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EMEA Family Office

Our Platform
We serve, advise and invest for over 1000+ single and multi-family offices and look to combine our global perspective with a local presence to help them achieve their goals.
AMERICAS
$317bn
AUM
17 Cities with offices

 

EMEA & MIDDLE EAST
$72bn
AUM
13 Cities with offices

 

ASIA PACIFIC
$91bn
AUM
9 Cities with offices
$481bn1 Global AUM
$4bn in Family Office AUM
Our Philosophy
We believe that family offices are a unique group of investors, who require differentiated solutions. We help to answer the big questions: where should you allocate, what are the best opportunities, who should you be working with?

Why Partner With NB Family Office

We believe that family offices are a unique group of investors, who require differentiated solutions. We help to answer the big questions: where should you allocate, what are the best opportunities, who should you be working with?

Custom Solutions & Strategic Partnerships

  • Manage custom multi-asset mandates for complex family office portfolios and structures
  • Co-develop and launch investment strategies with clients through strategic and anchor partnerships

Intellectual Capital & Analytics

  • Serve as an extension to a family’s investment staff with portfolio analytics, market research, webinars and continuous education
  • Offer a range of analytical solutions, from portfolio-level alpha-detection solutions (Strategy Detective) to cash flow modelling (PRESTO)

Fund Investments & Co-Investments

  • Provide access to NB funds and co-investment opportunities that span traditional, alternative, public and private asset classes

Our Family Office Network

  • Work with over 1000 single and multi-family offices across EMEA and North America, plugging clients into an ecosystem where they can share deal flow, insights and investment opportunities

Investment Strategies for Family Offices

We recognise that family offices have very different investment objectives, depending on where they are in their lifecycle. Given current market conditions, we think that family offices should emphasise the following solutions:


Fixed Income

The dramatic shift in yields across the fixed income spectrum has made the asset class more attractive

European High Yield Bonds
Corporate Hybrid Bonds
CLO Tranches
Multi-Sector Credit

 

Equities

Our outlook for equities at the firm level is neutral and we believe that upside opportunities are likely to be scarce

Small Cap Value
Large Cap Value
Thematic Equities
Emerging Markets
REITS
Japanese Equities

 

Alternatives

We believe that alternatives present the best way to capitalise on opportunities created out of stress and dislocation

Private Equity
Private Credit
Alternative Credit
Insurance Linked Securities
Real Estate
Commodities
Royalties-Based Strategies
Hedge Funds

 

Investment Strategies for Family Offices

We recognize that family offices have very different investment objectives, depending on where they are in their lifecycle and how sensitive they are to taxes. Neuberger Berman’s extensive platform allows us to partner with family offices in a consultative manner.

We offer an array of investment solutions across traditional and alternative asset classes.

Private Markets

Private Equity
Private Credit
Real Estate
Secondaries
GP-Stakes

Specialty Alternatives & Uncorrelated Strategies

Insurance-Linked Securities
Venture Capital
Royalty-Based Products
Specialty Finance
Distressed Credit
Equity Market Neutral

Liquid Markets

Long Only Equity
Fixed Income
Hedge Funds
Quantitative & Multi-Asset
Tax Loss Harvesting
ESG Integrated
Net-Zero Aligned

Family Offices 2024: Adjusting to Post-Inflation Markets

The investment landscape has changed considerably over the past two years, and many family offices are re-assessing their asset allocations. Can they sustain their 6 – 8% (CPI+3%) long-run annualized return profile, and what adjustments might be required to do so?

Download Whitepaper

Family Office Digest: September 2024

In our latest NB Family Office Newsletter, we discuss what we are hearing from Family Offices, the key takeaways from our Family Office Forum, where we are seeing value and one big area that Family Offices are spending time on.

Download Family Office Digest
Latest Thinking
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more about your investment goals.
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