SFOs Around the World: An Family Office Association Podcast with Cath Tillotson

SFOs Around the World: An Family Office Association Podcast with Cath Tillotson

SFOs Around the World with Angelo J. Robles

In Part 11 of the Family Office Association Podcast Audio Series, Angelo J. Robles is joined by Cath Tillotson as they discuss SFOs around the world. You can either read the transcription or listen to the podcast and learn more.

Transcript Preview:

Angelo Robles: Hello, everyone. This is Angelo Robles at Family Office Association. Thank you all for joining us today on today’s Family Office Association audio podcast. I’m very fortunate to be joined today by Cath Tillotson, Founder and Managing Partner of Scorpio Partnership. I’ll tell you a little bit about Cath than we’ll go into what’s going to be a wonderful and very interesting dialogue today.

Cath is co-founder of UK based Scorpio Partnership. Through the firm’s twenty-year history, Cath has overseen many global research assignments covering client engagement and the client experience, brand identity and value proposition, client segmentation, asset allocation, and the investment process, regulatory change in the onshore and offshore environment, the role of technology and philanthropy. Her clients include global wealth managers, investment managers, family office and family foundations. She has worked across more than thirty-five countries. Cath, how are you today?

Cath Tillotson: I’m very well. How are you, Angelo?

Angelo: I’m doing great. And right before we get into our questions, I’m going to give our audience a little bit of an overview of our interactions. When I had a chance to launch Family Office Association way back in the wonderful year, that was 2008, one of the first people that I reached out to and met – the timing was right that she happened to be coming to the New York City area – was Cath. Her and her husband are co-founders of the company and they’re based in the UK. And I so enjoyed the great work and writing they were doing, I was so honored to have a chance that Cath even wanted to meet with me. And all that I learned from that day and we kept in touch and for disclosure, Cath is on my advisory board, and really one of the people that is a wonderful overseer and observer globally of the wealth management industry.

So today, we’re going to cover many different topics within the framework of what’s going to be of value to families of great wealth and single family offices but certainly, we’ll touch on – because it all really centers SFOs Around the World of wealth and wealth management, as well.

So pardon that long buildup, Cath, but in your case, certainly well earned. So I have so many topics that I want to cover. We’re certainly not going to have the time to get into everything but I’ve probably earmarked about four to five that I certainly want to have a focus on. Why don’t we get right down to certainly the important one that is out there at the forefront now within the world of wealth management? And that is, we are in a low return environment. And given the fact that you’re one of the world’s most prolific researchers and thinkers, what are single family offices, the families, the CEOs, the CIOs – I’m sure they’re not happy with the environment that’s occurring now in investment management and wealth management. A lot of it has been under-performance, let’s be honest, at least relative to an indices. And when you factor in many of the issues, I’m sure there’s a lot of concern and a lot of the big families and SFOs looking for solutions that they believe they’re not getting now from the industry.

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