Family Office
UBS Sees 25 Asia Family Office Clients This Year
02/21/2012
UBS AG’s Global Family Office division aims to begin serving 25 clients in Asia this year, with assets of at least $200 million each, Amy Lo, managing director and head of ultra-high net worth, Asia-Pacific, told journalists in Singapore today.
European family offices invest in India
02/16/2012
Family offices in Europe are increasingly focusing on investment opportunities in India, in a bid to take advantage of the country’s rapid economic growth.
Multi-Family Office Wins PAM Award For Best Client Service
02/15/2012
The award, which recognizes the firm's achievements in the over $2.5bn category, honors those that have successfully served high-net-worth individuals and families in an increasingly complex economic and legislative environment.
US-based wealth boutique bolsters family governance services
02/13/2012
Reporting directly to Founder and Chief Investment Officer Kevin Harris, Day is responsible for coordinating governance efforts for client families through heir preparedness, financial literacy education, family meeting facilitation, and constitution and
SGSS Italy secures custody mandate from BSI Wealth Family
02/03/2012
SGSS was retained by BSI SIM for its recognised expertise and efficiency, in particular its ability to rationalise and optimise post-trading services related to custody and settlement, as well as for its flexibility in adapting its services to clients&rsq
Deadline Approaching for Family Office Compliance
01/30/2012
One of the many regulatory changes brought about by the Dodd-Frank Wall Street Reform and Consumer Protection Act, this new “family office rule,” provides a broad exemption from SEC registration for many family offices.
