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
Family Offices

Family offices join forces to take on banks
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

Family offices struggle in new environment
Crackdowns on tax avoidance and evasion are forcing single family offices to change how they manage their affairs, with increasing numbers now outsourcing certain aspects of their business

Market performance keeps family offices in equities
Many family offices remain overweight equities as markets continue to outperform other mainstream asset classes, but worry that valuations are too high

Kleinwort Benson out to boost efficiency in the family arena
Paul Kearney, responsible for ultra high net worth clients at Kleinwort Benson, discusses what makes a good relationship manager and why he believes the business models of many family offices simply do not work

Banks getting the hang of family affairs
Both clients and asset managers are warming to the idea of multi-family offices, while the larger players are taking this threat very seriously

Diversification lets Bedrock build from firm foundations
Wealthy families are gradually shifting allocations from fixed income to equities, says Bedrock’s Ariel Arazi, but he urges clients to diversify into other assets as well
RDR raises questions for family office market
With the Retail Distribution Review set to demand changes to the platform regime in the UK, family offices in the country must adapt their business models

SCM Private invites clients to follow in its footsteps
Alan and Gina Miller, the founders of SCM Private, believe managing their own money alongside their clients’ helps them follow a longer-term strategy, such as avoiding overhyped emerging markets and embracing ETFs

Stonehage aims to build structures that will last
Multi-family office Stonehage focuses on capital protection for wealthy clients, having tempted many away from large private banks, where their portfolios were decimated
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PWM Digital Edition (February/March 2021)
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