09/23/2012
Over 75 Percent of Ultra-Wealthy Estate Plans Are at Least Three Years Old - RESEARCH
Survey of Single-Family Office Executive Directors Reveals Nearly 95 Percent of Clients Have Experienced Significant Changes Since Estate Plans Were Drawn Up
09/17/2012
Multi-family office opens MENA office in Dubai
Previously he worked for Royal Bank of Canada in Dubai following its acquisition of Mourant Private Wealth
09/12/2012
Infovest21’s family office/foundation survey explores single family office, multiple family office and foundations’ views of hedge funds and funds of funds.
09/12/2012
"Many high net worth (HNW) and family offices find it difficult to access international strategies which suit them, as most are designed for the institutional market and are not in the best long-term interests of private wealth holders," said P
09/11/2012
Credit Suisse Family Business Index has outperformed the market over the past 5 years by 8%
09/09/2012
There's a hot new trend coming out of family and wealth management offices around the country.
09/05/2012
The family office set up by Walt Disney India chief Ronnie Screwvala, will focus more on early-stage investments in its private equity practice as it looks to back Indian entrepreneurs.
08/29/2012
Anuj Khanna, Pictet & Cie.’s chief executive officer for south Asia, comments on ultra-high-net- worth individuals moving funds to family offices from private banks and disgruntled senior bankers in Asia.
08/26/2012
Her experience and customer service focus will enhance the concierge level of financial affairs coordination currently delivered by Legacy Family Office and its principal Tamara Surratt.
08/26/2012
The list was compiled through research by the Bloomberg Rankings team, and via a survey of more than 1,000 firms worldwide
08/23/2012
Johnston will assume the responsibility of leading the firm's sales efforts into the wholesale distribution channel as part of an expansion of its institutional client offering to family offices, platforms, dealer groups, and independent financial ad
08/22/2012
‘After six very happy years,’ says Andrew Rodger, head of the Stonehage Family Office Division, ‘I have decided to move on to become a partner at Cunningham Loewenstein Asset Management, also a multi-family office with a fantastic team,
08/22/2012
Yet London’s family offices, whose key exponents increasingly offer investment only, remain unconvinced of the need to advise on intellectual as well as financial assets.
08/22/2012
The firm, with $2.6 billion in assets, generally favors long/short, event-driven and longbiased managers, according to Chris Rusbuldt, principal.
08/19/2012
Black is the former chief operating officer of UBS Private Wealth Management who was sidelined during a management shuffle.
08/13/2012
A family office is a professionally run private organisation or entity that helps to administer a family’s wealth.
08/08/2012
Family office group boosts team with 16 hires
Move Reinforces Firm’s Commitment to High-Growth Family Office Market
08/06/2012
The assets that FMP supervises grew 30 percent to $2.6 billion as of Dec. 31, just behind Signature, a Norfolk, Virginia-based family office that expanded 36 percent in 2011 to $3.6 billion.
08/06/2012
Of the top 10 fastest-growing firms ranked, only HSBC Private Wealth Solutions was part of a big bank with the other nine on the list boutiques.
08/01/2012
Family Office Exchange Launches Two Major Benchmarking Projects
The New FOX MFO and Wealth Advisor Benchmarking StudyThis year FOX is adding a benchmarking study for Multi-Family Offices, wealth advisors who deliver integrated wealth advice to ultra-high net worth families.