家庭辦公室：要求財富管理員什麼？

Abstract

Overview

Introduction

This report will outline what family offices want from wealth managers to asses the most appropriate business model, pricing, products and services.

Scope

• Analysis into the size of the family office market on a global scale.
• Assesses the nature of the relationship between family offices and providers.
• Opinion and information collated from extensive interviews with several family offices.

Report Highlights

Wealthy families are sophisticated investors and the products & services they demand reflect the need for an in-depth and sophisticated service. Providers need to work with family offices to ensure their clients are receiving the most suitable and best performing investment products. The sophisticated and demanding nature of the family office customer base necessitates up-to-the minute, quality information.

Reasons to Purchase

• Identify the size of the family office space on a global scale.
• Discover the type of products most in demand from family office customers.
• Identify the key areas where providers can improve the service they offer to family offices.

Table of Contents

• CHAPTER 1 INTRODUCTION
  • What is this report about?
  • Who is the target reader?
  • How to use this report
• CHAPTER 2 MARKET SIZE, STRUCTURE, ISSUES & ACTION POINTS
  • The family office space is expansive, with some 11,000 family offices worldwide
  • Wealthy families are sophisticated investors and the products & services they demand reflect the need for an in-depth and sophisticated service
    • Wealthy families are essentially institutional investors and thus demand institutional-level service
    • Wealthy family clients are looking for a variety of investment products from tax-efficiency to global private equity
  • Providers need to work with family offices to ensure their clients are receiving the most suitable and best performing investment products
    • Multi-family offices and providers must collaborate to ensure they enjoy the mutual benefits of family office growth
    • Providers must do their part by providing adequate reporting
    • Reporting should be supplemented by strong, transparent online platforms
    • Both parties should take steps to ensure that the roles of providers and family offices don' t overlap
    • Providers must take more steps to effectively cater to international families, especially in the U.S.
    • Providers should do their utmost to ensure family office representatives have a full understanding of the application and use of their products
    • Direct distribution of business information materials to family offices may also prove helpful
    • Providers should be selective in offering only the best available funds to family offices
    • These funds should be provided at institutional rates
    • Provider compliance procedures should be shortened and simplified
    • Many larger multi-family offices are not plagued by product, service, reporting and communication issues, as these are usually handled in-house
• APPENDIX
  • Definitions
  • Research methodology
  • Further Reading
    • Global Wealth Management SPP
      • Interactive Databases
      • Market Reports
      • Strategic Insight Reports
      • Wealth Management Competitor Tracker
    • Datamonitor Asia Pacific Wealth Management SPP
    • Savings and Investments SPP
      • Interactive Databases
      • Reports
  • SPP writing team