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fred fruitman

May 20, 2019

Ethically minded, technology savvy and eager to make a positive impact—the next generation are driving family offices’ movement into sustainable and impact investing. But are the expectation of returns realistic or are families just following a trend?

Sustainable and impact investing continue to be attractive for family offices and are among the fastest growing areas in the average family office investment portfolio. But uncertainty persists for many interested in the asset class, with fewer expert advisers compared to more traditional classes. 

Family offices increased their foray into sustainable investing over the past 12 months, with more than one-third (38%) now engaged in the practice, according to The Global Office Family Report 2018 (GFOR). 

May 14, 2019

Family offices registered their best investment performance in five years and the majority intend to maintain or further increase their deal flow. Yet as experts warn that the bubble may burst, are families prepared for what comes next?

Record returns, a trend towards high risk, more illiquid investments in pursuit of yield, and an increased appetite for co-investments all shaped the family office landscape last year. So, how have family offices structured their portfolios for such high returns?

In 2017, investment performance converted into capital gains, with almost half (48%) of family offices reporting their assets under management have increased over the 12 months surveyed.

January 2, 2008

Once a family has decided to set up and manage its own hedge fund there are many factors that must be considered. Michael Fischer interviews two families who have already taken the plunge to see what can be learned from their experiences

Once a family has decided to set up and manage its own hedge fund there are many factors that must be considered. Michael Fischer interviews two families who have already taken the plunge to see what can be learned from their experiences

January 1, 2008

Asked what advice he would offer other family offices interested in marketing a hedge fund product, Fred Fruitman makes several important points.

Fred Fruitman is managing director at Loeb Partners, the investment arm of the Loeb family, which today manages its own hedge fund. Click here to read about families who have set up their own hedge funds. Asked by Michael Fischer what advice he would offer other family offices interested in marketing a hedge fund product, Fruitman makes several important points…

May 1, 2007

Families in Business chaired a roundtable discussion at Campden’s Family Alternative Investment Conference to discuss whether now is a good time for families to purchase AIs, the growing impact of green investments and the asset classes to look out for

Families in Business chaired a roundtable discussion at Campden's Family Alternative Investment Conference to discuss whether now is a good time for families to purchase AIs, the growing impact of green investments and the asset classes to look out for.

Is now a good time to purchase alternative investments and, if so, why?  

January 1, 2006

As part of an occasional series, Melanie Stern chairs a roundtable discussion at Campden’s Family Office Conference on the pertinent issues for family offices in 2006 and beyond

As part of an occasional series, Melanie Stern chairs a roundtable discussion at Campden's Family Office Conference on the pertinent issues for family offices in 2006 and beyond

Roundtable panel

Mike Orr is vice president and CFO of SEB Management, a single family office in Victoria, Canada and president of GlenRoss PTC Holdings Inc, the trustee company for the Brydson family trusts. He is originally from the UK.

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