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family office

July 30, 2009

The financial crisis has changed the financial services industry as we know it. Markets are focusing more on risk management, stock markets are volatile and corporate bonds not as safe.

The financial crisis has changed the financial services industry as we know it. Markets are focusing more on risk management, stock markets are volatile and corporate bonds not as safe. The credit rating agencies, relied on by regulators under the Basel II capital adequacy regime for banks, are discredited, and global regulation faces restructuring. The Basel Committee is revising its capital adequacy standards, and there are moves in the US and Europe to set up bodies overseeing systemic risk. 

July 9, 2009

Within the family office the role of the trustee is to safeguard assets and present investment options to the family. In today’s litigious society failure to manage these duties can be severe. Henry Frydenson outlines the pitfalls for trustees and offers advice on ways to avoid problems

Within the family office the role of the trustee is to safeguard assets and present investment options to the family. In today's litigious society failure to manage these duties can be severe. Henry Frydenson outlines the pitfalls for trustees and offers advice on ways to avoid problems

July 2, 2009

George Russell Jr has been awarded the Smithsonian Institute’s Woodrow Wilson award for corporate citizenship.

George Russell Jr has been awarded the Smithsonian Institute's Woodrow Wilson award for corporate citizenship. The award marks a lifetime of progress and achievement for Russell, a US family business leader whose success has allowed him to engage in philanthropy and business education. Today, he is chairman of the multifamily office Threshold.
 

May 7, 2009

The Majid Al Futtaim Group, a Middle East-based family-owned business, is offering the services of its financial management experts to institutional and professional investors with the launch of Majid Al Futtaim Asset Management.

The Majid Al Futtaim Group, a Middle East-based family-owned business, is offering the services of its financial management experts to institutional and professional investors with the launch of Majid Al Futtaim Asset Management.

The new entity enables external investors to benefit from the collective experience of a fund management team through the Majid Al Futtaim family office.

April 30, 2009

Last week’s UK budget has been widely seen as a political budget designed to set the parameters for the country’s general election, due next year. Chancellor Alistair Darling’s headline-grabbing increase in interest rates for the wealthy (the top rate is now 50%) was certainly a knee-jerk reaction to political rather than economic problems.

Last week's UK budget has been widely seen as a political budget designed to set the parameters for the country's general election, due next year. Chancellor Alistair Darling's headline-grabbing increase in interest rates for the wealthy (the top rate is now 50%) was certainly a knee-jerk reaction to political rather than economic problems.

April 27, 2009

What is the best way for families and their family offices to communicate? And how do you ensure that this communication is done in the right manner and to a regular timetable? A select panel at Campden’s European Family Office conference met to discuss these crucial questions

Roundtable panel
John Bender's family founded publishing house Matthew Bender & Co, whose involvement with law books date back to 1804. It has been part of the Reed Elsevier Group since 1998. He is now involved in family office wealth management in the Channel Islands and Switzerland.

Jamie Cayzer Colvin is a fifth generation member of his family company, Caledonia Investments, which started as a

February 26, 2009

Asian family businesses do not like outside sources dealing with their investments, so what is the future for their office model?

As the first and second generation proprietors of Asia’s family businesses look to pass control on to their children and grandchildren, private banks and other service providers are hoping that they will look to the Western family office concept to aid the transfer of wealth. But, while succession is a real challenge for Asian family businesses, particularly given the deteriorating economic outlook, observers believe that cultural and financial factors stand in the way of the adoption of formalised family office structures.

June 18, 2008

Rockefeller Financial Services Inc, the main corporate entity in the Rockefeller family's business empire, has announced an alliance with SG Private Banking.

Rockefeller Financial Services Inc, the main corporate entity in the Rockefeller family's business empire, has announced an alliance with SG Private Banking, the global wealth management arm of France-based bank Societe Generale.

The two companies, who will remain independent, aim to serve the financial needs of ultra high net worth individuals and families offices around the world.

June 4, 2008

A client services director at UK-based wealth manager London & Capital has launched a stinging attack on the service standards that prevail in “too many companies” active in the wealth management arena.

A client services director at UK-based wealth manager London & Capital has launched a stinging attack on the service standards that prevail in "too many companies" active in the wealth management arena.

"When [our clients] review their needs, often on the back of a business disposal, many will approach a private bank, and the frustrations for us have been clear to see," said Sean Doyle.

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