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Investment

November 14, 2017

Andreas Feller, Head of Private Banking Zurich, Eastern Switzerland, and ultra-high net worth individuals at the Swiss private banking group Julius Baer, discusses thematic investing, digital disruption, and why women are an increasingly important segment for the wealth management industry

Andreas Feller, Head of Private Banking Zurich, Eastern Switzerland, and ultra-high net worth individuals at the Swiss private banking group Julius Baer, discusses thematic investing, digital disruption, and why women are an increasingly important segment for the wealth management industry

September 20, 2017

After three decades of working as a fifth-generation member of the business that founded and still owns the C&A clothing retail chain, family entrepreneur Stephen Brenninkmeijer turned to impact investing. He discusses funding and supporting promising ventures with a social mission.

After three decades of working as a fifth-generation member of the business that founded and still owns the C&A clothing retail chain, family entrepreneur Stephen Brenninkmeijer turned to impact investing. He discusses funding and supporting promising ventures with a social mission.

September 14, 2017

NASCAR has grown from a band of fast-charging outlaw bootleggers to a $3 billion a year motorsport monolith. David Braham discovers how the third-generation France family business maintains the legacy of pioneer Big Bill France while driving innovation, technology, and philanthropy

NASCAR has grown from a band of fast-charging outlaw bootleggers to a $3 billion a year motorsport monolith. David Braham discovers how the third-generation France family business maintains the legacy of pioneer Big Bill France while driving innovation, technology, and philanthropy

August 10, 2017

Marketplace lending is a new form of credit intermediation that has generated a lot of media buzz, so how can it fit into a family office portfolio?

Marketplace lending is a new form of credit intermediation that has generated a lot of media buzz, so how can it fit into a family office portfolio? Ravi Anand, managing director of ESF Capital, explains marketplace lending whereby individual loans are broken into loan parts and matched to lenders through an online platform.

The beauty of the matching nature of marketplace lending is that it is a perfect solution for matching supply and demand of capital and risks. 

August 9, 2017

Kleinwort Hambros, the UK wealth management arm of Societe Generale Private Banking, has experienced a 25% increase over the last five years in the number of clients who are actively engaging with the firm in connection with philanthropy.

Kleinwort Hambros, the UK wealth management arm of Societe Generale Private Banking, has experienced a 25% increase over the last five years in the number of clients who are actively engaging with the firm in connection with philanthropy.

August 8, 2017

The root of family-owned advantage comes from many sources, such as a mutual loyalty with employees and a mission that matters. But a big factor is independence from equity markets and therefore intense earnings scrutiny. This allows management for the long term.

May 19, 2017

The Institute for Private Investors (IPI) has given wealthy families a place to exchange the best ideas (and often the worst experiences) about managing wealth since 1992. Ahead of its 25th anniversary on 22 May, IPI’s Zaki Abushal speaks to long-term members about how it’s helped them

The Institute for Private Investors (IPI) has given wealthy families a place to exchange the best ideas (and often the worst experiences) about managing wealth since 1992. Ahead of its 25th anniversary on 22 May, IPI's Zaki Abushal speaks to long-time members about how it's helped them.

In an age of non-verbal communication the Institute for Private Investors (IPI) stands out. Its open door, safe-harbour policy might sound like a contradiction— but it isn’t.

April 13, 2017

Wealthy North American Millennials are deal-hungry with more than a quarter (26%) involved in more than 20 deals in the past five years, with many relying on family or family offices for advice, new research suggests.

Wealthy North American Millennials are deal-hungry with more than a quarter (26%) involved in more than 20 deals in the past five years, with many relying on family or family offices for advice, new research suggests.

Coming of age: The investment behaviours of ultra-high net worth Millennials in North America found two out of three respondents (65%) had played a role in more than five deals since 2012.

February 15, 2017

While most family business owners have a desire to see their business sustained through the generations, only a few capture the memories in portraiture. Michael Finnigan talks to one next-gen looking to bring back the tradition

While most family business owners have a desire to see their business sustained through the generations, only a few capture the memories in portraiture. Michael Finnigan talks to one next-gen looking to bring back the tradition

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