Family Offices
Your legacy. Our business.
Bloomberg understands the inherent complexities that come with managing extraordinary wealth. Our family office solutions and wealth management software are built on cutting-edge technology that helps both single- and multi-family offices make the investment decisions that will matter for decades to come.
How Bloomberg’s Family Office Solutions Can Help
Network
Access a community of over 350,000 of the world’s most influential decision makers. Connect with other family offices and high-net-worth individuals across the globe, and gain access to exclusive Bloomberg events, newsletters, blog content and career opportunities tailored to family offices.
Research & allocation
Enrich your research with in-depth coverage across every asset class, from fixed income to equities, FX, derivatives, commodities and real estate — along with a growing fund database to help you make investment decisions with confidence.
Bloomberg Terminal
Monitor markets, execute trades, optimize your portfolios and manage risk using the same news, data and analytics relied on by the world’s leading financial professionals. The Terminal’s seamlessly integrated workflows give you the tools you need to both understand the investment landscape and turn knowledge into action.
Sustainable finance
Discover a world of ESG data, scores, analytics, indices, research and news to help you better evaluate assets. Find the solutions you need to enhance your approach to ESG investing and portfolio optimization, as well as corporate strategy and risk management.
Philanthropy
Like you, we know that a legacy is about more than the bottom line. We generate lasting social impact through Bloomberg’s Corporate Philanthropy programs, Bloomberg Philanthropies’ global initiatives and our founder’s personal giving – expertise that makes us an ideal partner for family offices looking to make a difference.
Market insight
Broaden your view of global financial markets. Access independent research across sectors and industries from more than 400 expert analysts at Bloomberg Intelligence – all of them reachable on the Terminal – as well as valuable context from our worldwide team of market specialists.
Family Office Solution Suite
Bloomberg acts as an extension of your family office, supporting you with deep insight and broad resources. Our suite of specialized software and wealth management solutions empowers you to successfully implement optimal portfolio and targeted-risk strategies using the same news, data and analytics relied on by the world’s most demanding financial professionals, every day.
Webinars
Revolutionizing Fixed Income Trading with IBVAL Front Office
In the era of electronic trading, portfolio trading, ETFs, and algorithmic trading, the demand for reliable real-time fixed income pricing has surged. Navigating intraday pricing in fixed income markets is intricate due to fragmented information, escalating volume and velocity, requiring investors to synthesize data from diverse sources. IBVAL Front Office alleviates the burden on trading […]
Navigating FX Volatility in 2024
Join this webinar to learn how to design effective FX hedges amidst geopolitical events and central bank shifts. Gain insights to align with internal policies and execute on our award-winning FXGO platform. Stay ahead in the evolving FX market.Discussion topics:• Create a customized scenario that enables you to manage your FX risk exposure.• Analyse and […]
ESG in Case Studies: Climate Risk
Climate risk and decarbonization continue to be topics that challenge investors. Even with clear objectives in mind, without knowledge of the data and tools available to measure progress towards their goals, investors cannot move forward along their net zero journey. Please join us in this webinar where we will discuss the climate risk analytics on […]
Latest insights
Reducing time to market
Baader Bank’s buy-side trading desk needed to trade more efficiently minimize exposure to market volatility.
ETFs continue to grow, adapt and evolve
The first few months of 2022 have made it clear that exchange-traded funds are well-positioned for another record year.
TCA: Bolder ways to inform trading decisions
Pre-trade transaction cost analysis (TCA) is still new to the fixed-income space but growing in popularity.