Family Office Insider (FOI) | January 2025
📰News, 📑Research & Reports, 📅Events, 👥Jobs Board | Family Office Industry Newsletter
Hello, and welcome to the 1st edition of 2025 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. Welcome to a number of new subscribers this month!
Sections:
📊 Chart of the Month
📑 Research & Reports
📰 News & Commentary
👥 Jobs Board
📅 Events
In Review: Read our recap of 2024 through the lens of the family office insdustry newsletter. The most read stories, all the family office research in 2024 and more.📊 Chart of the Month
Powered by GPFO Research
With the release of the latest UBS Billionaire Ambitions Report 2024 we look back at how regional billionaire wealth has evolved over the past decade. This last decade we saw billionaire wealth in Asia Pacific overtake Europe, as well as the Americas balloon to <$5tn.
📑 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 | Wharton Family Office Survey 2024 | Executive Summary. Wharton
Research | PwC’s Global Family Office Deals Study 2024. PwC
Research | The European Family Office Report. HSBC
Research | Billionaire Ambitions Report 2024. UBS
Academic Research | Cash-Holdings of Single Family Office-Owned Firms. Joern Block & Onur Eroglu
Report | The Big Book of Venture Capital. Rohit Yandav
Report | State of Fintech
Report | The State of Alternative Investments in Wealth Management. CAIS, Mercer
Outlook | Commodities 2025 Outlook. MUFG
Outlook | 2025 Private Markets Outlook. BlackRock
Outlook | 2025 Gold Outlook. World Gold Council
All the Outlooks are linked in our Year in Review.
News.
📰 Headlines
Quality of living ranking 2024. Mercer
David Bonderman, TPG Co-Founder, dies at 82. Bloomberg, FT, The New York Times
The great wealth transfer. FT
How Morgan Stanley courted dodgy customers to build a wealth management empire. WSJ
Vietnamese tycoon loses death row appeal over world’s biggest bank fraud. BBC
The endowment syndrome: why elite funds are falling behind. CFA Institute
Lessons from an unusual corporate succession plan. FT
🏕️ Family Offices
Billionaire Harvard dropout powers female family office boom. Bloomberg
Rupert Murdoch lost the latest trust control dispute decision. BBC
A 7-Eleven Heir’s $50 Billion fight to keep the company in the family. The New York Times
How a Singapore based single family office is backing deep tech startups. Asian Investor
Emerging VC Managers: a family office perspective. Forbes
✨ Impact & Philanthropy
Melinda Gates French donates $150m towards women in the workplace. Fortune
💼 Career Moves
Jason Smith joins Hasma Capital as CIO, from Tabula Investment Management.
Kimberley Sheehy joins Forge Community from Finteract.
Harvey Fineberg announces plans to step down as President of Gordon and Betty Moore Foundation.
Lori Park joins New York-based family office as CFO from M.Safra & Co.
Claudio Cadei joins Weybourne from Avital.
Clementine Swallow joins London-based Single Family Office from Christies.
Jeffrey Chan joins Hong Kong based single family office from CSLA.
Kamilla Szabados joins New York based single family office.
🤝 Private Markets
Wall Street wealth executives see hottest money in private markets. Bloomberg
UK Financial Conduct Authority consults on new private stock market. FCA
Meta lobbies to block OpenAI’s planned conversion from a non-profit to a for-profit company. WSJ
WealthTech startup Sandbox Wealth raises $1.25M pre-seed round.
👥 Jobs Board.
Full Jobs Board accessible via the industry or members portals. Currently 35 actively recruiting roles within single family offices. 24 new roles listed this month, 7 closed to new applications. Hiring?
Vice President - Single Family Office - Boston, USA
Investment Director - Single Family Office - Boston, USA
Manager (Direct Investments) - Single Family Office - Singapore
Portfolio Manager - Single Family Office - Singapore
Equity Analyst - Single Family Office - Singapore
Senior Investment Advisor - Single Family Office - Zurich, Switzerland
Investment Professional - Single Family Office - Zurich, Switzerland
Junior Project Manager - Single Family Office - Zurich, Switzerland
Family Office Lawyer - Single Family Office - Athens, Greece
📅 Events.
J.P.Morgan Healthcare Conference - 13th-16th January | San Francisco
If you are visiting the Bay Area for the conference and would like to grab a coffee - send Hugo a message.
GPFO Hedge Funds Forum - 13th February | London & Online
MENA Conference - 20th February | Dubai, UAE
Coffee with the Economists - 27th Febraury | London & Online