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FO Profiles

Swiss wealth managers to lose billions on tax crackdown
November 30, 2011

Banks in Switzerland could lose as much as CHF50 billion (€40.7 billion) in assets under management as a result of a tax crackdown by the UK and Germany, says a new study. According to management consulting firm Booz & Co, wealth managers in Switzerland will also lose CHF1.1 billion in revenues, as clients with the two European countries withdraw their money before the tax treaties come into effect in 2013.

Banks in Switzerland could lose as much as CHF50 billion (€40.7 billion) in assets under management as a result of a tax crackdown by the UK and Germany, says a new study.

According to management consulting firm Booz & Co, wealth managers in Switzerland will also lose CHF1.1 billion in revenues, as clients with the two European countries withdraw their money before the tax treaties come into effect in 2013.

Risk is top concern for family offices
November 22, 2011

Risk management is of top priority for family offices in Europe, as they look to make the best of the uncertain global market environment, finds a new report by Campden Research.

Risk management is of top priority for family offices in Europe, as they look to make the best of the uncertain global market environment, finds a new report by Campden Research.

Entitled Beyond Uncertainty: Family Offices Adapt to Unpredictability, the survey, which analysed more than 50 single and multi family offices across Europe and was sponsored by UBS, found that family offices are increasingly outsourcing risk functions to better deal with monitoring the safety of their investments.

Dynastic will-power
November 10, 2011

Fleming Family & Partners is backed by one of the UK’s most venerable finance dynasties. But that isn’t a guarantee of future success. David Bain reports on how one of Europe’s biggest family offices is now faring after a couple of tricky years 

Unsurprisingly, the actor Daniel Craig, who plays the current James Bond, doesn’t disclose exactly what he does with the small fortune he makes from playing the iconic British secret agent. But if he’s looking for some financial planning, or even some interesting investing options, he might consider looking a bit closer to the character he plays – or at least the person who created that character.

Banks and the family office
September 15, 2011

With investment banking revenues feeling the squeeze, banks are turning their attention to family offices. They are offering a multitude of services and products – some better than others. David Bain looks at the trends and CampdenFO assesses the top 10 in the business.

If a family office is looking for a relationship with a wealth manager there is no shortage of options. Indeed, in the last year or so most of the big global banks have redoubled their efforts to embrace family offices, launching new units to service them and marketing initiatives to tout their services.

Sponsored feature - Successful family office investing in Asia
September 6, 2011

The most sophisticated family office investors are investing in the best opportunities available globally, many of which are in businesses benefiting from ongoing development of the fastest growing major region in the world – Asia.

Wealth Funds for the Long-Term

The most sophisticated family office investors are investing in the best opportunities available globally, many of which are in businesses benefiting from ongoing development of the fastest growing major region in the world – Asia.

Charles-Lim Capital, an independent Asia-based investment firm, manages focused portfolio funds that invest in listed equity securities with a distinct emphasis on businesses in Asia that are well-positioned to benefit from the region’s ongoing development.

Jurisdictional review
June 27, 2011

In the days before air travel and telecommunications shrank the planet, members of wealthy families used to live within close range both of each other and the source of their wealth. It was therefore the residence of the patriarch or other key family members that determined the location of the family office.

In the days before air travel and telecommunications shrank the planet, members of wealthy families used to live within close range both of each other and the source of their wealth. It was therefore the residence of the patriarch or other key family members that determined the location of the family office.

A banking legacy
June 27, 2011

Bedrock, a multi family office, has managed to attract a lot of money from very rich families quickly. Much of its success lies in the background of its senior managers. David Bain reports

Bedrock, a multi family office, has managed to attract a lot of money from very rich families quickly. Much of its success lies in the background of its senior managers. David Bain reports

The alternative view
May 20, 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.

From rubber to hedge funds: the Manuli family story
April 26, 2011

Italy is known for its family dynasties; Prada, Fiat and Missoni are just three that initially come to mind. Aside from their obvious business acumen, something which many people associate with these families is glamour.

Italy is known for its family dynasties; Prada, Fiat and Missoni are just three that initially come to mind. Aside from their obvious business acumen, something which many people associate with these families is glamour.

And despite having made their money in the less than glamorous rubber industry, the Manuli family have proved just as successful and glamorous as many of their more famous contemporaries.