When our institutional clients want to talk with us about return-seeking strategies, the conversation most often turns to private markets. No surprise. An increasing amount of capital formation and access to growth and income opportunities occur in the private markets.
When our institutional clients want to talk with us about return-seeking strategies, the conversation most often turns to private markets. No surprise. An increasing amount of capital formation and access to growth and income opportunities occur in the private markets.
Expanding family offices are finding themselves spoilt for choice in recruiting and retaining executive talent to help them navigate an increasingly complex and diversified investment space.
Expanding family offices are finding themselves spoilt for choice in recruiting and retaining executive talent to help them navigate an increasingly complex and diversified investment space.
Private banks are making a concerted effort to win clients from family businesses as they seek to grow their onshore assets under management, writes David Bain.
Private banks are making a concerted effort to win clients from family businesses as they seek to grow their onshore assets under management, writes David Bain.
Swiss wealth managers who are under pressure to diversify away from non-compliant offshore money are rolling out a number of new initiatives.
"Private banks are wanting to court family members of businesses because they know their financial matters will be compliant," said a Zurich-based senior private banker.
More than a third of family businesses and their advisers (family offices) in Europe don’t believe private banks are essential to their wealth management needs, according to a study conducted by Campden Wealth.
More than a third of family businesses and their advisers (family offices) in Europe don't believe private banks are essential to their wealth management needs, according to a study conducted by Campden Wealth.
This compares with just 8% of European family businesses and advisers who thought private banks are crucial to the management of their wealth.
