Institutionalisation of Family Offices: is it worth it? by Martin Engdal, Market Strategist, Advent EMEA

Institutionalisation within the investment management space has been a key trend in recent years. And, according to Deloitte’s 2015 Private Wealth Outlook* family offices are no exception. Technology has a critical role to play in this institutionalisation. But as Deloitte’s report points out, adopting technology presents both challenges and opportunities….