08/22/2012
What Should UK Family Offices Be Learning From The US?
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
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
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
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.
08/01/2012
Some Arab family-owned businesses have built regional and international marquee brands by adopting international best practices.
08/01/2012
Silver Bridge today announced that it has expanded its strategic philanthropy and foundation service capabilities with the appointment of Susanne Salerno to Director of Foundation Services. Over the past three years, Silver Bridge has steadily built its p
07/30/2012
He comes to TAG from Palisades Hudson Financial Group, where he served as Chief Investment Officer, overseeing strategy and management of client investment portfolios and chairing the investment committee.
07/29/2012
The Family Office Exchange, a pillar of the wealth-management industry, stumbled when naming the best advisors for great fortunes. Barron's investigates.
07/26/2012
Some people earning more than $200,000 a year also face a 3.8 percent Medicare surcharge on investment income.
07/26/2012
Generation Ys are apparently best placed to communicate with older patriarchs or matriarchs of family businesses.
07/26/2012
The deal represents one of the most important transactions in Luxembourg and so far represents 15% of the total market. Private investors still dominate the Luxembourg office market despite huge demand from institutional investors.
07/25/2012
Family offices need to understand market obligations and construct their technology systems and strategy accordingly.
07/25/2012
The service will offer book-keeping and correspondence management for individuals and families, alongside wealth management and financial planning.
07/23/2012
Counterparts to the likes of Bill Gates, Steve Jobs, Warren Buffet, Larry Ellison, Michael Dell and many more noted entrepreneurs will be in attendance.
07/19/2012
MPI created DSA to transcend the limitations of traditional RBSA – such as lag, overfitting, and inability to capture style drift and detect leverage – and give investors greater insight into their investment portfolios.
07/16/2012
Formerly company's equities portfolio specialist at Perpetual Investment Management, Tilston has been recruited to drive new business sales in addition to supporting the broader distribution team.