The Global State of Family Offices (Capgemini, 2018)
Capgemini endeavors to explain some of the things that family offices should do in order to compete with large private banks and traditional wealth management firms.
Private Wealth and Family Offices
News, blogs, posts and small talk for Private Wealth and Family Offices
news and blogs
How Family Offices Can Leverage Relationships and Data to Maximize Returns (eVestment blog, May 2018)
17 May 2018
Ethics in Practice: Comment on Facebook Your Responsibility? Case for Week of 14 May and Analysis
18 May 2018
top posts
small talk
-
EDHEC paper - introducing a Comprehensive Investment Framework for Goals-Based Wealth Management https://www.savvyinvestor.net/node/851360
-
How can family offices successfully compete with traditional wealth mgmt firms? https://www.savvyinvestor.net/node/646525
-
Welcome to "Private Wealth and Family Offices". Please use this small talk section for brief comments relating to Wealth Management.
