Advisors
She Saw Few Black Advisors at Big Firms, so She Started Her Own
Anna N’Jie-Konte, 32, tells ThinkAdvisor why the financial firm recruiting process needs a total overhaul.
June 16, 2020
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Family Office News
Family Offices
Private equity limited partners want more face time with each another
Three-quarters of limited partners in private equity funds say they want more opportunities to interact directly with one another, according to a Coller Capital survey released Monday.
June 16, 2020
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Family Offices
Bobby Gill on Family Offices: How to protect wealth for successive generations
Without proper wealth management, most families lose their businesses and money in 3 generations. Let’s see how family offices can help families manage their money for generations to come.
June 16, 2020
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Family Offices
Asia family offices can use Covid pause to solidify foundation
Asia’s family offices will be ready to seize post-Covid-19 opportunities if they make the most of this break from normality to reinvigorate key systems and structures.
June 15, 2020
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Family Offices
Jersey: The Importance Of Governance In Family Offices
Families come in all shapes and sizes and it follows that there is no one size fits all approach when it comes to establishing an effective governance framework for a single family office (being a private organisation that manages the investments for a single wealthy family) or a multi-family office (being a private organisation which looks after the investments of multiple families).
June 15, 2020
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Family Offices
Family Offices are Joining the Fight Against COVID-19
The coronavirus pandemic has created unprecedented challenges for the global economy and businesses have been compelled to cope with challenges that a mere few months ago were simply unimaginable. Asset and Wealth Management firms are no exception to this economic anomaly. So how is this industry, that excels at problem solving, coping now that it is no longer ‘business as usual’ and as it faces ‘once in a generation’ economic challenges?
June 15, 2020
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Succession
The Next Generation Takes Ownership in USTC
First financial steps have been made to cement the planned succession process of Torben Østergaard-Nielsen’s global shipping group United Shipping & Trading Company (USTC), based in Middelfart, Denmark.
June 14, 2020
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Impact Investment
Covid-19 Crisis Unlikely to Affect Impact Investing
Most impact investors recently surveyed by the Global Impact Investing Network (GIIN) expect to maintain or boost their commitment to impact investments this year in response to the coronavirus pandemic, and most plan to stick to strategies focused on addressing the U.N.’s sustainable development goals.
June 14, 2020
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Family Offices
Pictet Family fund will tap into the family business market
Pictet Family Fund, giving an opportunity to invest into family businesses, will fill what it argues is a gap in the market.
June 14, 2020
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Industry Tips
The Mutual Fund Show: A Strategy That Can Help Cushion Portfolios In A Crisis
As Covid-19 selloff in March led to losses in equity portfolios, spooked investors started pulling out of debt mutual funds, causing a liquidity crunch for some short-term schemes and plans that invest in higher-yield but lower-rated paper.
June 13, 2020
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