Journal
Thought leadership and industry insights from our community and our partners.
AYU events, lifestyle, adventure and membership perks.
The UAE Playbook for Family Offices: Hiring, Relocating and Raising in the Gulf
While headlines fixate on regional instability, the UAE keeps doing something remarkable: growing. In Episode 18 of the AYU Family Office Podcast, Gus Morison sits down with Oscar Orellana-Hyder, Co-Founder of Cordell Partners an executive headhunter who places elite talent inside the Gulf's family offices to understand why capital, people, and ambition keep flowing toward the Emirates even as the map around them shifts.
Talent and the Professionalisation of Family Offices: A Conversation with Paul Westall of Agreus
The quality of a is ultimately determined by the quality of the people running it. In Episode 3 of the AYU Family Office Podcast, Gus Morison speaks with Paul Westall, Co-Founder of Agreus Group the world's leading recruitment and talent consultancy dedicated exclusively to family offices. Paul has spent over a decade placing investment, legal, finance, and operational professionals into family offices across the globe, and his insight into how the industry is evolving is both data-driven and hard-won.
AYU Yacht HQ Miami
Bringing together leading fund managers, family offices, and investment professionals, AYU Yacht provided a private setting for meaningful connections away from the conference crowds.
Why Cybersecurity Can No Longer Move at Human Speed
George Ralph of RFA argues that AI has transformed cybersecurity into a race of machine speed: as attackers use AI to breach systems in minutes or seconds, organizations must adopt AI first security operations that combine automated detection, triage, and response with human oversight to keep pace with escalating threats and reduce the cost of cyberattacks.
AYU Summer Rooftop Drinks with Artemis
Over 70 family office and alternative fund professionals for a glorious evening on the rooftop of Cassini House.
Harnessing AI for Family Offices
Industry leaders and family office professionals came together to explore how artificial intelligence is transforming investment management. Through expert discussion and peer to peer networking, members gained practical insights into AI's role in portfolio strategy, risk management, and the future of decision-making within family offices.
AYU Spotlight: Kelley Megale of Canoe Intelligence, Head of Wealth Management & Multi Family office, EMEA
This interview with Kelley Megale explores her journey to Canoe Intelligence and her work expanding Canoe’s presence across Europe. From starting her career in the US to making the pivotal move to London, Kelley reflects on the experiences, challenges, and opportunities that shaped her path. We also discuss her perspective on the evolving family office landscape and the future of private markets.
AYU Family Office Advisors' Lunch: Tax and Legal for global families
We recently held two private dining lunches in Miami and New York, bringing together a select group of family office advisors and decision-makers for thoughtful discussion and connection.
Hosted with the support of Jersey Finance, the intimate gatherings focused on the evolving tax and legal considerations facing global families in today’s increasingly complex international landscape.
AI for Family Offices
An insightful brunch recently hosted to continue our AI in Investment Management series, bringing together family office professionals and industry leaders to explore how artificial intelligence is transforming the future of investment management.
The conversation explored a range of topics, from how firms can collaborate on AI initiatives rather than operating in silos, to the growing importance of security, governance, and trusted partnerships when implementing AI solutions within family offices.
The Illiquidity Crisis: Democratized and Distressed
Matthias Keingesser of PLEXUS Research, looking at the “Illiquidity Crisis,” highlights how private credit is shifting from perceived stability to visible stress as redemption gates, PIK heavy earnings, and opaque valuations converge. What was once deferred through structural tools like extensions and mark-to-myth pricing is now surfacing in real time, revealing a system where liquidity risk, not just credit risk, is becoming the central pressure point.
Understanding Crypto Hedge Fund Returns: Why they are high and why they make sense
3iQ harnesses the inefficiencies of a young, fragmented crypto market to deliver exceptional hedge fund returns - capturing early-stage opportunities that have historically defined every major asset class.
AI as Both Attacker and Defender — Why I Think This Is a Reality Financial Services Shouldn't Ignore
George Ralph from RFA looks at AI as both attacker and defender arguing this is a reality financial services cannot afford to ignore as increasingly sophisticated threats like deepfake fraud and hyper personalized phishing outpace traditional defenses, forcing firms to adopt AI-driven security while carefully managing the new risks the technology itself introduces.
AYU Ski 2026
AYU Ski brought together an exceptional group of 45 guests from leading family offices and the alternatives industry across the globe for an intimate, energising and distinctly fun alpine experience in Gstaad.
AI Risk: What Firms Should Worry About vs What They Shouldn’t
George Ralph of RFA explores how firms should assess and manage real AI risks, while avoiding over-prioritising less critical concerns that can hinder adoption.
The AYU Family Office Summit Switzerland
On March 5th 2026, the AYU Family Office Summit Switzerland brought together an exceptional group of family offices, investors and founders in the heart of the Swiss Alps for a day of focused investment dialogue, collaboration and new opportunity.
Private Security and Full-Spectrum Resilience for Family Offices: A Conversation with Richard Roberts of MITMARK
As family offices grow in prominence and their principals become more publicly visible, the security risks they face have grown commensurately. Physical threats, digital vulnerabilities, reputational exposure, and operational disruption are no longer abstract concerns for the ultra-high-net-worth community they are live risks requiring professional management. In Episode 16 of the AYU Family Office Podcast, Gus Morison speaks with Richard Roberts, Founder and CEO of MITMARK Group and Nemean Services, about what full-spectrum resilience means for family offices and high-net-worth families and how to build it.
Dealing With The Rising Burden of Cyber Rules on Financial Services
George Ralph of RFA details why cybersecurity regulations continue to evolve, and shares practical strategies that financial firms can use to stay compliant, reduce risk, and turn compliance into a long-term advantage.
How Financial Firms Can Choose the Right AI Provider
George Ralph of RFA outlines the key considerations financial firms should weigh when selecting an AI provider, from security and compliance to scalability, transparency, and vendor risk.
Forecasting IPO Momentum and Deal Activity Beyond 2025
AlphaSense explores the 2025 IPO and deal boom, drawing on research and expert insights to assess momentum into 2026, and includes a guide to streamline deal-screening workflows.
AYU Drinks Tasting, powered by CoreBev
On December 1st, AYU hosted a Drinks Tasting with CoreBev, bringing together a select group of family offices and investors for an evening of insight, flavour, and networking.
Held at Molyvos, a restaurant renowned for its warm Greek hospitality and island-inspired cuisine, guests enjoyed a curated tasting of CoreBev’s award-winning Connecticut Distilling portfolio paired with Mediterranean small plates and cocktails.