Bringing you live news and features since 2006 

Alan S Kufeld, PKF O'Conner Davies

PKF O’Connor Davies publishes new guide to converting hedge funds to family offices

RELATED TOPICS​

PKF O’Connor Davies has published “From Hedge Fund to Family Office: Making the Right Choices for Your Investment Business and Family,” a new guide to converting hedge funds to family offices written by by Partner Alan S Kufeld (pictured). 

The new guide explores the intricacies of the conversion and and discusses how investment managers can leverage their expertise to properly structure their new business. The giude is available on the Insights section of the PKF O’Connor Davies website.

“Converting to a family office is a trend that we have been monitoring for some time. Increased regulation and inconsistent market performance has led to the growing numbers,” says Kufeld. “There are key considerations – which have traditionally been under the radar – which managers should consider. This article brings those considerations to the forefront so that investment leaders can be primed and prepared to make the right decision for their business.”

Kufeld’s piece identifies a number of key points that hedge fund managers should consider and evaluate before making any big decisions. Those considerations start at the foundation with operational structure. Managers need to decide if they want a single-, multi- or hybrid family office structure because each carry different advantages and challenges. In the article, he also covers: Timing; Liquidation; Management and leadership teams; Risk and compliance; Tax planning; Governance; and Other services/functions.

Latest News

HSBC Asset Management’s (HSBC AM) ETF and Indexing business has passed USD100 billion in assets under management (AUM), reflecting its..
Amundi’s ETF Market Flows Analysis for April reveals that investors added EUR54.1 billion to global ETFs in April with equities..
VanEck has reached USD10 billion in assets under management in Europe for the first time in April 2024...
Global index revenues increased 9.3 per cent in 2023, totalling a record USD5.8 billion, according to a benchmark study published..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by