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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.

January 5, 2017

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. 

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.

October 26, 2016

Why appoint family members as directors when the pool of excellent, qualified, independent executives numbers in the thousands?

Why appoint family members as directors when the pool of excellent, qualified, independent executives numbers in the thousands?

The Fourth of July is a US national carnival unlike any other – celebrating the anniversary of the signing of the Declaration of Independence in 1776.

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.

May 20, 2016

Family offices and high net worth individuals continue to be among the leading investors in impact investments, despite increasing interest from mainstream financial institutions, according to a new report.

Family offices and high net worth individuals continue to be among the leading investors in impact investments, despite increasing interest from mainstream financial institutions, according to a new report.

Released by the Global Impact Investing Network (GIIN) and JP Morgan, the sixth annual Impact Investor Surveyfound that wealthy individuals and families accounted for 11% of total capital raised by fund managers.

April 14, 2016

Greybull Capital, the British family office that purchased Tata Steel’s European Long Products division this week, expects to return the loss-making business to profitability within one year, despite intense pressure from Chinese rivals.

Greybull Capital, the British family office that purchased Tata Steel’s European Long Products division this week, expects to return the loss-making business to profitability within one year, despite intense pressure from Chinese rivals.

The statement from Marc Meyohas, co-founder of Greybull Capital and former CEO of Cityspace, comes shortly after the family office announced plans to buy Tata Steel’s Scunthorpe-based plant, saving 4,400 jobs.

April 8, 2016

Family businesses claim superiority due to their long-term orientation. Nowhere is this more evident than their treatment of people

On a cold, rainy February night, I connected through New York’s La Guardia Airport. The plane stopped short of the gate, and the passengers walked down steps to the tarmac to collect our gate-checked bags and walk about 200 metres in the rain to the terminal.  This is the airport for America’s greatest city, I thought, yet it is clearly suffering from neglect.

April 8, 2016

The scandal over offshore investments is not set to influence the investment decisions of family offices, experts say, although reputational risk is a key consideration.

The Panama Papers revelations are unlikely to influence the decisions that ultra-high net worth (UHNW) families make over their finances, according to a leading specialist.

There are only likely to be “very, very limited” effects on how family offices operate, said Sascha Klamp, managing director and chief investment officer of London-based CITE Investments.

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