This article by Barron’s PENTA explores the growing interest among wealthy individuals and family offices investing to address climate change, support biodiversity, and protect ocean health and water efficiency. Liqian Ma, Head of Sustainable and Impact Investing Research, lends his perspective to the story, including how some asset managers are hiring scientists to avoid greenwashing. […]
January 2024
In a recent interview with Family Capital magazine, Managing Director Will Lawrence discussed how the current market environment is impacting private investments. The article outlines how family offices can seek resilience during a downturn, but also stand ready to take advantage of opportunities. “We are sort of obsessed with the importance of planning, strategy and […]
January 2024
Judy Zhang, Managing Director and Head of China Client Business, was recently profiled in South China Morning Post where she shared her experience in building and managing investment portfolios for Asian family offices. Unlike Western family offices, which usually have existed for multiple generations, Asian family offices are mostly starting out and in their first […]
December 2023
Bloomberg recently featured Head of European Private Investments, Dan Aylott, and his thoughts on the 2024 outlook for private equity. Aylott outlines the macro conditions that are still creating headwinds for managers, and what that means for existing portfolios. Read the full article.
December 2023
Families who have built the majority of their wealth in one company often face the difficult decision of whether to sell or retain their investment. Recently, Doug Macauley and Nicole Nava authored a piece in Worth Magazine that explores five key questions to consider when making this decision. Whether you’re a business owner or simply […]
December 2023
As employers find themselves in a “war for talent” and employee retention increasingly becomes a challenge, many plan sponsors are reassessing their total rewards packages. Brian McDonnell, Head of Cambridge Associates’ Global Pension Practice, lends advice for employers as they compare defined benefit against defined contribution plans in this episode of the 401k Specialist’s podcast. […]
December 2023
Bloomberg TV recently featured Andrea Auerbach, Head of Global Private Investments. In this episode of Money Undercover, she discusses the state of private equity and how this “tight market” could be good from an investing perspective. Watch the full interview.
November 2023
BOSTON, November 8-9, 2023 – In early November, more than 70 of our private client and family office leaders gathered in Boston for our Family Office Forum. The two-day event began with welcome remarks from David Druley, CEO, and Samantha Davidson, President, in which they discussed the growth of our private client business and previewed […]
November 2023