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Showing 421 - 430 of 456 results for "Family Offices"

SSgA names wholesale vice president

LINDA HAUSKEN  |  FRIDAY, 24 AUG 2012
... efforts into the wholesale distribution channel as part of an expansion of its institutional client offering to family offices, platforms, dealer groups, and independent financial advisers. "Amy's experience of the wholesale channel, understanding of ...

MFOs take growth from banks

MELANIE TIMBRELL  |  TUESDAY, 7 AUG 2012
Boutique multi-family offices are outgrowing bank-affiliated organisations worldwide, according to a Bloomberg Markets study. Of the top 10 fastest-growing firms ranked, only HSBC Private Wealth Solutions was part of a big bank with the other nine on ...

Crystal Wealth appoints former Multiport CEO

LINDA HAUSKEN  |  MONDAY, 6 AUG 2012
... advisory and investment management firm specialising in delivery of services to high net worth individuals and family offices. The business commenced in late 2011.

Investing in Asia conference opens for business

ALEX DUNNIN  |  THURSDAY, 2 AUG 2012
... Singapore, Hong Kong, Jakarta and Kuala Lumpur. The program has been structured for super funds, fund managers, family offices, private banks, regulators and investment specialist to gain insights normally unavailable in Australia. The conference will ...

Family office tech suitability highlighted

MELANIE TIMBRELL  |  WEDNESDAY, 25 JUL 2012
Family offices need to understand market obligations and construct their technology systems and strategy accordingly. SA(C)amus A" Concheanainn, managing director of Foxrock Consulting said given their niche client set, family offices often don't realise ...

Dodd-Frank sees rise in virtual family offices

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
Growing costs associated with Dodd-Frank compliance are making single family offices in the US less sustainable, with virtual and multi family offices in favour as a result. Those were among the findings reported by the Advanced Planning and Family ...

Regulation biggest concern for SFOs

MELANIE TIMBRELL  |  THURSDAY, 5 JUL 2012
Tax and regulatory issues are the biggest concern for single-family offices in terms of risks to managing investments, according to a survey from J.P. Morgan Private Bank. A poll of 125 single family offices (SFO), each with more than US$100 million ...

PPM moves to meet IMA demand

MELANIE TIMBRELL  |  WEDNESDAY, 13 JUN 2012
... Andrew Beirne to its team in anticipation of continued growth in demand for individually managed accounts among family offices, charities and wealthy individuals. "Investors are increasingly rejecting managed funds in favour of the transparency and tailored ...

UHNW households top global growth: BCG

MELANIE TIMBRELL  |  FRIDAY, 1 JUN 2012
... increase, partly as a result of flight to safety. Alternative business models including external asset managers, family offices and online wealth managers however, have taken advantage of the disruption caused by the financial crisis and the willingness ...

Treasury Group commits to Evergreen

LINDA HAUSKEN  |  WEDNESDAY, 30 MAY 2012
... Evergreen. Currently, Evergreen manages approximately $100 million in funds on behalf of high net worth individuals, family offices and institutions.