03/24/2013
Ex-Morgan Stanley private banker to lead EMEA global family office group at Swiss private bank
He will take on the role within the group – a joint venture between the Swiss bank’s wealth management and investment banking businesses – on April 1.
03/24/2013
Stonehage recruits former Rothschild Trust chief executive
He will head of its London family office
03/22/2013
Family offices in the United States steward more than $1.5 trillion in assets
03/20/2013
WMA has leveraged their vast knowledge in all aspects of family office to the benefit of their clients
03/13/2013
Large US Single Family Office Chooses Dynamo
Dynamo platform is the cutting edge solution for limited partners.
03/13/2013
Ward, who has 22 years' experience, joins from JP Morgan where she managed the firm's global reputation risk office, a role Ward held since 2008.
03/11/2013
Survey of 600 independent agents finds most high net worth families insured by mass-market carriers remain vulnerable to severe financial loss and overlook discounts
03/10/2013
Calamos also hosts regional Building & Preserving Wealth programs
02/28/2013
Using Family Foundations to Attract Wealthy Clients
You’re seeing greater awareness among financial advisors on how important it is to focus on qualitative issues
02/26/2013
Serial entrepreneur couple set up family office
Thy are the latest among first generation entrepreneurs to start a family office
02/25/2013
These leadership-focused programs are designed to meet the ever-evolving needs of senior executives, including growing demands for insight on Asia.
02/25/2013
Firms were increasingly looking at on-platform solutions to carry out inheritance and family office planning, Nucleus said.
02/17/2013
The amount of the investor redemption notices exceeds the US$1 billion figure
02/17/2013
New CIO of Bass family office named
Before joining Oak Hill in 2010, he was president and executive director at Nuveen Investments.
02/11/2013
It was recognized for its varied services and expertise
02/10/2013
We do a lot of financial administration for families
02/07/2013
OpenArc Asset Management is an independent, wealth management firm addressing the investment needs of ultra high net worth individuals, families and institutions across the globe.
02/05/2013
Smith & Williamson launches dedicated website to support its family office services
Smith & Williamson’s family office service brings together expertise in three key financial components of a family’s affairs; investment management, tax and financial planning.
01/31/2013
Ms. Mack is highly regarded as a thought-leader, renowned speaker and wealth-management industry event chairperson who is frequently invited to present at influential family office forums, conferences and private events all over the world.
01/22/2013
The UBS Global Family Office was launched in Europe and the Asia-Pacific region in January 2011 and currently manages more than USD 50 billion in assets.