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Alternative Market Briefing

Cooperatives - a new model in family office investing

Friday, June 07, 2013

Bailey McCann, Opalesque New York:

In 2011, Roxanne Davies moved to Singapore as the director of the Parly family office. Since moving, she has developed a family office cooperative in Singapore with other host families that they work with. She recently sat down with Matthias Knab, for an Opalesque TV interview.

The family office cooperative is different from some other groups of family offices in the sense that it isn’t simply a group asset management firm. Instead, it is a group of like-minded families that share costs and increase their leverage by grouping together.

"We work together on different ideas, different investment opportunities and the families are structured in their own private structures and they co-invest together on specific investments or portfolios or mandates. In some cases, for example, if we are working with a U.S. based family, we work with the other research analysts internally to be able to take a look at some of the investment opportunities for ongoing monitoring," Davies says.

She explains that by working cooperatively, families have a lot to gain. Access to global opportunities, and skilled analysis of those opportunities can save families man-hours they would otherwise spend.

"You can disintermediate yourself from financial institutions because, you are working with families and each one has the same objective in mind, they are going to p......................

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