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risk management

January 13, 2012

Following the financial crisis, families tend to want more insight into investments, risk control and performance attribution. To explore how family office clients' mix wariness and desire for reasonable returns, Advent Software has released a white paper on the world of risk management.

Following the financial crisis, families tend to want more insight into investments, risk control and performance attribution. Furthermore, there are increased regulatory concerns about investor protection and calls for greater transparency. This is putting pressure on firms to up their game when it comes to the quality and type of services they provide to clients.

In particular, many firms recognise the need for more efficient and comprehensive risk management and reporting to meet the more stringent requirements of families today.

June 3, 2009

This year, for SFOs Europe-wide, it’s a question of risk management and cash alternatives, says Merrill Lynch’s Mark Nixon in this exclusive interview with Bruce Love.

This year, for SFOs Europe-wide, it's a question of risk management and cash alternatives, says Merrill Lynch's Mark Nixon in this exclusive interview with Bruce Love.

June 3, 2009

Last year was the year that diversification didn’t work. For many family offices, diversification was the cornerstone of their risk management approach. In light of the new investing environment, are family offices changing the way they approach risk management?

Last year was the year that diversification didn't work. Traditional investment theory was turned on its head as the majority of asset classes fell in unison. For many family offices, diversification was the cornerstone of their risk management approach and few succeeded in their key goal – the preservation of capital. In light of the new investing environment, are family offices changing the way they approach risk management?

March 26, 2009

There are several key themes that family offices are wrestling with at present as they face up to this period of extreme market turmoil and uncertainty. Risk though is proving to be an area of particular focus.

This final article in a series of six is written by Mats Berggren, Director of Sales, Advent Software EMEA.

There are several key themes that family offices are wrestling with at present as they face up to this period of extreme market turmoil and uncertainty. Risk though is proving to be an area of particular focus.

November 1, 2008

Thierry Malleret begins our special report on risk management by looking at the global risks facing family businesses today

Global risks are today's risks. They are an integral part of a world characterised by ever greater complexity and accelerating change, and they are becoming more relevant and pervasive than ever.

Businesses cope well with those kinds of "familiar" business risks traditionally within the canvas of the firm (eg, project risks, competitive risks, industry risks, currency risks), but often find themselves far less well equipped to deal with a set of new, less familiar, potentially more dangerous, global risks.

April 4, 2008

Poor risk management is putting many wealthy families in jeopardy of a host of dangers, including legal action, theft and even kidnapping, according to Harry Dawe-Lane, newly appointed Aon ultra high net worth advisor.

Poor risk management is putting many wealthy families in jeopardy of a host of dangers, including legal action, theft and even kidnapping, according to Harry Dawe-Lane (pictured), newly-appointed Aon ultra high net worth advisor.

Dawe-Lane, who joins Aon Private Risk Management to advise family offices around the globe, says as families get richer and their tangible asset bases grow, protecting these assets and liabilities through sophisticated risk management strategies becomes increasingly important.

September 1, 2004

Family businesses have opportunities to use sophisticated strategies to manage financial risk. But, as Mark Rubin explains, they can also apply similar principles to manage human risk

Mark Rubin is co-founder of the Metropolitan Group, LLC.

Family businesses have opportunities to use sophisticated strategies to manage financial risk. But, as Mark Rubin explains, they can also apply similar principles to manage human risk

January 1, 2004

For most years since 1960 art prices have continued to outpace the world stock markets – justification that art investment can be an important component of a family’s investment portfolio. But prices are volatile, so beware of the risks

Randall James Willette is Managing Director of the London-based Fine Art Wealth Management serving wealth managers and their private clients on art management and investment.

For most years since 1960 art prices have continued to outpace the world stock markets – justification that art investment can be an important component of a family's investment portfolio. But prices are volatile, so beware of the risks

January 1, 2004

Risk management is no longer the preserve of publicly traded concerns and safeguarding interests means taking a hard look at the programmes on offer

Nick Dryden is a Partner in Moore Stephens in Geneva specialising in risk management for international and family companies.

Risk management is no longer the preserve of publicly traded concerns and safeguarding interests means taking a hard look at the programmes on offer

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