Family Office Insider (FOI) | December 2024

News, Research, Publications, Events, Jobs Board | Family Office Industry Newsletter

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Nov 30, 2024

Hello, and welcome to the 12th and final edition of 2024 of Family Office Insider (FOI) from GPFO. In the Industry Newsletter each month we share the latest news and developments from the family office ecosystem.

Sections:
📊 Chart of the Month
📑 Research & Reports
News: 📰 Headlines, 💼 Careers Moves, 🤝 Private Markets Activity
👥 Jobs Board
📅 Events

Register: Building a Sustainable Family Office, with Scott D. Saslow & Dr. Michael J. Oliver

📊 Chart of the Month

Powered by GPFO Research

With historic spending in the recent US Presidential Election, we look at the publicly available data on political contributions. Data Source: Americans for Tax Fairness (AFT) 2024.

📑 Research & Reports.

The latest reports, research and whitepapers on family offices, global wealth and select interest areas. Powered by the GPFO Research & Reports Database.

Research | Swiss SFO Compensation Survey 2024. HCM & SFOA
Research | Global Indian Family Office: Evolution of the Indian Diaspora. DBS Private Bank & Bloomberg
Research | Observatoire Family Survey 2024. Calista Direct Investors
Research | Family Barometer 2024. PwC & Julius Baer
Report | Family Offices and the Future of Private Markets. Bastiat Partners & Kharis Capital
White Paper | The Future-Ready Family Office | Evolving with Purpose. Morgan Stanley
Report | US WealthTech Landscape Report 2024. The Wealth Mosaic
Research | Billionaire Census 2024, Altrata
Research | Hampton Wealth Report 2024, Hampton

View all…

News.

📰 Headlines

Donald Trump wins the White House.
- Policy Briefs:

Market Outlooks 2025:
- Invesco, UBP, Robeco, KKR, Forge, Colliers, T. Rowe Price, J.P.Morgan (1), J.P.Morgan (2), J.P.Morgan (3), Goldman Sachs, HSBC, ING, Amundi, Barclays.
The ultimate guide to the UK’s sovereign wine fund. FT
Wealth hubs go on charm offensive to lure UK super rich. Bloomberg
Citi pays out retention bonuses to stem exodus of private bankers, after yet another revamp of wealth division. Bloomberg

🏕️ Family Offices

Antenna Group in talks to buy TIME from Marc Benioff. CNBC
Prada family has a plan in place to avoid succession drama. Bloomberg
Angelicoussis family office, Nicrone, shifts towards equities with new hires. Bloomberg
Malaysia’s bid to attract foreign investment from family offices. Lexology
Santo Domingo family exits bet on Spanish commercial property. Bloomberg

✨ Impact & Philanthropy

Join us for a virtual fireside chat with Scott D. Saslow, author of the best-selling book, Building a Sustainable Family Office.

💼 Career Moves

Thomas Fitzmaurice joins Juffali family office, Hasma Capital, from Macdoch.
Mark Baumgartner, ex-Dalio Family Office CIO, joins the University of Florida Endowment.
Sara Macedo joins Jeremy Coller’s family office, Coller Holdings as CEO.
Doug Noble leaves London Technology Club (LTC) for SFO, The Binnacle Group.
Ryan Childress joins Cotton Creek Investments, a Texas based private family office.
Peter Lee joins LGT in Hong Kong as head of Family Office Services from KPMG.

🤝 Private Markets

Global family offices with largest allocation in private equity. S&P Global
Top 10 family offices for startup investments. CNBC
European WealthTech QPLIX raises EUR 25M. tech.eu
Family Offices flock to $140bn market for Secondary Sales. Bloomberg
Family offices eye greater control over private investments. Citywire

👥 Jobs Board.

Full Jobs Board accessible via the industry or members portals. Currently 25 actively recruiting roles within single family offices. 17 new roles listed this month, 10 closed to new applications.