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Family Offices

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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

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

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

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

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

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

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

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

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

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 

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

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Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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