02/16/2012
European family offices invest in India
Family offices in Europe are increasingly focusing on investment opportunities in India, in a bid to take advantage of the country’s rapid economic growth.
02/13/2012
US-based wealth boutique bolsters family governance services
Reporting directly to Founder and Chief Investment Officer Kevin Harris, Day is responsible for coordinating governance efforts for client families through heir preparedness, financial literacy education, family meeting facilitation, and constitution and
02/08/2012
Boutique equity management firm appointed by Northern Trust
"Northern Trust is a premier asset manager and we are thrilled to have earned a place on their Multi-Manager Solutions platform," said Brian Beitner
02/08/2012
Marquee Belgian family office picks stake in Cuisine Asia
Cuisine Asia controls restaurant assets with revenue of about Rs 300 crore making it a leading player in a still emerging industry .
02/07/2012
Ms. Schultz began her career at PricewaterhouseCoopers LLP, where she was a tax partner in the entertainment and media group.
02/03/2012
SGSS was retained by BSI SIM for its recognised expertise and efficiency, in particular its ability to rationalise and optimise post-trading services related to custody and settlement, as well as for its flexibility in adapting its services to clients&rsq
01/30/2012
One of the many regulatory changes brought about by the Dodd-Frank Wall Street Reform and Consumer Protection Act, this new “family office rule,” provides a broad exemption from SEC registration for many family offices.
01/27/2012
Kovner is setting up Caxton Alternative Management to invest his personal wealth, which Forbes magazine recently estimated at $4.3 billion.
01/22/2012
The survey, which was conducted in 2011, involved 40 single-family offices in the U.S. and Europe whose median asset size was $534 million.
01/22/2012
The survey, which was conducted in 2011, involved 40 single-family offices in the U.S. and Europe whose median asset size was $534 million.
01/20/2012
That’s according to a new study of 40 single family offices, with a median asset size of more than $500 million (€388 million), by asset advisers Cambridge Associates.
01/19/2012
That's according to a survey of 40 single family offices in the U.S. and Europe conducted in 2011 by Cambridge Associates, the global provider of independent investment advice and research to institutional and private investors.
01/17/2012
In that partnership, Andreani will implement and develop quantitative models and find investors, and the family office will seed the new programs.
01/16/2012
He joins from west London firm Owen White Catlin
01/09/2012
If any family offices are still unsure about their exempt status, they need to act soon: Nonexempt family offices have until March 30 to either register with the SEC or restructure to conform with exemption requirements.
01/04/2012
The London-based advisory group said structures that allow family investors to share knowledge and co-invest, such as investment committees and roundtables, will become more commonplace this year.
12/28/2011
Stephen Diggle, who co-founded a hedge fund that made $2.7 billion in 2007 and 2008, plans to open his personal farmland portfolio to investors and start a fund that will trade life-sciences companies.
12/28/2011
Guggenheim Partners, an investment firm that grew from administering the vast private wealth of the Guggenheim family in the early 1900s to a multifaceted financial firm, has signed a large lease at 330 Madison Avenue for its New York headquarters, source
12/27/2011
Family offices would benefit from taking a three-pronged approach to managing their assets if they want to grow wealth in the current risky economic climate, according to investment manager Stefan Angele.
12/19/2011
About 150 multifamily offices oversee an additional $450 billion. Both types of firms generally provide investment management and financial planning for their clients.