Vimeo
LinkedIn
Instagram
Share |

Family Office

March 24, 2020

Sir James Matthew, the 19th century Anglo-Irish judge, is reputed once to have said: “In England, justice is open to all, like the Ritz Hotel.” That may be the hope of Sir Frederick Barclay, who, with his daughter Amanda, recently began proceedings in the High Court in London alleging that their private discussions in the hotel had been bugged for months by children and at least one grandchild of Sir Frederick’s estranged brother, Sir David.

March 23, 2020

The boards of family businesses need to step up their professionalisation to broaden succession planning, introduce the next generation and improve the gender mix, says a leading international family business consultant.

The boards of family businesses need to step up their professionalisation to broaden succession planning, introduce the next generation and improve the gender mix, says a leading international family business consultant.

March 23, 2020

Seeking to escape the inflation of the 1970s, policymakers have inadvertently engineered an equally powerful deflation machine. Over the past 30 years, this has been mightily reinforced by the transformation of China’s economy and the impact of technology.

Seeking to escape the inflation of the 1970s, policymakers have inadvertently engineered an equally powerful deflation machine. Over the past 30 years, this has been mightily reinforced by the transformation of China’s economy and the impact of technology.

March 16, 2020

Investment fund managers are appealing for calm among investors as the coronavirus pandemic spreads, anticipating a six-month market disruption but divided on if there will emerge a “new normal”.

Investment fund managers are appealing for calm among investors as the coronavirus pandemic spreads, anticipating a six-month market disruption but divided on if there will emerge a “new normal”.

Amundi Asset Management said the impact of the COVID-19 outbreak should prove “short-lived” to the first half of the year with the mobilisation of fiscal tools, leaving the medium-term potential growth of economies intact.

March 12, 2020

February saw concerns over coronavirus truly go global, as cases emerged across Europe and the US, shattering the illusion that this was an infection limited to China.

February saw concerns over coronavirus truly go global, as cases emerged across Europe and the US, shattering the illusion that this was an infection limited to China.

Whilst public safety and containment of the outbreak must clearly be the primary concern, for financial markets the key question is will the virus cause a recession?

March 10, 2020

In late February, news broke that HM Revenue and Customs (HMRC) has set up a new team to investigate the use of Family Investment Companies (FICS) with a focus on Inheritance Tax (IHT).

In late February, news broke that HM Revenue and Customs (HMRC) has set up a new team to investigate the use of Family Investment Companies (FICS) with a focus on Inheritance Tax (IHT).

March 9, 2020

Paul and Wesley Karger founded TwinFocus Capital in 2006 to offer global ultra-high net worth professional investors, entrepreneurs and families a unique single family office feel within a multifamily office setting: the “multi-single family office”.

Paul and Wesley Karger founded TwinFocus Capital in 2006 to offer global ultra-high net worth professional investors, entrepreneurs and families a unique single family office feel within a multifamily office setting: the “multi-single family office”.

The Boston-based brothers’ firm now advises clients on more than $7.1 billion of assets and manages diversified direct investments in private equity and real estate.

February 26, 2020

The epicentre of risk in the financial system has moved. In 2008, it was leverage in the banks. Today, the equivalent risk is in the asset management industry, where a series of interlocking factors have come together to make markets increasingly ‘avalanche prone’. There is an illusion of stability. Low volatility has lulled many to sleep. We believe this will end badly—and are positioning portfolios to protect our clients from the avalanche.

This is the first of two white papers published by our chief investment officer, Henry Maxey, on the current investment climate and where we see the risks. The second paper, Dismantling the Deflation Machine, will be published in March.

February 21, 2020

An inconvenient side effect to living in today’s fully digitised world is that threats have also gone digital—become more difficult to discover, track and neutralise. All financial institutions are now faced with the colossal task of protecting against increased threats to their business, no matter how ‘under the radar’ their profiles have traditionally been—family offices included.

An inconvenient side effect to living in today’s fully digitised world is that threats have also gone digital—become more difficult to discover, track and neutralise. All financial institutions are now faced with the colossal task of protecting against increased threats to their business, no matter how ‘under the radar’ their profiles have traditionally been—family offices included.

Click here >>
Close