02/03/2012

SGSS Italy secures custody mandate from BSI Wealth Family ‎

SGSS was retained by BSI SIM for its recognised expertise and efficiency, in particular its ability to rationalise and optimise post-trading services related to custody and settlement, as well as for its flexibility in adapting its services to clients&rsq

01/30/2012

Deadline Approaching for Family Office Compliance

One of the many regulatory changes brought about by the Dodd-Frank Wall Street Reform and Consumer Protection Act, this new “family office rule,” provides a broad exemption from SEC registration for many family offices.

01/09/2012

US-based family offices starts the regulatory countdown

If any family offices are still unsure about their exempt status, they need to act soon: Nonexempt family offices have until March 30 to either register with the SEC or restructure to conform with exemption requirements.

01/04/2012

Family offices to increase collaboration in 2012

The London-based advisory group said structures that allow family investors to share knowledge and co-invest, such as investment committees and roundtables, will become more commonplace this year.

12/28/2011

Hedge-Fund Millionaire to launch innovative new fund

Stephen Diggle, who co-founded a hedge fund that made $2.7 billion in 2007 and 2008, plans to open his personal farmland portfolio to investors and start a fund that will trade life-sciences companies.

12/28/2011

Guggenheim Partners seals Madison Avenue deal

Guggenheim Partners, an investment firm that grew from administering the vast private wealth of the Guggenheim family in the early 1900s to a multifaceted financial firm, has signed a large lease at 330 Madison Avenue for its New York headquarters, source

12/27/2011

Family offices looking to grow wealth

Family offices would benefit from taking a three-pronged approach to managing their assets if they want to grow wealth in the current risky economic climate, according to investment manager Stefan Angele.

12/16/2011

Talpion hedge fund to become family office

Henry Swieca will return all of the outside capital to his Talpion Fund Management. Client money accounts for only about one-fifth of Talpion's $500 million in assets under management, Bloomberg News reports.