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Family Offices

Rachel Harrington, Coutts
From Wealth Management / Family Offices June 20, 2017

Family offices find new role smoothing succession planning

Many wealthy families are finding it useful to bring in external advisers to help them formulate plans for succession and identify transitional challenges 

Alexandra Altinger, Sandaire
From Wealth Management / Family Offices October 21, 2016

Partnerships provide multi-family offices with global reach

As investment opportunities become ever more global, private banks and multi-family offices seek to broaden jurisdictional capabilities and expand their range of services

Eric Landolt, UBS
From Wealth Management / Family Offices March 7, 2016

Asia warms to managing money in the family way

A swathe of new family offices are springing up across Asia, adding further struggles to recruiting the best talent

Daniel Pinto, Stanhope
From Wealth Management / Family Offices March 4, 2016

Private Dining: Stanhope service seats all clients at the same table

The mindset at boutique wealth manager Stanhope is to put all its clients on an equal footing, says CEO Daniel Pinto, with its focus on direct deals and private equity a big draw

Gerard Aquilina
From Wealth Management / Family Offices November 19, 2015

Family offices develop a taste for private equity

Family offices’ long-term investment horizons make them ideally suited to private equity investing, but many lack the internal expertise to succeed in the asset class, creating an opportunity for third-party investment boutiques

Stephen Skelly, HSBC
From Wealth Management / Family Offices November 2, 2015

Time to professionalise family business governance

Most successful business families have a good governance framework in place which evolves through generations and adapts to changing circumstances

PWM 1214 cover
From Wealth Management / Family Offices December 9, 2014

Family offices join forces to take on banks

As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come

From Wealth Management / Family Offices March 14, 2014

Multi-family offices must broaden expertise

Multi-family offices need to widen the range of services they offer clients, be it in-house or through strategic partnerships, if they are to grow to their full potential

Jean-Claude Erne, Pictet
From Wealth Management / Family Offices February 3, 2014

Family offices struggle in new environment

Crackdowns on tax avoidance and evasion are forcing single family offices to change how they manage their affairs, with increasing numbers now outsourcing certain aspects of their business

Ariel Arazi, Bedrock
From Wealth Management / Family Offices November 27, 2013

Market performance keeps family offices in equities

Many family offices remain overweight equities as markets continue to outperform other mainstream asset classes, but worry that valuations are too high

Latest PWM video

    Does mixing assets such as equities, bonds and real estate provide the best formula for achieving both capital growth and a regular income stream and how has multi-asset investment evolved from the more primitive ‘balanced’ portfolio of the 1990s?

    Bitesize Global Asset Tracker

    From PWM Research March 20, 2017

    Allocators sense opportunities in Europe and Japan

    Respondents to PWM’s global asset tracker survey predict high growth in European, global and Japanese equities

    Chart 6 growth opps

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