
EstateSpace and Tapestry Associates Combine Forces to Transform Family Offices
Asset Management Made Simple. EstateSpace and Tapestry Associates provide decades of combine real world experience to deliver a complete solution.

Asset Management Made Simple. EstateSpace and Tapestry Associates provide decades of combine real world experience to deliver a complete solution.

Hyderabad-based diagnostics startup DoctorC launches Safe Workplace of the Future, an initiative that aims to make getting back to work efficient and scalable, while ensuring compliance and safety.

Family offices typically advised their clients to increase gold allocation towards the end of 2019. The covid-19-driven market fall has likely resulted in unrealized losses in some of the client portfolios.

The family office sector is a coveted space as trillions of dollars under management soar across the globe. Increasing numbers of firms labelling themselves as “multi-family offices” have been popping up to grab their share of the market for the better part of the last decade. Yet, one must question whether these entities are what they say they are or if they are just private banks and traditional wealth managers “borrowing” the label to enter this lucrative arena.

Just like the global financial crisis, Australia is emerging from Covid-19 more strongly than the rest of the developed world. Investment banks here have never been busier, raising huge sums of equity from one of the world’s largest asset pools. When borders reopen they will be primed for outbound M&A. But why does almost nobody have a private banking business? In the first of a two-part series on Australian investment banking, we look at the work that came out of a global pandemic.

Creative Planning has bolstered its presence in Kansas with the purchase of Sunrise Advisors for an undisclosed sum.

“You can’t wait for the world to come back to face-to-face,” says David Canter, head of its RIA channel.

Offshore jurisdictions have historically been popular places to incorporate investment holding vehicles. The corporate law of offshore jurisdictions is typically flexible and free from the requirement to prepare audited financial accounts. Offshore jurisdictions are also well served by professional service providers such as lawyers, accountants and corporate secretarial providers.

Some of the most fascinating topics covered this week are: Investing (Five levels to become the master investor; Buy-and-hold myth; Green investing has shortcomings), Business (Coronavirus rips a hole in newspapers’ business models; Meet the 13-year-old entrepreneurs), Lifestyle (Why so many smart people aren’t happy) and Geopolitics (Art of war and Sino-Indian business).

For those new to the concept of impact investment, the field and available information and data often raise more questions than answers. This is largely attributed to insufficient data on past impact investment performance.