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Asset Management

October 17, 2013

This summer big brand artists continued to set records at the major auction houses. But like all passion investments, art occupies a grey area between investment and lifestyle asset, so what role can it play in a family office’s portfolio? 

This summer big brand artists continued to set records at the major auction houses. But like all passion investments, art occupies a grey area between investment and lifestyle asset, so what role can it play in a family office’s portfolio? 

September 17, 2013

Most global equity markets have recovered sharply in the last year, but that doesn’t mean family offices are piling in, as many of them still remain wary of risk. Campden reports. 

Don't mention the B-word – Bernanke. When the chairman of the Federal Reserve suggested the Fed was starting to think about winding down its asset-purchasing programme investors started heading for the exits, and US equities – not to mention assets in emerging markets, which had benefitted from the global search for yield – nose-dived.

September 5, 2013

Equities ended the second quarter well off their highs, with Federal Reserve chairman Ben Bernanke shouldering much of the blame. This could prove to be a buying opportunity if the world’s biggest economy shows it can strengthen without the use of stimulus. 

Equities ended the second quarter well off their highs, with Federal Reserve chairman Ben Bernanke shouldering much of the blame. This could prove to be a buying opportunity if the world’s biggest economy shows it can strengthen without the use of stimulus.

July 19, 2013

The world’s wealthy intend to take on more risk this year as they try to regain money lost during the global financial crisis, new research reveals.

The world’s wealthy intend to take on more risk this year as they try to regain money lost during the global financial crisis, new research reveals.

In a survey completed by the Institute for Private Investors, an educational and networking service for ultra-high net worth individuals, 63% of respondents said they planned to increase their allocation to global equities in 2013 and 53% plan to increase their positions in domestic equities.

June 18, 2013

Despite a reluctance to take up riskier assets and a lack of confidence in the equity markets, the world’s richest individuals saw their wealth grow 10% in 2012.

Despite a reluctance to take up riskier assets and a lack of confidence in the equity markets, the world’s richest individuals saw their wealth grow 10% in 2012, according to research released today by Capgemini and RBC Wealth Management.

This is in contrast to 2011 when the average investible wealth of high net worth individuals dropped 1.7%, and the sluggish 2.6% average growth seen since 2008.

June 4, 2013

Family business owners are more comfortable investing in tangibles and businesses than other wealthy families, according to new research.

Family business owners are more comfortable investing in tangibles and businesses than other wealthy families, according to new research, allocating three times as much to direct private equity and almost twice as much to real estate as their non-business owning counterparts.

The study, by family office networking centre Family Office Exchange (FOX) and the University of Chicago Booth School of Business, compared the investment decisions made in 2012 by business-owning families, and "financial" families – wealthy families without an operating business.

May 30, 2013

Swiss banks are coming to terms with a world with less banking secrecy. But are they adapting fast enough to a public that wants more transparency?

It’s hard to know what makes a bank safe from collapse these days. The financial crisis a few years back turned everything on its head. But there are things a bank can do – you would hope – that can help stave off collapse.

May 27, 2013

Given all the fuss in the media about problems in southern Europe, you would have thought the entire region was about to go pop. 

Given all the fuss in the media about problems in southern Europe, you would have thought the entire region was about to go pop.

May 24, 2013

Wealthy individuals in the Middle East prefer the privacy and trust of a single family office to the offerings of a multi-family office, new research from investment advisers Invesco has revealed.

Wealthy individuals in the Middle East prefer the privacy and trust of a single family office to the offerings of a multi-family office, new research from investment advisers Invesco has revealed.

As a result, the region’s SFOs dominate MFOs in popularity and the amount of assets under management.

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