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67% of HNWIs prioritised wealth preservation as a critical objective

Source: Capgemini World Wealth Report 2023

NEWS

DBS Launches MFO Service

Singapore’s DBS Private Bank has launched the DBS Multi Family Office Foundry VCC (DBS MFO), the world’s first bank-backed multi-family office that leverages Singapore’s Variable Capital Company (VCC) structure. (DBS)

World Wealth Report 2023: Capgemini

The report highlights a decline in HNWI wealth and population in 2022 from the previous year, dropping by 3.6% and 3.3%, respectively. Market uncertainties have prompted a shift from growth-oriented investments to wealth preservation, necessitating careful cost management, exploring new value pools, investing in technology, and similar measures. (Capgemini)

Northern Trust and Wharton Global Family Alliance Survey Findings

The report covers topics such as geopolitical and economic uncertainty, financial performance & investment management, and environmental, social & governance investing. It notes that respondents selected inflation, the possibility of recession, and geopolitical risk as top concerns, and that succession plans are rare, with only one-third of respondents having a formal succession plan for either the family office or the family itself. (Northern Trust and Wharton Global Family Alliance)

The New Era of Sustainable Investing

The article explores how generational values and regulations are shaping impact investing. As interest in ESG grows, family offices can lead in sustainable investments by aligning with the next generation's focus on ESG issues and adapting to regulatory requirements. Family offices should develop tailored strategies, ensure compliance, monitor investments, and embrace the evolving landscape to drive long-term value and create positive impact. (Forbes)

What to Consider When Setting Up an SFO: RBC

RBC offers guidance on the key considerations when establishing a Single-Family Office, including critical questions to ask, selecting the right jurisdiction, and understanding the purpose of a family office to ensure it is designed to serve its purpose effectively. (RBC)