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November 22, 2017

While some investors are stepping up their concern around an impending recession, wealth manager Kleinwort Hambros advises it is likely the bull market will continue to “grind higher”.

While some investors are stepping up their concern around an impending recession, wealth manager Kleinwort Hambros advises it is likely the bull market will continue to “grind higher”.

Mouhammed Choukeir, chief investment officer at Societe Generale's UK private banking and wealth management division, said clients are coming to terms with the uncertainties posed by Brexit and Trump.

“These are topics that have been around for some time,” Choukeir said.

November 17, 2017

With 65% of family offices expecting a generational wealth transfer within the 15 years, what better theme than succession to explore at the 2017 North American Family Office Conference?

With 65% of family offices expecting a generational wealth transfer within the 15 years, what better theme than succession to explore at the 2017 North American Family Office Conference?

Campden Wealth’s North American regional manager David Braham said in the next two decades, ultra-high net worth families will hand over $2.1 trillion to their heirs, a process which means grappling with issues around education, leadership, values, and communication.

November 14, 2017

Andreas Feller, Head of Private Banking Zurich, Eastern Switzerland, and ultra-high net worth individuals at the Swiss private banking group Julius Baer, discusses thematic investing, digital disruption, and why women are an increasingly important segment for the wealth management industry

Andreas Feller, Head of Private Banking Zurich, Eastern Switzerland, and ultra-high net worth individuals at the Swiss private banking group Julius Baer, discusses thematic investing, digital disruption, and why women are an increasingly important segment for the wealth management industry

September 14, 2017

A decade since the Global Financial Crisis and there are “echoes”—but nothing more—of history repeating itself with the investment climate remaining relatively “friendly”.

A decade since the Global Financial Crisis and there are “echoes”—but nothing more—of history repeating itself with the investment climate remaining relatively “friendly”.

That is according to Kevin Gardiner, global investment strategist at Rothschild Wealth Management, who gave a press briefing this week around political risk, the effects of ongoing economic expansion, and inflation.

March 10, 2017

The climate for business has not worsened so far and it is still possible to get inflation beating returns on investments, despite political uncertainty from Brexit, Donald Trump and upcoming European elections, says Rothchild & Co.

The climate for business has not worsened so far and it is still possible to get inflation beating returns on investments, despite political uncertainty from Brexit, Donald Trump and upcoming European elections, says Rothchild & Co.

May 6, 2014

The UK's largest charitable foundations increased their giving by 10% over the 18 months to March 2013, according to the Association of Charitable Foundations (ACF), despite falling public and corporate donations.

The UK's largest charitable foundations increased their giving by 10% over the 18 months to March 2013, according to the Association of Charitable Foundations (ACF), despite falling public and corporate donations.

Foundation Giving Trends found charitable giving by foundations grew by £271 million to £2.4 billion, accounting for 14% of total private charitable giving, while income fell by approximately the same amount.

May 25, 2011

Savvy investments and an early commitment to alternatives have ensured one of the world’s biggest family offices has flourished. David Bain examines Harald Quandt Holdings’ strategy
 

When it comes to assets under management, few family offices get much bigger than Harald Quandt Holdings. The Bad Homburg-based investment house has more than $15 billion of assets under management in its various subsidiaries, which includes a sizable chunk at multifamily office HQ Trust.

January 1, 2006

As an investment option Lloyds may have been blighted by past events but in recent years it has emerged as a real alternative asset class for both family offices and HNWIs. Nigel Hanbury looks at the risks and rewards of joining the insurance market

Nigel Hanbury is CEO of Hampden Private Capital.

As an investment option Lloyds may have been blighted by past events but in recent years it has emerged as a real alternative asset class for both family offices and HNWIs. Nigel Hanbury looks at the risks and rewards of joining the insurance market

September 1, 2004

What future do you envision for your collection of art or antiques? Should it stay in the family or become part of the nation’s cultural heritage? Andrea Tardy reports

Andrea Tardy is a managing director of JPMorgan Private Bank and head of its wealth advisory group in Europe, Middle East and Africa.

What future do you envision for your collection of art or antiques? Should it stay in the family or become part of the nation's cultural heritage? Andrea Tardy reports

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