Adrian Batty’s Post

J.P. Morgan's Global Family Office Report provides valuable insights into the changing dynamics of family offices, shedding light on trends in investment strategies, governance, and technology crucial for multi-generational wealth management. Featured in Forbes, the report highlights how family offices prioritize alternative investments in portfolio construction, emphasizing the balance between liquidity and risk management. Each family's approach to portfolio construction varies, making it a unique and personalized process. To access the full report or learn more, feel free to reach out.

Northern Trust's Global Family & Private Investment Offices was featured in WealthBriefing, highlighting our global growth strategy. Read the full article, where GFO President, David Fox, discusses the family office landscape and how the business is positioned to continue growing across the globe: https://bit.ly/3AmmlTi

It was great speaking with Elisa Battaglia Trovato from the Financial Times' PWM alongside my colleague Eric L. Johnson about #familyoffices' talent needs, and their use of external partners to gain specialist knowledge and scale-up their initiatives. "While cost, performance and talent issues are key drivers to outsource investment management, intangible factors may also enter the decision-making process. In an increasingly complex geopolitical, investment and regulatory landscape, family offices (FOs) are becoming more and more professionalised, in order to navigate rapidly changing market conditions, the great wealth transfer and the digital/AI revolution..." #familyoffice #wealthmanagement #deloitteprivate Wolfe Tone Adrian Batty Wendy Diamond Bob Rosone Christina Staples Mark Stokes Yali Yin Sekar Kr

In this article published by Family Wealth Report, Tate Haymond, Chief Revenue Officer, d1g1t discusses the company's new partnership with Gresham Partners, a $9 Billion Multi-Family Office in Chicago. Read the full article: https://lnkd.in/gmxH2Mja #WealthManagement #wealthmanagers #WealthTech #WealthProfessionals #financialsolutions #innovation #wealthsolution #portfoliomanager #investmentadvisor

For my Family Office network: In a paper published earlier this year, we constructed a series of hypothetical portfolios optimized for family offices with different risk appetites. One of the themes common to all the recommended portfolios was a higher-than-baseline allocation to private markets. However, investing in private markets can be more complex and administratively demanding than investing in public markets. It takes longer to put an allocation to work, for example, and the long-term and illiquid nature of the investments creates significant uncertainty as to when capital will be returned. In this paper, we present three hypothetical family offices that each want to achieve something different with private markets. We explore the issues and challenges that come with these diverse objectives and suggest some potential solutions. Neuberger Berman #familyoffice

Discover how family offices are capitalizing on the 'Great Generational Wealth Transfer' and increasing private market investments in this WealthManagement.com article by Ilias Georgopoulos.   Read more: https://lnkd.in/eg-nA9N3   #FamilyOffice #FutureOfFinance #WealthManagement #PrivateMarkets #TritonLake #IQEQ

Great read on how family offices are becoming a major force in private markets, increasingly doing direct deals instead of working through PE funds - changing the outlook of fund-of-funds and investment capital. Insightful piece from CNBC on the evolving investment landscape. Worth your time. 📈

How Are Family Businesses In The Middle East Balancing Their Traditional Values With The Need For Innovation There is an especially large amount of wealth being transferred in the Middle East at the moment. This comes with some challenges as there are a lot of first generation wealth creators dealing with succession planning for the first time. There are also fewer advisors or practitioners with this type of experience and the jurisdictional nuances don’t make importing that expertise easy. In most cases its best to keep it simple and if it can be easily explained to all family members, even the kids, then it is generally an approach that will work. F Partners Read The Full Article Here: https://lnkd.in/ePNyQ9bU #singlefamilyoffice #familyoffices #familyoffice #privateinvestors #privatemarkets

Crain Currency's newsletters provide some great insights for #familyoffices and the broader eco-system. The following article explores both the increased involvement of family offices in direct investments, their compatibility as potential investors / partners into #familybusiness and the need for #duediligence as they look to build long term business interests. KPMG Australia's deals and transaction services team has seen an increase in demand locally for independent support on both buy and sell side transactions, as family offices locally build out their exposure to private assets. To learn more about how KPMG is connecting with family offices and family businesses contact Tapan Verma Adam Cronin Angus Reynolds or colleagues in KPMG's Family Business, Family Office and Private Clients teams. Robyn Langsford Kaajal Prasad Jock Foster Daniel Trimarchi Melanie Leis Steph Loadsman Courtney West Josh Geelan #privatecapital #investment #duediligence

Family Offices Embracing Private Equity I caught up with a family office principal I really admire and they’re adding a private equity strategy alongside their core private credit strategy. I know at least 3 other families that have the same thesis but in different industries. What it shows me is that family offices have the ability to invest across the capital stack and really understand what risk adjusted returns look like. I’m excited to start working with this family office as their strategies have been consistent performers every year since we met, and yes they showed proof of those returns. F Partners Read The Full Article Here: https://lnkd.in/e_7-wWZU #singlefamilyoffice #familyoffice #familyoffices #privateinvestors #privatemarkets