Family offices are changing as they respond to the economic effects of the coronavirus, the rise of ESG investing and make increased use of outside experts. While they may present challenges to traditional asset managers, these changes are creating opportunities for family offices
Family Offices
Fintech on Friday: Time for family offices to embrace technology and flourish in the modern world
Many family offices have been slow to adopt the latest digital solutions but they must if they are to remain relevant to a younger client base
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
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
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
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
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
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
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
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
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|