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Showing 1 - 10 of 14 results for "Global Family Office"

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... participants that have a combined US$1.4 billion net worth in J.P. Morgan Private Bank's inaugural 2024 Global family office report cite succession planning as a top priority. Out of the 190 global family offices canvassed, of which 144 were based ...

Family offices feeling optimistic about 2024

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... next 12 months, notwithstanding concerns about inflation and geopolitical strife. According to Citibank's Global Family Office Survey Insights 2023 report, nearly all respondents (95%) are expecting positive portfolio returns in 2024, with over two-thirds ...

Talent attraction key to family office growth: KPMG

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
The growth of local family offices in the past five years is driving an increase in demand for investment and management staff, according to KPMG's Australian Family Office Benchmark Report 2023. The survey, produced by KPMG together with Agreus ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
... to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global Family Office Report, which found the lack of a succession plan to be most common among smaller family offices or those with less than US$250 ...

Family offices maintain a steady course: Goldman Sachs

CHLOE WALKER  |  WEDNESDAY, 10 MAY 2023
Despite the geopolitical and economic landscape, most family offices have only moderately adjusted their asset allocations from 2021, according to Goldman Sachs' latest global survey of family offices. Informing their investment decisions, Goldman ...

Family offices embrace crypto: BNY Mellon

CHLOE WALKER  |  THURSDAY, 24 FEB 2022
BNY Mellon's inaugural Global Family Office Survey shows 77% of family offices are engaging with cryptocurrencies while those already invested plan to up their exposures. BNY Mellon's report looks at how growing differences across generations and rising ...

Louise Walsh launches Walsh Capital

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
Former Future Generation chief executive Louise Walsh is branching out independently, launching Walsh Capital. Walsh Capital will provide bespoke capital raising for a select group of boutique investment managers, typically managers which have been ...

Government launches emerging market impact investment fund

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
... ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing. The Global Family Office Report 2017 revealed that two-fifths (40.4%) of family offices foresee increased allocation towards impact investments which ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
... family offices set to ramp up allocation towards impact investing, according to the latest research. The Global Family Office Report 2017 reveals that two-fifths (40.4%) of family offices foresee increased allocation towards impact investments which ...

Family offices put focus back on equities: Research

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
... equity, according to latest research. In a survey of principles and executives among 262 family offices, the Global Family Office Report 2017 found that after a year of poor performance in 2015, family offices' average investment portfolio bounced back ...
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