01/27/2012
Kovner Hires Exec to Run New Family Office
Kovner is setting up Caxton Alternative Management to invest his personal wealth, which Forbes magazine recently estimated at $4.3 billion.
Regulation, Risk & Compliance
01/22/2012
Ultra-Wealthy Families Made Tactical, Not Strategic Changes Post-2008
The survey, which was conducted in 2011, involved 40 single-family offices in the U.S. and Europe whose median asset size was $534 million.
01/22/2012
Ultra-Wealthy Families Made Tactical, Not Strategic Changes Post-2008
The survey, which was conducted in 2011, involved 40 single-family offices in the U.S. and Europe whose median asset size was $534 million.
01/20/2012
Family offices were well prepared for the 2008 financial crisis, report
That’s according to a new study of 40 single family offices, with a median asset size of more than $500 million (€388 million), by asset advisers Cambridge Associates.
01/19/2012
UHNW families move to tighten risk management practices, focus on liquidity - study
That's according to a survey of 40 single family offices in the U.S. and Europe conducted in 2011 by Cambridge Associates, the global provider of independent investment advice and research to institutional and private investors.
01/17/2012
Andreani partners with Swiss family office to launch new quant managed account
In that partnership, Andreani will implement and develop quantitative models and find investors, and the family office will seed the new programs.
01/16/2012
Law firm augments family team
He joins from west London firm Owen White Catlin
01/09/2012
US-based family offices starts the regulatory countdown
If any family offices are still unsure about their exempt status, they need to act soon: Nonexempt family offices have until March 30 to either register with the SEC or restructure to conform with exemption requirements.
01/04/2012
Family offices to increase collaboration in 2012
The London-based advisory group said structures that allow family investors to share knowledge and co-invest, such as investment committees and roundtables, will become more commonplace this year.
12/28/2011
Hedge-Fund Millionaire to launch innovative new fund
Stephen Diggle, who co-founded a hedge fund that made $2.7 billion in 2007 and 2008, plans to open his personal farmland portfolio to investors and start a fund that will trade life-sciences companies.
12/28/2011
Guggenheim Partners seals Madison Avenue deal
Guggenheim Partners, an investment firm that grew from administering the vast private wealth of the Guggenheim family in the early 1900s to a multifaceted financial firm, has signed a large lease at 330 Madison Avenue for its New York headquarters, source
12/27/2011
Family offices looking to grow wealth
Family offices would benefit from taking a three-pronged approach to managing their assets if they want to grow wealth in the current risky economic climate, according to investment manager Stefan Angele.
12/19/2011
Family offices seek shield from SEC disclosure
About 150 multifamily offices oversee an additional $450 billion. Both types of firms generally provide investment management and financial planning for their clients.
12/16/2011
Talpion hedge fund to become family office
Henry Swieca will return all of the outside capital to his Talpion Fund Management. Client money accounts for only about one-fifth of Talpion's $500 million in assets under management, Bloomberg News reports.
11/23/2011
US wealth firm slapped with high-profile lawsuit
The arbitration claim alleges the firm to have failed to diversify one of its HNW client's $30m portfolio
11/23/2011
European family offices most concern with risk management- study
The survey results come at the wake of volatile market conditions
11/23/2011
Family Office - A Small Entity Compliance Guide
Family Office - A Small Entity Compliance Guide
11/17/2011
UBS looks to form family office in India
The lender seeks to lure the growing number of billionaires in the country
11/13/2011
BVI IFC committed to meeting global standards
The group held a meeting with top funds and investment officials to dicuss the benefits of the BVI as a domicile for hedge funds
10/27/2011
Convergent Wealth launches new HNW-focused unit
Convergent Wealth launches new HNW-focused unit