Building on Today's Opportunities: Family Wealth Alliance
15 May 2012
Tom Livergood, CEO of the Alliance, gave his predictions for trends and implications for the Family Office space. Tom remarked, “The marketplace is very fragmented. No SFO or MFO has more than a 10% Read more…
Networking in the Family Office Space
26 April 2012
Do you have an I-can-go-it-alone mentality? If you’re in the family office arena, you may want to question that aspect of yourself. As Joseph Reilly, president of the Family Office Association in Greenwich, Conn. put Read more…
Gleaneagles Group Spins Out Advisory Firm
24 April 2012
Multi-family office Gleneagles Group has created a new firm, Haven Partners, catering to sophisticated advisory needs of wealthy families. Haven Partners will focus on financial, household, lifestyle management and basic family office services. Amy Moore Read more…
The Replacements
19 April 2012
Passing the torch to the next generation has unenviable complexities. But, one thing is for certain, it is vital that each family members’ goals and objectives are recognized in family succession planning. "The family's Read more…
Singapore to Act to Stem the Flow of ‘Too Many Millionaires’ into the Lion City
05 April 2012
Rumor has it that the city-state and Asian wealth management center Singapore is to end its successful, in fact, overly successful, “fast track” program that gave wealthy foreigners permanent residency. Under the scheme, run Read more…
London Family Office Network Launches Member-Only Peer-to-Peer Networking Club
28 March 2012
Global Partnership Family Offices is this week launching a new members-only proposition called the Private Office Club. Driven by family office needs, this will be a closed network exclusively for family office principals, wealth Read more…
UK Finance Professionals Give 'Serious Consideration' to Working Abroad, Says Research
20 March 2012
Nearly half of UK finance professionals have given serious consideration to moving abroad to work, a new study commissioned by resourcing company Experis has claimed. The information is backed up by figures which suggest that Read more…
Private Banking and Social Media: More Fumbling than Rumbling
15 March 2012
Forty-three out of 100, that is the average points score awarded to 50 of the world’s leading private banks and wealth managers when examined on their social media presence. Assetinum.com, a Swiss-based independent information Read more…
The Growing Allure of the RIA Model as Trust in Financial Services Remains Rock Bottom
13 March 2012
According to the findings from a recent Charles Schwab survey, the future growth picture in the number of advisors taking the plunge and signing up as registered investment advisors is set to be rosy. More than three-fourths Read more…
US and European Cities Still Hold Sway in New Global Competitive Index, with Mid-Tier Cities Driving Growth
12 March 2012
While Asian cities are now the strongest economically, it remains cities in the US and Europe that lead the way in terms of their overall competitiveness, according to a new report from the UK’s Read more…