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multi family office

April 2, 2018

As family offices continue to grow in structure and wealth, how is this affecting the commercial multi family office industry? How are they managing wealth or is their focus shifting away from investment advice? Alexander Ferguson reports 

As family offices continue to grow in structure and wealth, how is this affecting the commercial multi family office industry? How are they managing wealth or is their focus shifting away from investment advice? Alexander Ferguson reports 

After 2008, the commercial multi family office (CMFO) industry was anxious. More than a quarter of high net worth individuals (HNWIs) either pulled assets out of their wealth management firms or left them altogether, according to a survey by Merrill Lynch and Capgemini.

October 13, 2016

One of the largest international multi family offices in Europe has bucked the trends of uncertainty and low returns by consolidating its ultra-high net worth client services with an emphasis on multigenerational planning.

One of the largest international multi family offices in Europe has bucked the trends of uncertainty and low returns by consolidating its ultra-high net worth client services with an emphasis on multigenerational planning.

February 18, 2016

US wealth manager Abbot Downing has established a new business strategy to better focus on single family office clients, with its president stating that more investment entities are transitioning into family offices in the face of increasing regulation.

US wealth manager Abbot Downing has established a new business strategy to better focus on single family office clients, with its president stating that more investment entities are transitioning into family offices in the face of increasing regulation.

The group announced last month that it would be appointing Joe Freeman its new head of family office services. The platform would facilitate access to products and services provided by Abbot Downing’s parent company Wells Fargo.

September 3, 2015

High net worth individuals are not the most obvious investors in infrastructure, an asset class more closely associated with institutional investors. But some general partners as well as their advisers are finding family offices and the money managers of the ultra wealthy are increasingly receptive to their overtures. Brendan Malkin investigates.

Just before the 2008 financial crisis, the large London based multi family office Stonehage Fleming decided to rethink where it deployed some of the large pool of capital it was managing for several rich families.

August 7, 2015

Working alongside future generations of clients was one of two driving factors in governance and ownership changes at Matter Family Office, according to a member of its new board of managers.

Working alongside future generations of clients was one of two driving factors in governance and ownership changes at Matter Family Office, according to a member of its new board of managers.

The US multi family office, based between Denver and St Louis, announced last month it was shifting from a firm led by a CEO and managing director to a partnership. Founded in 1990, the firm serves 50 core clients across 20 states, with $5 billion assets under management.

March 6, 2015

Merged multi family offices (MFO) SandAire and Lord North Street Private Investment Office have rebranded their combined entity as Sandaire Investment Office.

Merged multi family offices (MFO) SandAire and Lord North Street Private Investment Office have rebranded their combined entity as Sandaire Investment Office.

The two London-based MFOs announced they were joining forces in March 2014 and have spent the past nine months integrating the two businesses across all areas, including client servicing, the investment process and operational systems.

Financial terms of the merger were not publicly disclosed.

July 8, 2013

A London-based family office today announced the appointment of a former UK secretary of state to its advisory board.

A London-based multi family office today announced the appointment of a former UK secretary of state to its advisory board.

David Blunkett, secretary of state in Tony Blair's Labour government from 2001 to 2004, has joined Oracle Capital. Blunkett said in a statement: "I am looking forward to offering insights from a lifetime of engagement in both the public arena and private and social entrepreneurship."

December 14, 2012

External asset advisers are benefiting from a growing distrust among wealthy families in big banks, according to a director at financial research firm Cerulli Associates.

External asset advisers are benefiting from a growing distrust among wealthy families in big banks, according to a director at financial research firm Cerulli Associates.



Following the 2008/2009 financial crisis, Bing Waldert reckons the wealthy are increasingly using multi family offices to manage their money – and MFOs in turn are making use of external asset advisers. 
 

December 3, 2012

Despite the huge growth of the very rich in the big emerging markets, family offices have been slow to take hold. Campden asks why.

Dotted about Hong Kong’s and Singapore’s financial services districts are a number of multi family offices – or at least individuals and groups of people calling themselves multi family offices.

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