C. Hoare & Co confirms new chief executive 08:04 GMT C. Hoare & Co has confirmed the appointment of David Green as chief executive following the decision of Jeremy Marshall, its chief executive since April 2009, to step down for longstanding health reasons.
'Big discrepancies' between firms' front office profitability - research 08:04 GMT There are "big discrepancies" between wealth management firms' front office profitability, according to research findings presented by Slaveya Ivanova of Parkwell Management Consultants at a seminar hosted by sister company ComPeer entitled ‘Optimising the Front Office’ (17/05/2016).
Ms Ivanova responded to data on the performance of three categories of wealth management firms over a five year period. These were identified as top, median and worst performers (where firms are loss making).
UBP duo democratise family office selection with new service 23/05/2016 ‘If you can’t beat ‘em, join ‘em’… or so the saying goes. But when the subject refers to family offices in a market saturated such as it is, joining the hordes would be nothing short of “dumb”. Instead, why not do one better and improve the market from its core?
That’s exactly what Jan van Bueren and Thomas Ming aim to do with FOSS Family Office Services Switzerland, a consultancy service held under Union Bancaire Privée’s (UBP) new Switzerland-based Family Office Services Team. By combining a database of existing firms with in-depth client knowledge, FOSS seeks to simplify and democratise the process of selecting a family office.