Family offices

We manage assets for a worldwide clientele of family offices in a wide range of equity, fixed income, alternative and multi-asset approaches. Our clients include large single- and multi-family offices, family foundations and independent wealth advisers.

Why family offices partner with us

PRIVATE PARTNERSHIP

As a private partnership whose origins date back to 1928, we have a deeply ingrained appreciation of the privacy and confidentiality needs of our family-office clients.

CLIENT-ORIENTED BUSINESS MODEL

Our only business is investment management, with a focus on serving family offices and other institutional investors with extensive experience in investing and long time horizons.

CONSULTATIVE APPROACH

We seek to gain an in-depth understanding of each family office’s investment objectives — upside participation with downside mitigation, absolute-return goals, inflation hedging or other goals — and tailor solutions that are often shaped by clients’ tax considerations and liquidity preferences.

INSTITUTIONAL STRENGTH

Our infrastructure and oversight processes are designed to provide consistency of service to our family-office clients.

Investment solutions for family offices

Hedged equities
  • Long/short
  • Long/short sector
  • Multi-strategy
Fixed income
  • Relative value
  • Macro/emerging markets debt
  • Multi-strategy
  • Municipal bonds
Alternative exposures
  • Infrastructure
  • Liquid real assets
  • Niche opportunities
Equities
  • Core and satellite emerging markets
  • Natural resources oriented
  • Global contrarian
  • Income oriented
  • Concentrated styles
Multi-asset solutions
  • Outcome oriented
  • Inflation sensitive
  • Multi-strategy low beta

This list is for illustrative purposes only and does not include all of the approaches that are available or that may fit the stated theme. Investing involves risk, and an investment in an approach could lose money.

Resources for family office clients

SEMINARS AND EDUCATIONAL PROGRAMMES
We sponsor regional, family-office-specific seminars and roundtables. We also offer events and materials for a broad range of clients, including family offices:

  • Forums focused on research platforms, asset allocation, risk management and natural resources
  • Webcasts hosted by our investment professionals covering a wide range of topics
  • Thought leadership, including white papers and quarterly market outlooks.

Meet some of our family-office professionals

Contact us:

EXPLORE INSIGHTS

After the inflection point: how the climate challenge will transform the global economy
The decarbonization commitments of countries around the world will fundamentally reshape the global economy. Members of our Central Macro Team highlight their research findings, from the effects on growth and the cost of capital to the potential for geopolitical conflict and higher inflation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
After the inflection point: how the climate challenge will transform the global economy
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Climate conundrum: will carbon constraints affect the pursuit of other portfolio objectives?
Members of our Fundamental Factor Team share their research on the potential for trade-offs when carbon goals are integrated into outcome-oriented, factor-based portfolios.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Climate conundrum: will carbon constraints affect the pursuit of other portfolio objectives?
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publish
Sizing up Biden’s plan to decarbonise America
US Macro Strategist Juhi Dhawan examines the Biden administration's commitment to a lower-carbon economy, including proposed infrastructure spending, tax incentives and regulations, and the implications for industries and the broad economy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Sizing up Biden's plan to decarbonise America
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<span>Insurance Multi-Asset Outlook — </span>Strong but slowing growth: a tale of two narratives
Markets appear to be caught between two hard-to-reconcile narratives: the pace of economic growth looks poised to slow, but the level of growth is likely to stay relatively strong. Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook offer insights for global insurers at this point in the cycle.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Insurance Multi-Asset Outlook — Strong but slowing growth: a tale of two narratives
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Tim Antonelli
 CFA, FRM, SCR
Countering climate risks through collaboration
Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Countering climate risks through collaboration
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Tech WELLcovered: experience transformed
5G, AI and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalised for your interests. Join us on a journey to witness the past, experience the present and transform the way you see the future of fun and the investable opportunities it creates.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Tech WELLcovered: experience transformed
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<span>Multi-Asset Outlook — </span>With growth and policy, which matters more: level or change?
While macro risks may be elevated somewhat, Nanette Abuhoff Jacobson and Daniel Cook still see opportunities, including in European equities and commodities. They also argue for being selective in credit while maintaining fixed income for diversification.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Multi-Asset Outlook — With growth and policy, which matters more: level or change?
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of work: why societal shifts matter
While the pandemic has accelerated existing shifts in people's working lives, these changes may just be the start. We assess the future of work in 2030 and highlight some potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021

FUTURE THEMES | SOCIETY

The future of work: why societal shifts matter
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