03/06/2012
In addition to these duties, Mr. Fisher will serve as a Faculty Advisor for the Silver Bridge Institute, bringing educational content to families and family office professionals, and helping to support the expansion of the Silver Bridge Center for Family
02/28/2012
The new fund will finance about half of the assets with loans, a ratio that will allow it to buy as much as 100 billion yen of properties, he said.
02/21/2012
UBS AG’s Global Family Office division aims to begin serving 25 clients in Asia this year, with assets of at least $200 million each, Amy Lo, managing director and head of ultra-high net worth, Asia-Pacific, told journalists in Singapore today.
02/13/2012
Reporting directly to Founder and Chief Investment Officer Kevin Harris, Day is responsible for coordinating governance efforts for client families through heir preparedness, financial literacy education, family meeting facilitation, and constitution and
02/03/2012
SGSS was retained by BSI SIM for its recognised expertise and efficiency, in particular its ability to rationalise and optimise post-trading services related to custody and settlement, as well as for its flexibility in adapting its services to clients&rsq
01/30/2012
One of the many regulatory changes brought about by the Dodd-Frank Wall Street Reform and Consumer Protection Act, this new “family office rule,” provides a broad exemption from SEC registration for many family offices.
01/22/2012
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
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
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
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
In that partnership, Andreani will implement and develop quantitative models and find investors, and the family office will seed the new programs.
01/09/2012
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
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.