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Family Offices

Stephen Skelly, HSBC
From Wealth Management / Family Offices November 2, 2015

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

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From Wealth Management / Family Offices December 9, 2014

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

From Wealth Management / Family Offices March 14, 2014

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

Jean-Claude Erne, Pictet
From Wealth Management / Family Offices February 3, 2014

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

Ariel Arazi, Bedrock
From Wealth Management / Family Offices November 27, 2013

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

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

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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

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With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

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