APAC Family Offices – Raffles and Campden Wealth have produced a report on APAC Family Offices. Surprise, surprise – “wealth aggregation platforms, which offer a comprehensive overview of an organization’s financial position by consolidating data from multiple banks and investment managers, are relatively recent additions to the family office toolkit. Currently, the adoption rate is relatively low, but it is anticipated to increase rapidly, as 30 percent of family offices express a desire to leverage these platforms.
This is a great end of year report – it provides data on costs, staffing etc as well as the investment trends.
Investment Values - the values of a family can often manifest itself via the Investment Policy Statement (IPS). With increased complexity of investments and use of outsourced advisors, the need for monitoring and managing potential misalignment is a major operational focus for our clients. We have written an article on this topic, complete with action points for families.
“Hall Road Investments Pty Ltd is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors”
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