He joins from west London firm Owen White Catlin
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.
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.
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.
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
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.
About 150 multifamily offices oversee an additional $450 billion. Both types of firms generally provide investment management and financial planning for their clients.
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.
The arbitration claim alleges the firm to have failed to diversify one of its HNW client’s $30m portfolio
The survey results come at the wake of volatile market conditions
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