Investment Management

Where Conviction Meets Capital: New Somers Partnership Research into Family Office Investment Strategies

Where Conviction Meets Capital: New Somers Partnership Research into Family Office Investment Strategies

Family offices are rarely short of investment opportunities. The more difficult question is where conviction is strong enough to translate into capital. Our latest Somers Partnership research report, Where Conviction Meets Capital, explores that question through the investment priorities, concerns and future plans of family office principals, CIOs, investment directors and senior investment professionals across

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Does your family always need an outsourced CIO

Does Your Family Office Always Need a Full-Time CIO?

Deciding how to structure the investment function is one of the more significant organisational decisions a family office can make. The Chief Investment Officer is often a pivotal appointment. They may be responsible for translating the family’s objectives into investment strategy, overseeing portfolios and external managers, assessing new opportunities, managing risk and ensuring that investment

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Networking and staying connected whilst being apart

Recruiting in the Time of Covid – The Power of Networking from a Distance

For the first time in our lifetime, we are being forced to spend a prolonged time apart, our normal business routines have been suspended and we are no longer able to enjoy networking with our contacts face to face, but that doesn’t mean we must suspend interaction with our contacts, far from it.  We would

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How to write the perfect CV

Recruiting in the Time of Covid – How to Write the Perfect CV

Writing the perfect CV is somewhat of a dark art. There is information abound on how to write a CV but it seems that there is an enormous amount of contradiction and confusion surrounding the subject. As expert recruiters for the Wealth Management, Family Office and Private Banking sectors, we have encountered what must amount

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