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SEC

August 15, 2011

Falling returns, rather than regulatory reasons, might explain the growing number of hedge fund managers converting into family offices in the US, say experts.

Falling returns, rather than regulatory reasons, might explain the growing number of hedge fund managers converting into family offices in the US, say experts.

Sophie Dworetzsky, a partner at international law firm Withers, reckons that tougher times is making the family office model more attractive. “The financial situation now is causing people to move away from being a bigger hedge fund managing a lot of money to a multi or single family office,” she said.

August 10, 2011

Many finance and family offices professionals are in a state of denial over the imminent implementation of the Dodd-Frank Act, according to the IMS Group’s Jonathan Wilson.

Many finance and family offices professionals are in a state of denial over the imminent implementation of the Dodd-Frank Act, according to the IMS Group’s Jonathan Wilson.

Figures from the professional financial services group show that three-quarters of non-US based finance professionals working in the alternative investment industry are unprepared for the Dodd-Frank Act.  

July 28, 2011

Given that George Soros, arguably the most successful hedge fund manger ever, is turning his hedge fund into a family office are others about to follow his lead?

Given that George Soros, arguably the most successful hedge fund manger ever, is turning his hedge fund into a family office are others about to follow his lead?

Some are wondering whether other big names in the industry like James Simons at Renaissance Technologies, John Paulson at Paulson & Co and David Tepper at Appaloosa Management are about to turn their hedge funds into family offices?

June 24, 2011

The United States Securities and Exchange Commission has made its definition of “family office” more narrow, which some say could possibly force offices to lose clients or incur heavy costs to comply under the new rule.

The United States Securities and Exchange Commission has made its definition of “family office” more narrow, which some say could possibly force offices to lose clients or incur heavy costs to comply under the new rule.

According to a statement by SEC, private family offices will be exempt from regulations under the Dodd-Frank Wall Street Reform and Consumer Protection Act only if they advise family clients, do not project themselves as investment advisers and are completely controlled by the family.

October 28, 2010

US family offices won a significant battle in their efforts to remain private earlier this year when they gained exemption from the Dodd-Frank Wall Street Reform and Consumer Protection Act, writes Katie Barker

US family offices won a significant battle in their efforts to remain private earlier this year when they gained exemption from the Dodd-Frank Wall Street Reform and Consumer Protection Act, writes Katie Barker.

Following the backlash from family offices over having to register with the US Securities and Exchange Commission and in order not to inadvertently disadvantage family offices, the US regulators amended the reforms to exclude family offices.

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