04/07/2013
The House Always Wins—The Family Office Debunks Misinformation Trending in The Big Bank Game
Once it’s clear who the wealth manager is, determine who his or her clients are.
03/26/2013
Prior to joining Citi he was Chief Executive Officer of Al-Khabeer International
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.