Managers of Wealth Offshore

UBS WM star quits to launch Midlands multi-family office

Sorbus is targeting clients with investable assets of around £50 million

Emerging market family office joins Wigmore Association

"The growing importance of South America, and Brazil in particular, “on the world economic stage is undeniable”

US hedge fund to become a family office

The New York-based firm, which manages about $300 million (€233.3 million), is reportedly struggling to raise capital and will start returning money to its clients in October. It plans to be converted to a family office in 2013.

Holistic model: Developing world wealth drives growth sector

Think of the term “family office” and a number of images will enter your mind; oak-panelled rooms, exclusive client lists and imposing offices. But the family office has come a long way since emerging in the US during the 19th century.

Over 75 Percent of Ultra-Wealthy Estate Plans Are at Least Three Years Old - RESEARCH

Survey of Single-Family Office Executive Directors Reveals Nearly 95 Percent of Clients Have Experienced Significant Changes Since Estate Plans Were Drawn Up

Multi-family office opens MENA office in Dubai

Previously he worked for Royal Bank of Canada in Dubai following its acquisition of Mourant Private Wealth

Family offices/foundations allocate average 21% of portfolio to hedge funds - RESEARCH

Infovest21’s family office/foundation survey explores single family office, multiple family office and foundations’ views of hedge funds and funds of funds.

Concentrated portfolios can benefit HNW

"Many high net worth (HNW) and family offices find it difficult to access international strategies which suit them, as most are designed for the institutional market and are not in the best long-term interests of private wealth holders," said P

Family Businesses prove resilient - RESEARCH

Credit Suisse Family Business Index has outperformed the market over the past 5 years by 8%

A Hot New Investing Trend Among Super Rich Families

There's a hot new trend coming out of family and wealth management offices around the country.

Family office set up by Walt Disney India to focus on early-stage firms

The family office set up by Walt Disney India chief Ronnie Screwvala, will focus more on early-stage investments in its private equity practice as it looks to back Indian entrepreneurs.

Pictet’s Khanna Says Ultra-Wealthy Moving Toward Family Offices

Anuj Khanna, Pictet & Cie.’s chief executive officer for south Asia, comments on ultra-high-net- worth individuals moving funds to family offices from private banks and disgruntled senior bankers in Asia.

Florida based Multi-Family Wealth Office expands team

Her experience and customer service focus will enhance the concierge level of financial affairs coordination currently delivered by Legacy Family Office and its principal Tamara Surratt.

Synovus Named To Bloomberg List of 'Top 50 Family Offices'

The list was compiled through research by the Bloomberg Rankings team, and via a survey of more than 1,000 firms worldwide

SSgA names wholesale vice president

Johnston will assume the responsibility of leading the firm's sales efforts into the wholesale distribution channel as part of an expansion of its institutional client offering to family offices, platforms, dealer groups, and independent financial ad

Andrew Rodger Leaves Stonehage for Cunningham Loewenstein

‘After six very happy years,’ says Andrew Rodger, head of the Stonehage Family Office Division, ‘I have decided to move on to become a partner at Cunningham Loewenstein Asset Management, also a multi-family office with a fantastic team,

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.

multi-family office evaluates hedged equity managers

The firm, with $2.6 billion in assets, generally favors long/short, event-driven and longbiased managers, according to Chris Rusbuldt, principal.

Poacher Turned Gamekeeper

Black is the former chief operating officer of UBS Private Wealth Management who was sidelined during a management shuffle.

Singapore set to be major hub for family offices

A family office is a professionally run private organisation or entity that helps to administer a family’s wealth.

Regulation, Risk & Compliance