Latest news with #privatewealth
Zawya
7 days ago
- Business
- Zawya
The Family Office concludes exclusive investment forum in Dubai
Held at the Four Seasons Dubai, the event explored how institutional discipline and private market access are reshaping wealth planning for families and individuals. Dubai, UAE – The Family Office, a leading provider of wealth management and advisory services in the GCC, recently hosted an exclusive investment event in Dubai, bringing together select investors and global experts for high-level discussions on the future of private wealth management. Hosted at the Four Seasons Dubai, the forum offered a deep dive into the evolving dynamics of global markets and how institutional investment principles can help individuals and families to preserve and grow their wealth across generations. Key themes included the shift towards protectionist policies, the rising importance of private markets, and the role of disciplined asset allocation and long-term thinking in navigating today's complex environment. Serving hundreds of clients across the GCC, The Family Office specializes in helping individuals and families achieve clarity around their financial goals through personalized, long-term investment strategies. The firm's approach combines traditional advisory support with cutting-edge digital tools to create a seamless wealth management experience. 'Private investors today face the same challenges as institutions: volatility, uncertainty, and complexity,' said Rayan Sleem, Senior Executive Officer at The Family Office Co. B.S.C (c) (DIFC Branch). 'Our role is to help them navigate this environment with clarity, structure, and access to high-quality private market opportunities.' The event reinforced The Family Office's core value proposition: Bringing institutional-grade investment discipline to individual investors Offering access to private equity, private credit, and real estate opportunities Providing structured, goal-based planning through the company's proprietary digital platforms With more than 20 years of experience and a proven track record across market cycles, The Family Office continues to help clients plan with confidence, build resilient portfolios, and preserve family wealth for the long term. The firm operates from regional offices in Riyadh, Dubai, Bahrain, and Kuwait, with an international presence in Zurich, Hong Kong, and New York, ensuring clients benefit from global reach and local insight. About The Family Office The Family Office Company B.S.C. (c) in Bahrain and Dubai, its Riyadh-based wealth manager, The Family Office International Investment Company, and its investment advisory firm in Kuwait, The Family Office Investment Advisory Company (Kuwait) K.S.C. (c) are regulated by the Central Bank of Bahrain, the Dubai Financial Services Authority, the Capital Market Authority of Saudi Arabia, and the Capital Markets Authority of Kuwait. Serving hundreds of families and individuals, the firm helps clients achieve their wealth goals through custom-made investment strategies that cater to their unique needs.
Khaleej Times
04-08-2025
- Business
- Khaleej Times
The Family Office concludes exclusive Investment Forum in Dubai, showcasing Institutional Wealth strategies for Investors
The Family Office, a leading provider of wealth management and advisory services in the GCC, recently hosted an exclusive investment event in Dubai, bringing together select investors and global experts for high-level discussions on the future of private wealth management. Hosted at the Four Seasons Dubai, the forum offered a deep dive into the evolving dynamics of global markets and how institutional investment principles can help individuals and families to preserve and grow their wealth across generations. Key themes included the shift towards protectionist policies, the rising importance of private markets, and the role of disciplined asset allocation and long-term thinking in navigating today's complex environment. Serving hundreds of clients across the GCC, The Family Office specializes in helping individuals and families achieve clarity around their financial goals through personalized, long-term investment strategies. The firm's approach combines traditional advisory support with cutting-edge digital tools to create a seamless wealth management experience. 'Private investors today face the same challenges as institutions : volatility, uncertainty, and complexity,' said Rayan Sleem, Senior Executive Officer at The Family Office Co. B.S.C (c) (DIFC Branch). 'Our role is to help them navigate this environment with clarity, structure, and access to high-quality private market opportunities.' The event reinforced The Family Office's core value proposition: Bringing institutional-grade investment discipline to individual investors Offering access to private equity, private credit, and real estate opportunities Providing structured, goal-based planning through the company's proprietary digital platforms With more than 20 years of experience and a proven track record across market cycles, The Family Office continues to help clients plan with confidence, build resilient portfolios, and preserve family wealth for the long term. The firm operates from regional offices in Riyadh, Dubai, Bahrain, and Kuwait, with an international presence in Zurich, Hong Kong, and New York, ensuring clients benefit from global reach and local insight. Disclaimer Certain services and products