How Family Offices in the Middle East are Adapting to Change

Family offices in the Middle East are evolving rapidly as wealth grows and generational transitions accelerate. With increasingly global and complex portfolios, they must balance governance, technology, and efficiency with legacy and values. Our latest white paper explores five key priorities shaping this shift, from managing risk to navigating succession. Download it here: https://ow.ly/lMZi30sQOP0 #HedgeFunds #WealthManagement #Fintech #FamilyOffice #MultiFamilyOffice #SingleFamilyOffice #UAE #MiddleEast

Family offices in the Middle East are evolving rapidly as wealth grows and generational transitions accelerate. With increasingly global and complex portfolios, they must balance governance, technology, and efficiency with legacy and values. Our latest white paper explores five key priorities shaping this shift, from managing risk to navigating succession. Download it here: https://ow.ly/aBSk30sQOBQ #HedgeFunds #WealthManagement #Fintech #FamilyOffice #MultiFamilyOffice #SingleFamilyOffice #UAE #MiddleEast

Big Move in Finance! S&P Global is acquiring With Intelligence from Motive Partners for $1.8B, cementing its leadership in private markets intelligence. 📊🚀 https://wp.me/pf85Ik-5ha S&P Global With Intelligence #SPGlobal #FinanceNews #MarketIntelligence #PrivateMarkets #BusinessUpdate #MergersAndAcquisitions #InvestSmart #FinTech #GlobalBusiness #ImpactNews

Private wealth allocation is undergoing a quiet transformation. Traditionally, HNWIs and family offices have relied on relationships and networks to access private deals. Today, those same allocators are demanding institutional-grade infrastructure, governance, and data transparency — the kind once reserved for large funds. 📊 Regulatory convergence 🌍 Cross-border deal syndication 🤖 Data-driven underwriting This isn’t just a tooling shift. It’s the institutionalization of private wealth. And it’s reshaping how private markets operate globally. #PrivateWealth #FamilyOffices #PrivateMarkets #GlobalCapital #WealthTech #VentureCapital #AlternativeInvestments #MacroTrends

"Why Independent Advice Matters in Family Wealth?" Managing wealth across banks, asset managers, and advisors can be complex. It often leaves families asking: Are we really getting the full picture of performance, costs, and risks? Drawing on over 15 years of experience as an ex-CFO of a Swiss private bank, and across wealth management, investment banking and family office advisory, I’ve seen the value that independent financial guidance can bring. The benefit of an independent advisor lies in: • Oversight that is objective and in the family’s best interests • Clear translation of complex financial data into actionable decisions • Efficiency through identifying hidden costs and streamlining structures • Long-term strategy that balances investment performance with cash flow, risk, and succession planning In my experience, it is often this independent perspective — informed by deep financial and industry expertise — that helps families protect and grow wealth across generations. #FamilyOffice #WealthManagement #CFO #FinanceLeadership #FractionalCFO

Many financial services firms find themselves stuck in reactive IT, constantly firefighting issues without addressing their root causes. Our new blog explores the signs of reactive operations and explains why the path to resilience starts with visibility, not new tools. Download read my in our blog to begin your shift from reactive to strategic IT here: https://lnkd.in/eDRGTua7 #AssetManagement #Fintech

Fintech M&A Accelerates Across the UK and Europe Despite tighter capital markets, fintech dealmaking in the UK and EU is heating up. 📈 Nearly 70 M&A deals in the last year — a 50% increase over the prior period. What’s behind this surge? 🔹 Consolidation for scale and cost synergies 🔹 Dry powder deployment by PE funds 🔹 Strategic pivots by incumbents towards embedded finance and regtech In advisory terms: this is a moment to double down on cross-border structuring, growth equity readiness, and capital-efficient scaling. Fintech isn’t cooling off — it’s maturing. #FintechM&A #UKFinance #CorporateFinance #FintechScaling #TAZCapital

Having spent more time speaking with allocators and managers across Asia and the Middle East, it’s clear that the two regions are becoming increasingly interconnected - whether through sovereign wealth strategies, regulatory alignment, or tech-driven growth. This piece captures those dynamics well, worth a read if you’re tracking capital flows and cross-border opportunities. As always, feel free to drop me a ping if you'd like copy! https://lnkd.in/eQ7w9-HS #PrivateMarkets #Fintech

🚀 Yanne Capital Launches Senior-Led Investment Banking Service Focused on Transaction Excellence Yanne Capital has officially launched a focused transaction excellence offering, formalizing its approach to advising and executing lower middle-market transactions valued between $10 million and $600 million. The initiative delivers senior-led, relationship-driven advisory across capital raises, M&A, refinancing, restructuring, carve-outs, and sponsor engagements — designed to preserve optionality, defend valuation, and accelerate time-to-close. At the core of Yanne Capital’s model is a compact, execution-focused process led entirely by senior professionals with bulge-bracket investment banking backgrounds, combining institutional rigor with the agility of a boutique. 💼 What sets Yanne apart: Short, executive-led scoping phase defining objectives and value levers Decision-grade materials built for senior allocators and acquirers Controlled, confidential outreach to qualified counterparties Valuation discipline and scenario planning grounded in real comparables Aligned incentives and lean deal teams focused on commercial outcomes Operating globally from its New York headquarters, Yanne Capital works across the United States, Europe, the Middle East, and Asia, activating long-term relationships with family offices, operator-led funds, strategic acquirers, and institutional investors. With over $15 billion in transaction experience, the firm brings fit, discretion, and closing certainty to companies navigating complex, high-stakes strategic decisions. 👉 Yanne Capital’s mission: to redefine lower middle-market execution — faster timelines, higher conviction, and verified outcomes. #InvestmentBanking #PrivateCapital #MergersAndAcquisitions #CapitalMarkets #PrivateEquity #VentureCapital #TransactionAdvisory #MiddleMarket #CorporateFinance #YanneCapital #DealExecution #Leadership

In today’s financial services landscape, IT maturity has become a business imperative, not just a technical one. Firms that evolve from reactive operations to resilient, innovation-ready infrastructure are better equipped to meet regulatory demands, scale securely and drive long-term value. The question isn't whether IT maturity matters, but whether your firm can afford to fall behind. Learn more how IT maturity in financial services in our blog here: https://lnkd.in/enp5t3Hz #AssetManagement #Hedgefunds #Fintech