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Wealth Unit Revamp at UBS Indicates a New Profit Strategy

Wealth Unit Revamp at UBS Indicates a New Profit Strategy

Dec 19. 2019 Swiss banking giant UBS is revamping its wealth management operations indicating a shift in the way it serves ultra-wealthy investors and family offices across the world. The bank intends to launch a ...

Private Investments: Family Offices Brace for Lower Returns

Private Investments: Family Offices Brace for Lower Returns

Dec 17. 2019 Family offices and institutional investors face lower returns on their invested capital in private investments as valuations have surged to a record high this year....

Succession Planning: The Impact of Skipping a Generation

Succession Planning: The Impact of Skipping a Generation

Dec 12. 2019 Some family offices choose a succession-planning path that skips a generation entirely, transferring wealth and business assets from grandparent to grandchild. While it isn’t common, there can be se...

New Transparency Regs Could Impact Real Estate Market in Cayman Islands

New Transparency Regs Could Impact Real Estate Market in Cayman Islands

Dec 5. 2019 Wealthy investors and family offices that have real estate in the Cayman Islands could see the value of their holdings readjusted as property investment rules and financial regulations are tightened....

Family Offices Face Fewer Protections in a Crowded Private Debt Market

Family Offices Face Fewer Protections in a Crowded Private Debt Market

Dec 5. 2019 In the hunt for yield, some family offices and private investors are making increasingly risky compromises. The volume of private debt issued with little to no covenants has increased while the spread ...

How a Family Business Teams Up With Local Charity to Provide Access to Clean Water

How a Family Business Teams Up With Local Charity to Provide Access to Clean Water

Dec 3. 2019 The lack of access to clean drinking water is a critical global issue. An estimated 801,000 children younger than five perish from diarrhea each year, mostly in rural parts of developing countries, acc...

Making Philanthropy the Family Business

Making Philanthropy the Family Business

Nov 28. 2019 Family-owned businesses are increasingly adopting philanthropy as a core aspect of their business model rather than a personal endeavor relegated to the sidelines. With the rise of social entreprene...

Mauritius Aims to Attract Family Offices

Mauritius Aims to Attract Family Offices

Nov 26. 2019 Mauritian regulators have implemented new rules in an effort to attract more family offices and wealthy investors to the island nation. Mauritius, a tax haven off the coast of Madagascar, is positioni...

How Investors Are Using Satellite Images to Gain an Edge

How Investors Are Using Satellite Images to Gain an Edge

Nov 22. 2019 Family offices are among the investors tapping advances in technology in their hunt for critical data to gain an edge in making investment decisions. Some are even going beyond Earth’s atmosphere. ...

Wealthy Investors Find Opportunity In Dubai’s Plunging Real Estate Market

Wealthy Investors Find Opportunity In Dubai’s Plunging Real Estate Market

Nov 20. 2019 It wasn’t too long ago that family offices and wealthy investors saw Dubai’s real estate market as a safe haven. Property prices accelerated rapidly in the wake of the global financial crisis of 2...

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