Investment
The Global Family Office Report stops short of offering advice—instead the reader must interpret its objective data. In this concluding article, research director Stuart Rutherford and UBS family office head Philip Higson share their personal views on the future focus for family offices
According to legend, The Rockefeller Foundation coined the term ‘impact investing’ in 2007, putting a name to investments made with the intention of generating both financial return and social/environmental impact. Has the concept reached maturity nearly a decade later?
For decades, high-net-worth individuals and families have valued Bermuda for the array of services available in the jurisdiction to support trust structuring, private-wealth preservation, estate management and succession planning. As HNWls continue to look for better ways to protect and manage their wealth, Bermuda is leveraging its well-earned reputation as a leading trust and private client centre to firmly position itself as an ideal location to establish and/or operate a family office.
Overturning the industry’s reputation for secrecy, the third Global Family Office Report provides unprecedented data on everything from sliding hedge fund allocations to cyber-attacks. Michael Finnigan introduces the pioneering piece of research
Socially and environmentally conscious Millennials are reinventing philanthropy by merging traditional foundations with profit-making endeavours and social enterprises, a new report says.
How should family offices approach direct investing? And what is the more important choice – the platforms or the underlying investments? Alison Ebbage examines this rapidly growing multi-billion dollar market
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