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multi family office

September 21, 2011

Multi family office Iveagh has hired a top research expert, as it looks to expand its investment team.

Multi family office Iveagh has hired a top research expert, as it looks to expand its investment team. William Beverley joins after working at Morgan Stanley and Barclays Capital.

Read the full story at CampdenFO.

September 13, 2011

Anything involving families is a recipe for dispute, and family offices are no exception. Most often, the dispute revolves around whether a family office should stick with being a single family office, or branch out and become a multi family office.

Anything involving families is a recipe for dispute, and family offices are no exception. Most often, the dispute revolves around whether a family office should stick with being a single family office, or branch out and become a multi family office.

So which model is best - single or multi? Should the focus be on wealth preservation or creation?

Read the full story at CampdenFO.

August 1, 2011

Family office firm Fleming Family & Partners (FF&P) has hired Scott Oliphant and David Zelouf, as part of its international efforts to grow its ultra-high net worth business.  

Family office firm Fleming Family & Partners (FF&P) has hired Scott Oliphant and David Zelouf, as part of its international efforts to grow its ultra-high net worth business.  

They leave Barclays Wealth, where they worked as account directors, to take on roles as senior client relationship directors in FF&P’s London-based asset management business.

July 4, 2011

Multi family office Fleming Family & Partners has acquired wealth management firm Gebhard, Corrodi and Partners, in a move by the London-based investment office to expand its Swiss business. 

Multi family office Fleming Family & Partners has acquired wealth management firm Gebhard, Corrodi and Partners, in a move by the London-based investment office to expand its Swiss business. 

In a statement on 4 July, FF&P said that it has bought Zurich-based GCP, which has assets under management of around £750 million (€831 million). The cost of the acquisition wasn’t disclosed - GCP’s seven employees, including directors Urs Gebhard and Christoph Corrodi, will join Fleming’s office in Zurich. 

March 8, 2010

What could possibly convince two well-established, independent and family-owned enterprises to take on the ordeal of combining two family offices into one?

What could possibly convince two well-established, independent and family-owned enterprises to take on the ordeal of combining two family offices into one?

March 1, 2010

Fleming Family & Partners, the UK-based multi family office of the Fleming family, confirmed today that fifth-generation Sandy Loder has left the company to start his own business.

Fleming Family & Partners, the UK-based multi family office of the Fleming family, confirmed today that fifth-generation Sandy Loder has left the company to start his own business.
 
The new firm, to be called AH Loder Advisers, will offer wealth management services including family governance, succession planning, next generation training, mentoring and investment management selection.
 

October 26, 2009

Communication between family offices and the families they serve is essential at any time, but the need is currently greater than ever

The credit crunch has brought into sharp relief the importance of adequate communication between families and family offices. Where multifamily offices have lost investors' capital, good communication can be the difference between losing and retaining client trust. Meanwhile, the very existence of single family offices is being called into question if vast sums have been lost and communication is poor or lacking.

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