Heirs to $19B Face Succession Doubts From Family Offices
The next generation of wealthy families is confronting a variety of challenges ahead of inheriting large fortunes, according to a report.
Family Office
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Swiss private bank merges with multi-family office
Together, the two companies employ around 100 people at four locations in Geneva, Lausanne, Zurich and Lugano.
Family Offices: Finding Common Themes Can Guide Advisors’ Support
Advisors will be well served if they keep these issues in mind as they market and tailor their services for ultra-high-net-worth clients and the family offices that guide them.
STP Investment Services Acquires Leading Family Office and Wealth Advisory Fintech Solution, WealthSite
The acquisition brings STP’s AUA to over $400B and will accelerate the technology roadmap of the firm’s proprietary BluePrint platform
KPMG says family offices can aid in regeneration
With business families in China being the youngest in the world, they should broaden their family offices to look beyond wealth management and take on additional functions such as governance, education and relationship management.
Valais IAM acquires family office
Privaswiss’s two-person team, Michel Horgnies and Sonia Bonvin Durret, joined Valcoris on Thursday.
Growing the Family Office Future with Talent and Compensation
Egon Zehnder held a round table where these new hurdles were discussed, and we were able to gain insights into how family offices are growing in the modern market.
Family Offices Are Being Asked To Target Deforestation
Global Canopy’s deforestation-free investment mandate is the latest guidance provided by the organization
Citi Sees Family Offices Swarming Bond Market and Fueling Rally
Bonds ‘deserve immediate attention’ as a ‘mild’ recession is expected next year, Citi Global Wealth said in a new report.
Ocorian wins Best Family Office Governance in Channel Islands
Ocorian was awarded the ‘Best Family Office Governance’ award at the event, which celebrated the brightest and best among the Channel Islands’ world-renowned wealth management industry.
Booming Chinese family offices recruit top bankers in Singapore
Financial institutions expect to lose ‘whole teams’ to private funds that will increasingly resemble hedge funds
Stanhope Capital extends its reach with Arche Associates merger
Combining Stanhope Capital and the Luxembourg-based Arche Associates will allow clients of both companies to benefit from an “enhanced global investment team” with capabilities covering equities, fixed-income, hedge funds, private equity and r