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Paul Kearney, Kleinwort Benson
From Wealth Management / Family Offices September 25, 2013

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

PWM 0713 Cover Image
From Wealth Management / Family Offices July 2, 2013

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

Ariel Arazi, Bedrock
From Wealth Management / Family Offices February 26, 2013

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

From Wealth Management / Family Offices December 4, 2012

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

Gina and Alan Miller, SCM Private
From Wealth Management / Family Offices May 31, 2012

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

Ronnie Armist and Andrew Rodger, Stonehage
From Wealth Management / Family Offices March 29, 2012

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

From Wealth Management / Family Offices February 28, 2012

Growing the family business

As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts

Phillip Russell, Victoria
From Wealth Management / Family Offices February 28, 2012

Victoria out to ensure private clients are not caught offside

A private investment office can serve clients by bridging the gap between asset and wealth management, explains Victoria’s Phillip Russell

From Wealth Management / Family Offices February 28, 2012

Multi-family offices thriving in tough times

As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts

William Drake, Lord North Street
From Wealth Management / Family Offices May 4, 2011

Family offices face up to challenging future

The increasing cost of regulation is a key concern for family offices, which often struggle to achieve profitability.

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