Research Report Feb 22 Impact investing outlook: The visible heart begins to move the hand Impact assets – dominated by specialist asset managers – comprise a tiny fraction of global sus... 476
Current Account Feb 22 Archegos collapse: Perils that lurk beneath an unsupervised family office Credit Suisse incurs losses worth $4.8 billion Family offices flourished in the 2010s to escape SEC regulation Move towa... 19970
Interview Feb 22 Taurus Wealth Advisors’ Unni: “Higher regulation offers protection to wealth owners and family offices” Unni said “some clients consider impact as the first objective and returns become secondary”. Due to increasing focus on the private wealth sp... 4461
Interview Feb 22 Ishk Tolaram’s Nanwani and Aswani: “Effective collaboration will deliver value over the long term” Mohan Vaswani established the Ishk Tolaram Foundation in 2016 with the vision to enhance the quality of living of underserved individuals and to co... 59
Interview Feb 22 Ishk Tolaram’s Nanwani and Aswani: “Effective collaboration will deliver value over the long term” Mohan Vaswani established the Ishk Tolaram Foundation in 2016 with the vision to enhance the quality of living of underserved individuals and to co... 4338
Interview Feb 22 Maitri Asset Management’s Tibrewal: “Sustainability is in its nascent stage in Asia” Tibrewal shared their commitment to becoming carbon neutral by 2050. Maitri started as a single-family office for the Tolaram and by 2019 became a ... 3059
Research Note Feb 22 APAC families not ready for succession amid largest wealth transfer in history 70% of families reportedly failed to prepare for intergenerational wealth transfers 75% of wealth owners desired to create positiv... 17835
Research Note Feb 22 70% of APAC families fail in wealth transfer, succession planning 70% of families reported failure in intergenerational wealth transfers 75% of respondents said their investments should have a po...
Research Note Feb 22 70% of APAC families fail in wealth transfer, succession planning 70% of families reported failure in intergenerational wealth transfers 75% of respondents said their investments should have a po...
Opinions Feb 22 Risk appetites rise at family offices around the world Family offices increase risk appetite Optimism in... 9296
Excerpt Feb 22 HSBC advocates diversified global investment portfolio with emphasis on ASEAN and Indian assets James Cheo, chief investment officer for Southeast Asia and India at HSBC Global Private Banking and Wealth, discussed evolving in... 7762
Interview Feb 22 Grammig Advisory’s founder: “Next generation family offices more open to cryptocurrencies” Connecting with people is becoming a predominant service required of family offices It is harder to penetrate the high growth mark... 7445
Interviews Feb 22 HashKey Group to strengthen Web3 ecosystem, ramp up offerings HashKey Group, the company behind one of the first licensed cryptocurrency exchanges in Hong Kong, HashKey Exchange, is solidifying its ... 1058