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UBS

April 16, 2018

How do families keep the creative spark alive while keeping order? The awkward truth at the heart of family governance is that procedural frameworks and innovation are not natural bedfellows

How do families keep the creative spark alive while keeping order? The awkward truth at the heart of family governance is that procedural frameworks and innovation are not natural bedfellows.

March 12, 2018

Global principals and the next generation are slowly taking steps to ensure the family fortune lives beyond its founder, but there’s still work to be done. We find out why failing to plan for succession is planning to fail. 

Global principals and the next generation are slowly taking steps to ensure the family fortune lives beyond its founder, but there’s still work to be done. We find out why failing to plan for succession is planning to fail. 

The death of family members is hardly a topic most are falling over themselves to discuss, and this partly explains why less than half those surveyed in The Global Family Office Report 2017 (GFOR) have a full succession plan in place.

March 8, 2018

In the wake of #MeToo, and a stream of allegations of sexual misconduct against powerful men, more banks are encouraging clients to turn public awareness into proactive investment.

In the wake of #MeToo, and a stream of allegations of sexual misconduct against powerful men, more banks are encouraging clients to turn public awareness into proactive investment.

The latest trend in impact investing is “gender-lens” funds, which allow investors to put their money where their mouth is by supporting companies that champion gender equality.

UBS set up such an exchange-traded fund (ETF) this year, in conjunction with Equileap, an organisation that promotes equality-based investing.

March 7, 2018

How families are powering growth and engaging their next generations to preserve their businesses are just some of the insights Campden researchers are gathering for agenda-setting reports in 2018.

How families are powering growth and engaging their next generations to preserve their businesses are just some of the insights Campden researchers are gathering for agenda-setting reports in 2018.

The flagship Global Family Office Report leads the Campden slate of studies this year and is already highly anticipated in the family office community. The fifth annual edition will be launched at the UBS family office summit in Zurich on 27-28 September.

February 15, 2018

The research which takes an inside look at the unique and private world of family offices has launched—and the call is out for participants in this year’s Global Family Office Report.

The agenda-setting research which takes an inside look at the unique and private world of family offices has launched—and the call is out worldwide for participants to share their attitudes and experiences.

The Gobal Family Office Report (GFOR), released annually in September by Campden Research in partnership with UBS, is the world’s most comprehensive examination of family office principals’ attitudes to wealth, investments, philanthropy, staffing, and succession.

February 12, 2018

Despite a tumultuous fortnight in the stock market, family offices are being encouraged to look at whether they have enough global equity exposure, with the second-longest bull market in history predicted to keep lumbering through 2018.

Despite a tumultuous fortnight in the stock market, family offices are being encouraged to look at whether they have enough global equity exposure, with the second-longest bull market in history predicted to keep lumbering through 2018.

Steve Brice, chief investment strategist at Standard Chartered Bank, said the majority of his family office clients were under-exposed to equities, and though the past week had seen trillions wiped off stock market values, this provided opportunity for investors to buy into.

January 24, 2018

Nearly half of family offices offer senior staff co-investment opportunities as part of their compensation package, new research suggests.

Nearly half of family offices offer senior staff co-investment opportunities as part of their compensation package, new research suggests.

Other popular forms of compensation for investment staff include carried interest, offered by 38% of family offices; deferred incentive compensation (28%); and leverage through recourse loans (12%).

July 18, 2017

Two factors play a major role in the success of multigenerational wealthy families: they grow their assets well above their consumption rate, and they consistently develop family talent—generation after generation

Two factors play a major role in the success of multigenerational wealthy families: they grow their assets well above their consumption rate, and they consistently develop family talent—generation after generation. Developing new wealth creators in a family business is easier said than done. The question is also whether the next generation is even willing to follow in the parents’ footsteps.

April 27, 2017

A guide to setting up a family office has been launched amid warnings that families must maintain unity or risk losing their wealth.

A guide to setting up a family office has been launched amid warnings that families must maintain unity or risk losing their wealth.

UBS’s Family Office Compass is described as a strategic toolkit to help ultra-high net worth families deal with generational change.

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