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Chinese bank invests in multi-family group 12/08/2016
China Minsheng Banking Group has invested in Carret Private Investments Asia, a multi family office. The firm is an affiliate of Carret Asset Management, an investment manager based in New York.

US round up: Credit Suisse, UBS, HSBC, Wells Fargo and more 05/08/2016
A look at the top US stories this week...

$8bn US firm appoints to new office 26/07/2016

Mayfair IFA launches platform 21/07/2016

Family offices versus private investment offices 15/07/2016

Family wealth adviser joins Merrill Lynch hub 13/07/2016

Family history services: the next big differentiator 22/06/2016

The family office as private equity investor: Greybull Capital LLP, the owner of Scunthorpe steelworks 17/06/2016

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.

KPMG targets family offices with investment advisory service 11/05/2016
KPMG has expanded its investment advisory practice to target one of the “last real long-term investors” as part of a wider push of the firm’s family office offering. As a pure advisory service it will not compete directly with traditional wealth managers but it will “mix up” what is currently an “inefficient model”, practice head Nick Evans told thewealthnet.

 
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