07/19/2012
MPI created DSA to transcend the limitations of traditional RBSA – such as lag, overfitting, and inability to capture style drift and detect leverage – and give investors greater insight into their investment portfolios.
07/16/2012
Formerly company's equities portfolio specialist at Perpetual Investment Management, Tilston has been recruited to drive new business sales in addition to supporting the broader distribution team.
07/12/2012
Those were among the findings reported by the Advanced Planning and Family Office Practice Group at US law firm Handler Thayer LLP in their 2012 outlook.
07/12/2012
Citi Private Bank hired Lisa Maurer as its new family office group director for the Northeast region.
07/11/2012
The LWA Directory is a list of 30 firms selected by FOX based on their ability to provide integrated wealth advice to private investors with over $20 million in assets.
07/08/2012
A FAMILY limited partnership was once a rather esoteric way for wealthy families to centralize the management of real estate and various pots of money. But this is not a normal tax year.
07/05/2012
The winners will be announced on 9 July at an awards ceremony in Amsterdam, which will be held at the Heineken Brewery, one of the Netherlands’ most iconic family businesses.
07/03/2012
An overwhelming 73 percent of these family offices said that preserving wealth was the most important aspect of managing their investments.
06/24/2012
Family businesses play an essential role in the health of the European economy, representing more than 60% of all European companies and accounting for 40% to 50% of employment in Europe.
06/21/2012
The study includes case studies on leading families from around the world that show the risk process and strategic planning in action.
06/21/2012
The Firm was also a finalist in several categories including MFO of the Year, MFO CEO of the Year, and MFO CIO of the Year.
06/15/2012
Singapore company registration specialist Rikvin is optimistic that the latest findings in the "Global Wealth and Family Ties" report may influence more people to create their own fortunes through setting up their own or family-run enterprises i
06/07/2012
The full list is available on at www.leadingwealthadvisors.com , part of the new, publicly accessible FOX Wealth Center website.
05/31/2012
The transatlantic alliance cements a five-decade acquaintance between the now ennobled Jacob Rothschild, 76, and David Rockefeller, 96, the grandson of the ruthlessly acquisitive American oilman and philanthropist John D Rockefeller.
05/23/2012
Based on interviews with more than 100 UHNW individuals and family offices based in the United Arab Emirates, Saudi Arabia, Qatar, Bahrain, Kuwait and Oman, the survey said 40% of family offices were moving capital towards their own family businesses.
05/22/2012
Family offices in Asia are on the hunt for bargain deals in the form of distressed assets in Europe, while Europe's wealthy families are increasingly looking to gain direct exposure to Asia.
05/18/2012
The Rothstein Kass Family Office Group have announced the release of “The Family Office Model: A Smart Move for the Financial Advisor?” a comprehensive study examining how traditional financial advisors are confronting the growing demand for f
05/18/2012
Family Office Exchange has announced a new workshop for families with more than $20 million in investable assets who need to establish formalized processes for managing their wealth.
05/17/2012
Stamford is in talks with local and foreign private banks to raise money from high- net-worth individuals and other family offices, he said.
05/14/2012
New FOX Wealth Center website offers non-members access to proprietary FOX research for the first time