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Family Offices

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

Amy Lo, UBS
From Wealth Management / Family Offices January 2, 2018

Chinese wealth managers put faith in family values

The wealth management industry in China is maturing, going beyond product pushing to offering a broader range of professional services, and catering to the extended family is now seen as a key consideration

Ahmed Husain, Lombard Odier
From Wealth Management / Family Offices December 1, 2017

Lombard Odier looks to win share of the family office market

Understanding clients' issues and offering them solutions is key to making headway in the family office field, believes Ahmed Husain from Lombard Odier Investment Managers

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

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