The Shareholder Spring: What are the Implications for Private Client Managers?
08 May 2012
Contrary to this writer’s expectations it seems that the worms have finally turned. In the UK, US and Switzerland long suffering shareholders, fleeced by self-serving and often incompetent senior managers and boards of directors, Read more…
Euro Family Offices to Re-Up with Aggressive Alternatives
28 March 2012
The next 12 months will potentially see many European family offices start to decrease their defensive allocations to cash and start to re-engage with more aggressive asset classes such as private equity, equities, real Read more…
UBS Adds US Research Advisory Board
15 March 2012
UBS Wealth Management Americas, fresh from announcing a pre-tax profit of CHF504 million (approximately $414 million) for the 2011 financial year, a healthy turnaround from a loss of CHF130 million (approximately $104 million) for Read more…
New Partnership Brings Institutional Level Investment Information to Small and Mid-Sized Wealth Managers
15 March 2012
In response to the growing need for better technology solutions within the wider wealth management market, Informa Investment Solutions has partnered with Rocaton Investment Advisors to launch a new front-office wealth management platform called Read more…
New London-Based Property Investment Club Focused on Pooled Deals for Family Offices
07 March 2012
A new venture aimed at forging a new relationship between real estate investments and family offices has launched at the international property show MIPIM in Cannes, France. FORE, Family Office Real Estate, which is Read more…
UK Private Client Satisfaction Levels Driven by Value for Money, Says MDRC Survey
06 March 2012
Value for money is a key concern among clients in the UK wealth management industry, with more than 50% of respondents to the MDRC 2011 Client Satisfaction benchmark highlighting it as an important issue. It Read more…
Taking the Private Office Proposition Downmarket
10 February 2012
The term private office or family office, some might say, is elitist, wrapped in an aura of inaccessibility, and with services that are only available, if they so choose, to the wealth elite. Certainly, Read more…
Global Custodian, Asset Servicer, Master Custodian—What’s in a Name?
20 January 2012
While investment opportunities have flourished in recent years for family offices, there are clear advantages to employing a global custodian. Whether a family office wishes for a global custodian to be the sole asset Read more…
Ireland, Indonesia, Qatar and the US outperform during 2011 as equity markets tank
03 January 2012
Equities are the riskiest financial assets to hold. So in a year in which risk tended to be “off” most of the time it should come as no surprise to learn that most major Read more…
The Have and Have Not of the US Family Office Sector
14 December 2011
In our commercial world huge strategic business decisions are based on well-defined and thoroughly tested numbers. That is a reality for all of the leading business sectors. However, in wealth and in family office Read more…