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ultra high net worth

How to approach gender non-conformity in business families

June 18, 2021

Parents of all social classes want their children to be happy and safe, to find a path that nurtures and supports them as they find a meaningful place in the world. In families where there are substantial financial resources, these expectations tend to mirror a distinct set of cultural norms.

Wealthy investors shift strategy to preserve capital

March 31, 2016

The switch to a ‘risk-off’ investment philosophy by ultra-high net worth families and investors is continuing a preservation trend that began last year in Asia and the emerging markets.

The switch to a ‘risk-off’ investment philosophy by ultra-high net worth families and investors is continuing a preservation trend that began last year in Asia and the emerging markets.

Preservation of capital has emerged as a key issue, even for Asian clients, according to Christophe Donay, chief strategist at Pictet Wealth Management, and supports earlier findings by Campden Research.

Social impact “important” for most high net worth investors, study finds

June 23, 2015

The vast majority of high net worth investors consider social impact an important factor when choosing investments, but many are unsure who to turn to for advice on opportunities and execution, new research has revealed.

RBC and Capgemini’s World Wealth Report, which surveyed more than 5,000 individuals, also found that strong economic and equity market performance has created 920,000 new millionaires worldwide in 2014.

Ultra wealthy to transfer $16 trillion over three decades

January 16, 2015

The global ultra-high net worth population is set to transfer more than $16 trillion (€13.8 trillion) to the next generation over the next three decades in what will be the largest wealth transfer in history, according to a new report.

The inaugural Wealth-X and NFP Family Wealth Transfers Report of 100,000 individuals claims the wealth transfer comes as a result of an ageing population of entrepreneurs, who are only now beginning to implement their succession plans.

Family-owned bank continues international acquisitions with Bahamas buy

November 20, 2014

Family-owned Banque Havilland has extended its international network to the Bahamas with the acquisition of 100% of the shares in Pasche Bank & Trust Limited in Nassau, Bahamas, the latest in a series of international deals.

The acquisition of the Bahamas business follows the purchase of a majority stake in Banque Pasche’s Liechtenstein private banking business on 6 October this year. In November 2013, Banque Havilland bought Banque Pasche’s Monaco business.

Signia MFO announces latest hire

September 1, 2010

Signia Wealth, the multi-family office launched in March 2010 by ex-Coutts senior manager Nathalie Dauriac-Stoebe, has appointed Mark Elliott as managing director.

Elliott (pictured) joined Signia from Barclays Wealth, where he set up the financial institutions group and professional practices business in 2007. He has close to 20 years experience in private client management, banking, credit, financial planning and wealth structuring.

Bankers launch new UK-based multi-client family office

March 29, 2010

Signia Wealth Ltd, a new independent multifamily office granted authorisation by the UK’s Financial Services Authority, has been launched to meet the increasing demand for innovative wealth management solutions and transparency according to its founders.

Signia Wealth Ltd, a new independent multifamily office granted authorisation by the UK's Financial Services Authority, has been launched to meet the increasing demand for innovative wealth management solutions and transparency according to its founders.