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Family office investments

June 13, 2013

Distressed debt sounds like another difficult asset class, with the real money being made by its sellers. But some investors are enthusiastically buying it up.

On the morning of 2 October last year a four-masted, 104-metre long Argentinian naval-training frigate, called the ARA Libertad (pictured, right), sailed into a harbour in Ghana planning to take on supplies. The 300 crew were rather surprised when Ghanaian authorities informed the captain that the ship was being detained in the port on the orders of a court.

June 4, 2013

Family business owners are more comfortable investing in tangibles and businesses than other wealthy families, according to new research.

Family business owners are more comfortable investing in tangibles and businesses than other wealthy families, according to new research, allocating three times as much to direct private equity and almost twice as much to real estate as their non-business owning counterparts.

The study, by family office networking centre Family Office Exchange (FOX) and the University of Chicago Booth School of Business, compared the investment decisions made in 2012 by business-owning families, and "financial" families – wealthy families without an operating business.

May 24, 2013

Despite the Madoff scandal being an increasingly distant memory, concern about financial fraud is still uppermost in the minds of the wealthiest investors, particularly when it comes to hedge funds, according to a recent study.

Despite the Madoff scandal being an increasingly distant memory, concern about financial fraud is still uppermost in the minds of the wealthiest investors, particularly when it comes to hedge funds, according to a recent study.

Corgentum, an operational due diligence consultancy, found that family offices across the US, Europe and Asia are doing much more due diligence on their hedge fund holdings as a result of concerns.

March 18, 2013

Family offices are rotating out of cash and bonds, and are instead upping their investments in equities and real estate, according to research. 

Family offices are rotating out of cash and bonds, and are instead upping their investments in equities and real estate, according to research.

The study by fund management firm Somerset Capital, which surveyed 51 family offices – predominantly from Europe – earlier this year, found 48% planned to increase their allocation to equities in 2013. Half of respondents said they wanted to boost their investments in real estate, while 46% were looking to bolster their private equity allocations.

February 28, 2013

Families are often tempted by the idea of teaming up to pool expertise, but the reality can be less enticing than it sounds.

Fed up of paying two and 20? Tired of getting returns near the median? It may be time to strike a deal – and it seems that many family offices are joining forces for the first time.

Club deals, the staple of the private equity sector, are the flavour of the month. On both sides of the Atlantic, the world of family offices is awash with talk of who is striking deals with whom.

December 14, 2012

External asset advisers are benefiting from a growing distrust among wealthy families in big banks, according to a director at financial research firm Cerulli Associates.

External asset advisers are benefiting from a growing distrust among wealthy families in big banks, according to a director at financial research firm Cerulli Associates.



Following the 2008/2009 financial crisis, Bing Waldert reckons the wealthy are increasingly using multi family offices to manage their money – and MFOs in turn are making use of external asset advisers. 
 

December 12, 2012

Europe’s wealthiest families have registered the worst investment returns in five years, due to an over-allocation of assets such as cash and real estate that underperformed compared to investments in government bonds. 

Europe’s wealthiest families have registered the worst investment returns in five years, due to an over-allocation of assets such as cash and real estate that underperformed compared to investments in government bonds.

December 6, 2012

ETFs are changing the way that investment is done, but family offices remain wary of them. Are they missing a trick?

For most people, exchange traded funds are all about beta. And since Lehman Brothers vanished in a puff of smoke four years ago beta is what a lot of people have been happy with: protecting wealth has been the name of the game.

December 5, 2012

Single family offices will not be required to register as commodity pool operators, following a change of heart by the US Commodity Futures Trading Commission.

Single family offices will not be required to register as commodity pool operators, following a change of heart by the US Commodity Futures Trading Commission.

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