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Family Offices

Keith Bloomfield, FWM Holdings
From Wealth Management / Family Offices December 9, 2020

FWM and Stanhope promise family advice free of conflict

More mergers between multi-family offices are to be expected as firms look to comply with regulation and embrace technology

Didier Duret
From Wealth Management / Family Offices November 26, 2020

Private View Blog: Accelerating change in family offices

Family offices are changing as they respond to the economic effects of the coronavirus, the rise of ESG investing and make increased use of outside experts. While they may present challenges to traditional asset managers, these changes are creating opportunities for family offices

Simran Kang
From Wealth Management / Family Offices June 19, 2020

Fintech on Friday: Time for family offices to embrace technology and flourish in the modern world

Many family offices have been slow to adopt the latest digital solutions but they must if they are to remain relevant to a younger client base

PWM 0420 cover
From Wealth Management / Family Offices April 28, 2020

Private banks home in on family finance

Private banks had already been rethinking the way they service global families before coronavirus hit but the crisis means they are focusing more than ever on this key client segment

Matthew Fleming, Stonehage Fleming
From Wealth Management / Family Offices March 24, 2020

Stonehage Fleming sees Covid-19 as a catalyst for change

Matthew Fleming, partner at multi-family office Stonehage Fleming, expects a new cohort of leaders to emerge during the coronavirus crisis and believes the experience will also reinforce the importance of face-to-face contact

Ari Tatos, Stonehage Fleming
From Wealth Management / Family Offices February 25, 2019

Catering to the new breed of global family

There are huge opportunities in servicing families with a global footprint, from managing their assets through to educating the next generation in financial matters 

Lee Wong, Lombard Odier
From Wealth Management / Family Offices December 17, 2018

ESG and private equity dominate Far Eastern family forum debate

Family offices across Asia are building networks of like-minded individuals in order to swap ideas and find investment partners   

James Chen teaser
From Wealth Management / Family Offices May 9, 2018

Putting a family fortune to work for the greater good

James Chen has used the wealth generated by his family’s manufacturing business to invest in socially-enriching projects in poorer countries

Milena Grayde, JP Morgan
From Wealth Management / Family Offices April 11, 2018

JP Morgan investment bank takes seat at family table

JP Morgan’s investment and private banking divisions are collaborating to serve family offices, explains Milena Grayde, who heads up a new team targeting this lucrative market

Sara Ferrari, UBS
From Wealth Management / Family Offices February 21, 2018

UBS sees chance to add colour to family office picture

No family office can do everything and UBS sees an opportunity in using the full range of its services to fill in the gaps, explains the head of its Global Family Office unit, Sara Ferrari

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