Cambridge Associates (CA), an independent investment firm, is selected as a Strategic Partner of the Family Office Council.
CA is a leading advisor to family offices and other institutional investors. It prides itself on its avoidance of conflicts of interest and the independence of its advice. CA has a focus on research and customised solutions, with strong experience in alternative investments.
Keith Johnston, Director of the Family Office Council, said: “We are delighted that Cambridge Associates has become a strategic partner. This firm has been selected and approved by the membership committee because of its investment expertise and experience working with family offices. Cambridge Associates is a thought leader on best practices for family and institutional investors and our single family office members will benefit from the partnership.”
Chris Ivey, Head of Cambridge Associates’ London based Private Wealth Practice said: “We are looking forward to working closely with the Family Office Council and its members to share perspectives from our work with family and institutional clients. Our understanding of best practices is the result of years of experience of working with the world’s most sophisticated investors. CA differentiates itself on the independence of its advice and the depth of resources it dedicates to research.”
Cambridge Associates supports family offices to achieve their objectives through a broad range of services:
Investment Advisory Services:
These services are customised on a client by client basis and include investment planning and governance, asset allocation policy, manager hiring and firing, risk management, implementation, on-going portfolio monitoring, performance reporting, and knowledge transfer.
Discretionary Portfolio Management:
Our discretionary offering is a comprehensive service which includes investment decision making and full implementation. This might apply to a fully diversified
portfolio or just the allocation to alternative assets.
Access to CA’s market research and manager due diligence database:
Online access is provided to Research Navigator (RN) on a standalone basis or in addition to other services. RN warehouses our manager due diligence and opinions alongside risk and performance analytics and includes access to a dedicated investment specialist. RN is a robust tool, supported by over 230 research specialists conducting over 5,000 manager meetings annually. Sophisticated family offices tend to use this service as a powerful and cost effective means of augmenting their internal resources.
If you require further information, please contact Naomi Friend, Managing Director at Cambridge Associates:
Naomi Friend, CFA
Managing Director, Private Wealth Practice
Telephone: + 44 (0)207 592 2299
Cambridge Associates Limited
80 Victoria Street, Cardinal Place
London, SW1E 5JL