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
Family Offices

Chinese wealth managers put faith in family values

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

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

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

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

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

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

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

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
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
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