offered by The Family Office may not be available to investors in certain jurisdictions where they reside. Investors are responsible for ensuring compliance with local laws and regulations before accessing our products or services. The Family Office Company B.S.C. (c) is a Category 1 Investment Firm regulated by the Central Bank of Bahrain. C.R. No. 53871 dated 21/6/2004. Paid Up Capital: US$10,000,000. The Family Office Company B.S.C. (c) only offers products and services to 'accredited investors' as defined by the Central Bank of Bahrain. The Family Office International Investment is a joint stock closed company owned by one person. Paid-up capital SR20 million. CR No. 101060698, Unified National Number 7007701696. Licensed by the Capital Market Authority (no. 17-182-30) to carry out arranging, advisory and managing investments and operating funds, with respect to securities. The Family Office Company B.S.C. (c) (DIFC Branch) is a recognized company in the Dubai International Financial Centre (DIFC) under registration number 6567 and regulated by the Dubai Financial Services Authority (DFSA) as a Category 4 licensee to carry out Arranging and Advising Services. The Family Office Company B.S.C. (c) (DIFC Branch) is not permitted to deal with Retail Clients (as defined in DFSA's Conduct of Business Module). The Family Office Investment Advisory Company (Kuwait) K.S.C. (c), incorporated in 2024, is regulated by the Capital Markets Authority, State of Kuwait and authorized to conduct Investment Advisory and Subscription Agent (license no. AP/2024/0009). Paid-up capital KWD 1,000,000, CR no. 511443.
The National
04-08-2025
- Business
- The National
The Family Office concludes exclusive investment forum in Dubai
The Family Office, a leading provider of wealth management and advisory services in the GCC, recently hosted an exclusive investment event in Dubai, bringing together select investors and global experts for high-level discussions on the future of private wealth management. Hosted at the Four Seasons Dubai, the forum offered a deep dive into the evolving dynamics of global markets and how institutional investment principles can help individuals and families to preserve and grow their wealth across generations. Key themes included the shift towards protectionist policies, the rising importance of private markets, and the role of disciplined asset allocation and long-term thinking in navigating today's complex environment. Serving hundreds of clients across the GCC, The Family Office specializes in helping individuals and families achieve clarity around their financial goals through personalised specialises, long-term investment strategies. The firm's approach combines traditional advisory support with cutting-edge digital tools to create a seamless wealth management experience. 'Private investors today face the same challenges as institutions: volatility, uncertainty, and complexity,' said Rayan Sleem, Senior Executive Officer at The Family Office Co. B.S.C (c) (DIFC Branch). 'Our role is to help them navigate this environment with clarity, structure, and access to high-quality private market opportunities.' The event reinforced The Family Office's core value proposition: Bringing institutional-grade investment discipline to individual investors Offering access to private equity, private credit, and real estate opportunities Providing structured, goal-based planning through the company's proprietary digital platforms With more than 20 years of experience and a proven track record across market cycles, The Family Office continues to help clients plan with confidence, build resilient portfolios, and preserve family wealth for the long term. The firm operates from regional offices in Riyadh, Dubai, Bahrain, and Kuwait, with an international presence in Zurich, Hong Kong, and New York, ensuring clients benefit from global reach and local insight. About The Family Office The Family Office Company B.S.C. (c) in Bahrain and Dubai, its Riyadh-based wealth manager, The Family Office International Investment Company, and its investment advisory firm in Kuwait, The Family Office Investment Advisory Company (Kuwait) K.S.C. (c) are regulated by the Central Bank of Bahrain, the Dubai Financial Services Authority, the Capital Market Authority of Saudi Arabia, and the Capital Markets Authority of Kuwait. Serving hundreds of families and individuals, the firm helps clients achieve their wealth goals through custom-made investment strategies that cater to their unique needs. personalised
RNZ News
28-07-2025
- Business
- RNZ News
New Zealanders urged to break up with property
Photo: 123RF Is it time to consider selling your property investments and put the money into assets that actually grow the economy? One investment expert says New Zealand would be a lot better off if such a change were to occur. Jeremy Williamson, head of private wealth and markets at Craigs Investment Partners, said there was momentum building for a move away from a "love affair with property and property investing". "We think that's great for a number of reasons. New Zealand is always going to have an affinity with property investment but there are so any benefits for us as a country if we can turn the dial away from it, into more productive parts of the economy." He said property investment was not the most efficient way to help create a better life for the next generation of New Zealanders. "What does it do on a national scale for