November Roundup

Strategy Published on Simple December 5, 2024

Overview:

This month’s roundup highlights significant developments in the family office ecosystem. Key themes include strategic appointments, private equity trends, evolving investment priorities, and regulatory changes impacting family offices globally.

 

Key Topics and Insights:

Strategic Appointments and Leadership Moves

  • Raffles Family Office: A former UBS banker has joined Raffles Family Office, emphasising their commitment to strengthening leadership and expanding their regional influence.
    Source: Citywire Asia
  • Pathstone: A $112B RIA appoints Eddie Brown as Chief Growth Officer, aiming to enhance services for ultra-high-net-worth clients.
    Source: Investment News

 

Investment Trends

  • Private Equity: Landmark Family Office reports growing interest in thematic private equity funds focusing on AI, clean energy, and other emerging technologies. Their newly launched PE fund highlights this demand.
    Source: Asian Investor
  • Family Office Investments: Boston Family Office LLC adjusts its portfolio by reducing holdings in Intel (NASDAQ: INTC) and acquiring shares in Palantir Technologies (NYSE: PLTR), indicating strategic shifts in tech investments.
    Sources: MarketBeat

 

Regulatory and Governance Developments

  • Governance Structures: J.P. Morgan’s Global Family Office Report highlights the importance of formal governance to address succession planning, investment management, and cybersecurity challenges for ultra-high-net-worth families.
    Source: SCMP
  • Singapore Licensing: Family offices face longer wait times for licensing due to increased regulatory scrutiny, with application processes extending up to 18 months.
    Source: Asian Investor

Market Strategies

  • Diversification: UBS focuses on expanding services to women in wealth and diversifies into emerging markets in Asia-Pacific.
    Source: Business Times
  • Economic Landscape: Family offices globally are responding to economic slowdown in China by diversifying into new sectors and regions for asset growth.
    Source: Nikkei Asia

 

In Closing

This month’s roundup highlights leadership changes, shifts toward thematic private equity, and tighter regulatory frameworks. Key trends include strategic hires at Raffles Family Office and Pathstone, increased interest in tech and clean energy investments, and a push for diversification amid economic shifts in Asia. Regulatory updates emphasize governance and compliance challenges, reflecting an evolving family office landscape.

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