Vimeo
LinkedIn
Instagram
Share |

family office

April 27, 2017

A guide to setting up a family office has been launched amid warnings that families must maintain unity or risk losing their wealth.

A guide to setting up a family office has been launched amid warnings that families must maintain unity or risk losing their wealth.

UBS’s Family Office Compass is described as a strategic toolkit to help ultra-high net worth families deal with generational change.

April 25, 2017

More than 5,000 single family offices are now in operation around the globe, according to a pioneering investigation by Campden Research, whose lead author believes it is the most accurate estimation to date.

More than 5,000 single family offices are now in operation around the globe, according to a pioneering investigation by Campden Research, whose lead author believes it is the most accurate estimation to date.

The total figure of 5,300 family offices is seated at the lower end of current estimates: professional services firm Ernst & Young reported at least 10,000 single family offices in its 2016 EY Family Office Guide, while wealth advisor Family Office Exchange believes there are 6,000 in the United States alone.

March 23, 2017

A trio of family office veterans have launched a new advisory service to help ultra-wealthy families and individuals achieve their long-term wealth management goals, including the setting-up of family offices.

A trio of family office veterans have launched a new advisory service to help ultra-wealthy families and individuals achieve their long-term wealth management goals, including the setting-up of family offices.

March 17, 2017

Given increasing levels of instability and scrutiny in the world, the location of family offices has taken on new significance in recent years, with families understandably concerned about finding the most secure environment for the governance of their assets, says Dominic Wheatley, chief executive of Guernsey Finance.

Given increasing levels of instability and scrutiny in the world, the location of family offices has taken on new significance in recent years, with families understandably concerned about finding the most secure environment for the governance of their assets, says Dominic Wheatley, chief executive of Guernsey Finance.

October 4, 2016

Point72 Asset Management, the family office of infamous American hedge fund investor Steve Cohen, is expanding its graduate training programme to include 15 new international students from Asia and Europe.

Point72 Asset Management, the family office of infamous American hedge fund investor Steve Cohen, is expanding its graduate training programme to include 15 new international students from Asia and Europe.

Entitled Point72 Academy Program, the 12-month training course teaches recent college graduates to master the financial analysis and research skills needed for investment recommendations.

September 19, 2016

Wren Investment Office launches in London today with the backing of US company WE Family Offices and Spanish based MDF Family Partners.

Wren Investment Office launches in London today with the backing of US company WE Family Offices and Spanish based MDF Family Partners.

The firm announced it was catering for individuals and families who required multigenerational wealth management from its team of independent and experienced best practice wealth managers.

September 16, 2016

The business hailed as the first multi-family office in the United Kingdom celebrates its 20th anniversary this week.

The business hailed as the first multi-family office in the United Kingdom celebrates its 20th anniversary this week.

Sandaire Investment Office was launched by Alex Scott in 1996 to manage the wealth of the Scott family after the sale of Provincial Insurance and Exeter Bank. The Scott family owned the bank for five generations, in collaboration with renowned economist John Maynard Keynes.

September 7, 2016

Family offices continue to invest in private equity and real estate as they search for growth in challenging markets, according to exclusive new research released by Campden Wealth today.

Family offices continue to invest in private equity and real estate as they search for growth in challenging markets, according to exclusive new research released by Campden Wealth today.

August 31, 2016

A family office protects what has been achieved and takes full advantage of all the social capital the family brings, a London law firm says.

A family office protects what has been achieved and takes full advantage of all the social capital the family brings, a London law firm says.

Wedlake Bell commentated on the rocketing popularity of family offices following an EY report which claimed there are between 3,000 and 15,000 family offices worldwide, with more than half having been set up since the Millennium.

Click here >>
Close