Tag: Family Offices

Corporate Moves December 7, 2020

Mercy’s DCIO Elizabeth Jourdan Heads to Granger

She will move to the New York family office after spending five years at the Catholic health system.

Regulation September 28, 2020

New accredited investor definition will include family offices with at least $5 million in assets.

Asset Management Culture July 2, 2020

Famed investor, who triumphed shorting the housing market in 2008, is the latest to shift into a family office, amid hard times for hedgies.

Shop Talk March 24, 2020

With new strategies and motivations, single family offices are growing up and competing alongside more traditional investors.

Shop Talk March 5, 2020

What recruiters are seeing when it comes to poaching, attracting, and hiring top talent.

News February 11, 2020

Private equity is the top performer, while fixed income is the largest allocation.

Alternatives January 17, 2020

Survey finds family offices allocated the most to equities in 2019.

Research September 25, 2019

UBS survey of family offices says a majority foresee an economic slump in 2020.

Corporate Moves August 19, 2019

Terence Thompson’s financial career started in the Air Force.

Corporate Moves July 10, 2019

Texas endowment’s former head had been member of various boards since 2016 exit.

Shop Talk June 13, 2019

Family office investor details credit opps in Asia-Pacific: outsized alpha with downside protection.

Newsmakers June 11, 2019

Endowment to be modeled on Yale, Harvard’s investment strategies.

Corporate Moves May 13, 2019

New family office head is the second NextGen honoree to enter the C-suite.

Research April 17, 2019

Environmental interests remain the key investment focus for organizations set up for the wealthy.

Corporate Moves April 1, 2019

Albul joins boutique multi-family office serving high-net-worth clients.