In this episode we run down our recent Family Office Summit held in London. Gus and Lucy talk through the highlights, insights and contributions from our list of esteemed panelists.
The AYU Family Office Summit returns to London in Autumn next year and Gstaad in March 2026 immediately followed by the annual AYU Ski trip, not to be missed!
This episode is sponsored by Canoe Intelligence. Canoe is on a mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers.
In this episode we delved into the fascinating topic of the next gen wealth transfer and how raising the next wave of financial stewards as resilient, grounded individuals is both complex and utterly essential.
Our guest, Jess McGawley founded Dallington, an organisation who guide teenagers, young adults, and their parents from highly successful families through the complex transition from adolescence to adulthood. The challenges faced during these pivotal years are often unique, rarely discussed openly, and can require thoughtful, expert support.
An essential insight for any family office and UHNW with children!
This episode is sponsored by Canoe Intelligence. Canoe is on a mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers.
In this fascinating episode we chat to Harrison Lance, Senior Trade & Investment Officer for UK DBT and National Lead of Asset Management & Family Offices for the British Government. We talked US FO appetite in UK investments and how the DBT are paving the way for UK based co-investing opportunities.
This episode is sponsored by Canoe Intelligence. Canoe is on a mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers.
Learn more via the link below.
In this episode we chatted with India Woolridge of Catalyst. India started Catalyst, a consultancy founded on the premise that brand is one of the most under-leveraged assets in many companies. As such, Catalyst helps clients crystallise their brand and define exactly what makes them different through transformative strategies underpinned by innovative research.
Most recently, she founded Catalyst Wealth, a bespoke advisory that activates the untapped potential of the family office brand to create clear competitive and reputational advantages today, while bridging the family’s wealth with their future legacy.
She is currently co-leading a groundbreaking new study, Generation Impact, that explores the hopes, challenges and fears of the generation at the centre of the greatest transfer of wealth of all time. Find out more here https://www.catalystwealth.co/
This episode is sponsored by Canoe Intelligence. Canoe is on a mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers.
Learn more via the link below.
In this episode we are joined by Chris Wheatley, advisor to Next Gen Single Family Offices.
We discussed the intricacies and pitfalls to avoid in the great wealth transfer. We cover asset allocation, due diligence, family dynamics and how co-investing opportunities can change the game for family offices.
This episode is sponsored by Canoe Intelligence. Canoe is on a mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers. Learn more via the link below.
In this episode of we sit down with Christine van der Mescht, Strategic Relationship Manager at RisCura.
Christine shares her insights on the evolving world of investments for family offices. She highlights the growing importance of personal relationships in building trust - an essential foundation for family offices engaging in coinvestment opportunities.
In this episode of we sit down with Christine van der Mescht, Strategic Relationship Manager at RisCura.
Christine shares her insights on the evolving world of investments for family offices. She highlights the growing importance of personal relationships in building trust - an essential foundation for family offices engaging in coinvestment opportunities.
In this episode we are joined by John King, Director of External Relations, The Institute for Economic Affairs.
John is a fascinating, fluent speaker on economic affairs. Following a successful career in private equity has now rejoined the IEA after beginning his career as an intern there.
We loved hearing more about the genesis of the free market movement and the IEA's non partisan, pro growth mission to attract wealthy and talented people to the UK and the need for a more coherent tax strategy to facilitate this.
Learn more about The Institute of Economic Affairs here.
In this episode we are joined by Matthias Knab of Opalesque and Horizon, an internationally recognised expert on hedge funds, alternatives and family offices.
Matthias bravely took a stand against fake family offices and recounts his crusade into exposing one of the most extreme cases the industry has seen. From false identities and planted representatives to a self proclaimed knighthood and a Vanity Fair article to boot, this "true crime" story offers a fascinating insight into the social engineering implemented by the conmen of the family office space.
Check out the Horizon Family Office and investor Magazine.
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A fascinating chat with our long term friend and collaborator Sam Copley. Sam joins us with the most interesting career history leading to his current position with Ness Investment Advisors, a european single family office.
We talk spotting fake family offices and how leveraging relationships in this space is our most significant tool, which lead directly to the inception of Family Office Social and its incorporation into the AYU network.
One not to miss, as Sam says and is a complete testament to "vibe will get you most of the way"!
A fascinating chat with our long term friend and collaborator Sam Copley. Sam joins us with the most interesting career history leading to his current position with Ness Investment Advisors, a european single family office.
We talk spotting fake family offices and how leveraging relationships in this space is our most significant tool, which lead directly to the inception of Family Office Social and its incorporation into the AYU network.
One not to miss, as Sam says and is a complete testament to "vibe will get you most of the way"!
This week we were joined by Paul Westall , co-founder of Agreus. Agreus Group is a full-service resources and recruitment consultancy dedicated to working exclusively with Family Offices throughout the World.
Paul gave us a fascinating insight into accessing and retaining top talent for Family Offices today, along with guidance for professionals looking to work in this elite industry.
This week we were joined by Paul Westall , co-founder of Agreus. Agreus Group is a full-service resources and recruitment consultancy dedicated to working exclusively with Family Offices throughout the World.
Paul gave us a fascinating insight into accessing and retaining top talent for Family Offices today, along with guidance for professionals looking to work in this elite industry.
Check out their 2023 Global Family Office Compensation Benchmark Report.
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Episode 2 of the AYU Family Office Podcast is here!
Felicia Andjel of the Mittal Family Office joined us in Mayfair, London, to talk about what it takes to manage a family's non-return holdings and more.
If you're interested in family offices and how they operate, this podcast is for you!
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For episode 2 of The Family Office Podcast we sat down with Felicia Andjel of The Mittal Family Office.
This was a fascinating discussion delving into the multifaceted nature of working for a family office where adaptability is key.
Full episode is out tomorrow!
William Davies - CEO of MFO joined us in Mayfair, London, for our inaugural recording and we loved getting to know him in more depth.
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Check out The Family Office Summit Miami or visit our website thisisayu.com to become an AYU member.
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Episode 1 of the AYU Family Office Podcast is coming!
Keep you eyes peeled for our first of many in-depths chats, exploring everything family office.
William Davies - CEO of MFO Ptarmigan Capital Ltd joined us in Mayfair, London, for our inaugural recording and we loved getting to know him in more depth.
If you're interested in family offices in any way shape or form, this podcast is for you!