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family offices

May 30, 2013

The conversion of embattled US hedge fund SAC Capital into a family office could damage the reputation of the industry and prompt authorities to reconsider family offices’ exemption from the Dodd-Frank Act, a wealth sector expert says.

The conversion of embattled US hedge fund SAC Capital into a family office could damage the reputation of the industry and prompt authorities to reconsider family offices’ exemption from the Dodd-Frank Act, a wealth sector expert says.

September 2, 2011

It is not surprising to hear that some asset-rich family offices have cash-flow concerns. A number of family offices need to generate more cash to support family expenditures.

It is not surprising to hear that some asset-rich family offices have cash-flow concerns. A number of family offices need to generate more cash to support family expenditures. Every office has its own reasons for this: marriages, divorces, births, illnesses, deaths etcetera…

At the same time, family offices are dealing with a unique combination of historically low interest rates and inflationary pressures. A lack of liquidity, not just yields, in some markets and asset classes has also become a key investment concern for family office executives.

August 10, 2011

Many finance and family offices professionals are in a state of denial over the imminent implementation of the Dodd-Frank Act, according to the IMS Group’s Jonathan Wilson.

Many finance and family offices professionals are in a state of denial over the imminent implementation of the Dodd-Frank Act, according to the IMS Group’s Jonathan Wilson.

Figures from the professional financial services group show that three-quarters of non-US based finance professionals working in the alternative investment industry are unprepared for the Dodd-Frank Act.  

July 16, 2010

A leading expert believes family offices are likely to escape greater scrutiny from the Securities & Exchange Commission after the US Senate voted for one of the biggest regulatory changes to the financial sector for years.

A leading expert believes family offices are likely to escape greater scrutiny from the Securities & Exchange Commission after the US Senate voted for one of the biggest regulatory changes to the financial sector for years. 

March 8, 2010

Proposals in the US to regulate private wealth managers could have a profound effect on family offices the world over

Proposals in the US to regulate private wealth managers could have a profound effect on family offices the world over 

June 3, 2009

Much talk in the past few months has been focused on which jurisdictions are the most family office friendly. Whilst Switzerland, Monaco and London seem obvious choices when establishing a family office within Europe, we found that the Isle of Man, a self governing British Crown dependency, suited our purposes and is now making concerted and successful efforts to compete in this market.

Much talk in the past few months has been focused on which jurisdictions are the most family office friendly. Whilst Switzerland, Monaco and London seem obvious choices when establishing a family office within Europe, we found that the Isle of Man, a self governing British Crown dependency, suited our purposes and is now making concerted and successful efforts to compete in this market.

March 12, 2009

While commentators, politicians and much of the general public remain unsure about what will happen to the global economy in the short term, single family offices in Europe remain upbeat and believe that the present crises can be survived.

While commentators, politicians and much of the general public remain unsure about what will happen to the global economy in the short term, single family offices in Europe remain upbeat and believe that the present crises can be survived.

March 11, 2009

Family offices are characterised by their provision of high touch, bespoke services. So while investment performance that meets the financial targets of the sundry family members is the ultimate measure of a family office’s success, effective and frequent communication with clients is an essential part of their offering, especially when markets are volatile.

This fourth article in a series of six is written by Paul Watthey, director of marketing, Advent Software EMEA.

Family offices are characterised by their provision of high touch, bespoke services. So while investment performance that meets the financial targets of the sundry family members is the ultimate measure of a family office’s success, effective and frequent communication with clients is an essential part of their offering, especially when markets are volatile.

March 9, 2009

The second annual report by Merrill Lynch and Campden Research has found that Europe’s single family offices responded to the economic crisis in 2008 by pulling their money out of equities and putting it into cash.

The second annual report by Merrill Lynch and Campden Research has found that Europe's single family offices responded to the economic crisis in 2008 by pulling their money out of equities and putting it into cash.

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