10/28/2013
Swiss Exchange Probes Liechtenstein Bank’s Director Deals
The Zurich stock exchange’s regulatory unit said it’s investigating Liechtensteinische Landesbank AG for possibly breaching rules on the disclosure of management transactions.
Regulation, Risk & Compliance
10/24/2013
Jersey is first with amendment to trust legislation
The amendment incorporates into the Trusts (Jersey) Law 1984 the existing law on mistake and the so called ‘rule in Hastings-Bass’*, the latter being a legal first within the international trust’s arena.
10/16/2013
Mauritius-based Foreign Investors Face Tougher Norms
Foreign institutional investors funds and other entities which invest in India via the Mauritius route will soon have to meet additional regulatory norms to prove that they are 'controlled and managed in Mauritius'.
10/15/2013
Bahamas FM Encourages Entrepreneurship In Compliance
We in The Bahamas have excelled in developing human capital and professionals in compliance.
09/04/2013
Family Office Exchange Introduces Wealth Advisor Council in Europe
The Wealth Advisor Council will provide advisors with a private peer group, supported by FOX research, to help guide their future growth as advisors to the high net worth market.
09/03/2013
FOX Offering a Series of Educational Roundtables to Business-Owning Families
Events to Address Family Engagement, Board Development and Managing Business Risk
08/22/2013
Family Offices Are Increasingly Cautious Of Hedge Funds
Accessing them. Finding substantial family offices tends to be difficult, as they generally prefer to stay under the radar.
08/14/2013
Hedge fund and family office middle office firms merge
Their target market is hedge funds, family offices and institutional funds.
08/05/2013
Family Offices Chasing Wealthy’s $46 Trillion in Assets
McNeill’s job is to help Ascent’s clients discover their pasts, skeletons and all, and gain perspective on their Gatsby-sized fortunes.
08/05/2013
Single-Family Offices Embrace Strategic Outsourcing
Single-family offices are often expensive propositions. They’re generally very much boutique operations employing high-caliber experts in the service of the very wealthy.
08/01/2013
The New View From an Old Family
The Chief Investment Officer of the Pitcairn multifamily office in Jenkintown, Pa., viscerally understands the competitive advantage that wealthy families have in the marketplace
08/01/2013
Westport Resources Hires Family Office Services Director
Westport Resources of Westport, Conn., has hired Eugene Miller as director of family office services.
07/31/2013
Big social investment fund targets family offices
Big Issue Invest chairman Nigel Kershaw said he expected a reasonable annual rate of return, but could not reveal further details at this stage.
07/30/2013
Trio of Wealth Management Leaders Form New Independent Advisory Firm
Three internationally recognized family office industry pioneers have announced the founding of the advisory firm, WE Family Offices
07/24/2013
Forbes Family Office Reveals National Ambition
The Forbes family is planning to launch a national multifamily office.
07/21/2013
Jersey Financial Services Commission agrees AIFMD cooperation agreement with Austria
The Commission is pleased to announce, following direct negotiations with Austria’s Financial Market Authority (“FMA”), that an AIFMD bilateral cooperation agreement has now been agreed by the FMA.
07/18/2013
The super rich are keeping it in the family
IN THE world of wealth, towering over the rich and the super-rich are the "family office-rich".
07/15/2013
WEALTHY Australians are rushing to create family offices
A new survey produced in Eureka Report lists details surrounding one hundred of the nation's top family offices: industry estimates suggest there are 250 single family offices now operating in Australia.
07/09/2013
The Boom In Single-Family Offices
While it’s impossible to accurately calculate the numbers and growth of single-family offices due to their penchant for privacy, there are a lot of indications that single-family offices are growing in number
07/07/2013
Keel Point Announces boosts team
Keel Point Advisors announces that William A. Pusey, Jr., JD, MBA, of Richmond, VA, has joined Keel Point to help affluent families develop and implement their own unique Keel Point