Family offices and their service providers have been busy. This week, investments in ports, lenders, insurance and a first half deal activity review.
Amancio Ortega’s family office (Pontegadea) bought a 49% stake in UK port operator PD Ports from Brookfield—its first ports investment, signaling a broader push into infrastructure. Financial Times
Affinity Partners (Jared Kushner) reportedly took an ~8% stake in UK lender OakNorth—continuing family-office/sovereign-linked capital flows into specialty banks. Reuters
RWA Wealth Partners (family-office style RIA) acquired Moirai Wealth Management in San Francisco (deal closed Aug 15, 2025), expanding UHNW/family-office services on the U.S. West Coast. RWA Wealth Partners+1
Aquiline Capital Partners completed its purchase of SEI’s Family Office Services (Archway) business (supports $733B assets on platform as of Mar 31, 2025), underscoring consolidation in family-office tech/ops. SEI Investments CompanyPR Newswire
Macro trend: Family-office direct deal activity slowed ~32% in H1 2025, but AI and infrastructure remain hot spots (co-investments rising). fintrx.comMarkets Group
Chariot & Castle Seguros, a property and casualty insurance brokerage operating in Colombia as Grupo ilao. secured $30 million from Lupine Crest Capital, the single-family office of U.S. investor JP Conte. Over the past two years, Grupo ilao has acquired 21 individual brokerages across seven cities, making it one of the top five insurance brokerages in Colombia. The investment will support the company’s growth strategy in Latin America, focusing on digital transformation and market expansion. PRNewswire