Global Asset Management, to talk Grexit and family offices
07/01/2015
Acorn is a Jersey-based asset and consumer finance business with a lending book of £35.6m
06/26/2015
KeyCorp Hires Leader for Family Wealth Management Division
Poth first worked with Key while he was with the consulting firm EY
06/26/2015
Is Family Office Financing the Next Best Business Loan Alternative?
In 1882, John D. Rockefeller established a family office, an organization of business and financial professionals charged with managing the growing portfolio of Rockefeller family investments.
06/26/2015
GPC will have an initial allocation of US$2billion of capital to invest, with a mandate to lead its global healthcare investment strategy.
06/26/2015
Impact Investing: A Primer for Family Offices, identifies family offices as being the kind of investor most likely to be able to grow this niche sector