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Family Offices

William Woodson, Boston Private
From Wealth Management / Family Offices May 6, 2021

Private View Blog: Don’t blame family offices for sins of the individual

Family offices are, in essence, simply extensions of private individuals, and blaming these institutions for the investment activities of their founders is missing the point

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From Wealth Management / Family Offices April 22, 2021

Private banks swarm around family office honey pot

Private banks are setting up specialist teams to target the growing number of family offices, but must better align their structures to accommodate this demanding client segment

Adam Johnson, Pictet Asset Management
From Wealth Management / Family Offices April 20, 2021

Investors look to play the generation game

Research suggests family-owned businesses tend to  carry less debt and outperform the wider equity market

Matthias Schulthess
From Wealth Management / Family Offices April 12, 2021

Wealth industry adjusts to meet family clients' growing appetite for alternatives

With private equity the asset class of choice for the wealthiest clients, private banks are having to boost their internal skillsets

Michael Blake, Union Bancaire Privée
From Wealth Management / Family Offices April 8, 2021

Is an integrated model key to serving family offices?

Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families

Edouard Thijssen, Trusted Family
From Wealth Management / Family Offices April 2, 2021

Fintech on Friday: Moving the family office online

The Covid-19 pandemic has forced family offices to adopt new technology at pace, helped in no small part by the engagement of younger family members

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

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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

Dublin as an asset management centre: Furio Pietribiasi, CEO of Mediolanum International Funds, discusses how Dublin's specialist recruitment drive has facilitated the city's transition from distribution nexus to a theatre for innovative investment.

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