us if we're just buying and selling houses back to each other to create wealth? I don't necessarily believe for the collective it works." He said New Zealanders' knowledge about investing in other assets was growing. "If you put $100 into a New Zealand house 30 years ago it would be worth nearly $600. If you put it in New Zealand shares, it would be $1100." He said people had favoured property investment for the reassurance of being able to "touch and see" it, but that was changing. "There is a whole generation of people who got burnt in 1987 in the sharemarket crash. But the reality is that generation is starting to pass and there is a new generation of people coming through that have had a really positive experience in asset classes outside property." He said the ability to leverage a property investment - borrow money from the bank to buy a house with only a 30 percent deposit, for example - would also make it appealing. But he said if even 10 percent of the money being invested into property went into other assets, it would make a big difference. "We over-allocate to property, we're reinforcing inequality through investment in an asset class that isn't productive. We're inflating the asset class and putting it out of reach for the next generation. "If we were to set ourselves an objective, we want a more productive economy, more opportunities for our kids, all that stuff, if we're allocating capital into more productive asset classes the tax take from that downstream is going to increase anyway." He said there was also a conversation to be had about creating the right tax incentives to encourage that. "It's worth discussing at a national level. A house can't grow an economy. Investing in productive, growing companies can change the economy for the good." He said now could be a good time to realise property investments sand put the money into other asset classes. Infometrics chief forecaster Gareth Kiernan said the average residential property investment return over the 10 years to March 2025 was 9.5 percent a year, including rents and capital gains. Morningstar said the per annum return of a typical aggressive KiwiSaver fund over that period was 9.34 percent. "The worst 10-year stretch was the 10 years to June 2017 (8.7 percent per annum), and the best was the 10 years to December 2021 (14 percent per annum)." He said housing could be less central to investments in the future. "The house price falls in 2022/23 have demonstrated that house prices are not a sure bet to always go up. "Significant increases in insurance costs and local government rates mean that the operating expenses associated with rental property are much higher than in the past." He said KiwiSaver had also made people more familiar and comfortable with financial investments. "A lack of expectations about capital gains for housing is also likely to limit investor demand for property for some time yet. Poor housing affordability and low rental yields suggest limited room for house prices to be bid up significantly - and rising property values are a key component of property being an attractive investment." Rupert Carlyon, founder of Koura KiwiSaver, said he agreed that New Zealand needed to move away from property. "With the world moving into negative population growth in the next few years it will have massive implications on property prices. The dynamics for property don't look great over the next 10 to 15 years when you consider the potential for slowing to no population growth, falling real wages and higher interest rates driven by inflation." He said Bitcoin had been the asset class that had delivered the best performance of the past decade. It had given investors a 45,000 percent return. "However it is important to point out that during this period it went from being a small speculative asset class to gaining acceptance into the mainstream. That is evidenced by the launch of the ETFs the inclusion by governments of Bitcoin in their reserves. "While it is highly unlikely that we see this type of growth again - it is important to point out that Bitcoin is still a small asset class compared to others. With a market cap of US$2.4tr it is only 10 percent of the value of gold, just over 50 percent of the market cap of Nvidia and tiny compared to the value of the real estate market. If adoption continues we expect to see some of these gaps close. "Though while less risky than it was a few years ago, risk still exists. It is important that investors remain diversified and don't place all their bets on any single asset or asset class because history shows assets will always move in cycles." Sign up for Ngā Pitopito Kōrero , a daily newsletter curated by our editors and delivered straight to your inbox every weekday.
Wall Street Journal
11-07-2025
- Business
- Wall Street Journal
Pacific Equity Partners' Johns Lyng Bid Followed Rapid A$3.2 Billion Fund Raise
SYDNEY–When Pacific Equity Partners sought to tap investors for its seventh private-equity fund, it faced a daunting global backdrop. Conflicts were raging in Europe and the Middle East, China's economy had gone off the boil, and the U.S. was upending trade relationships with tariffs. But rather than struggle to lock down interest, PEP's Fund VII was oversubscribed and closed at a hard cap of 3.2 billion Australian dollars, equivalent to US$2.1 billion. The fundraising included commitments from asset managers in North America and Asia, as well as private-wealth groups.
