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private equity

September 29, 2017

Family offices are doing less co-investing and active management of their private equity investments, increasingly delegating to funds amid execution challenges, new research suggests.

Family offices are doing less co-investing and active management of their private equity investments, increasingly delegating to funds amid execution challenges, new research suggests.

The newly-released Global Family Office Report 2017 (GFOR) said co-investments made up only 9.4% of the average private equity portfolio among 101 multi-year participants.

September 12, 2017

Equities and private equity drove a turnaround in family office investment performance this past year, as revealed in the newly-released Global Family Office Report 2017 (GFO).

Equities and private equity drove a turnaround in family office investment performance this past year, as revealed in the newly-released Global Family Office Report 2017 (GFO).

June 23, 2017

A large portion of capital managed by fund managers making private equity impact investments is raised from family offices and high net worth individuals (HNWIs), new research finds.

A large portion of capital managed by fund managers making private equity impact investments is raised from family offices and high net worth individuals (HNWIs), new research finds.

Up to 37% versus only 5% of the capital managed by private debt focused fund managers came from family offices and HNWIs, according to the seventh annual Impact Investor Survey 2017. The Global Impact Investing Network (GIIN) surveyed the views of 209 respondents who together managed more than $114 billion in impact investing assets.

June 1, 2017

Family office executives say skills and resource gaps are the major challenges facing those who choose to invest directly, according to new research.

Family office executives say skills and resource gaps are the major challenges facing those who choose to invest directly, according to new research.

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.

April 7, 2017

Wealthy North American Millennials intend to make “significant changes” to the way family investments are managed once they assume control, notably increasing ‘risk on’ allocations to values-based and illiquid investments, new research suggests.

Wealthy North American Millennials intend to make “significant changes” to the way family investments are managed once they assume control, notably increasing ‘risk on’ allocations to values-based and illiquid investments, new research suggests.

Coming of age: The investment behaviours of ultra-high net worth Millennials in North America found only one-fifth (21%) are fully satisfied with the current objectives and guidelines of their families’ portfolios, despite 65% having a say in their family’s allocations.

September 12, 2016

Private equity has a special pull for families used to running operating businesses. But with record levels of assets committed to private equity funds is it the best asset class to drive returns? 

Private equity has a special pull for families used to running operating businesses. But with record levels of assets committed to private equity funds is it the best asset class to drive returns? 

The plotline is one that has been played out countless times before. A family has made its wealth in an operating business, has exited and is now running a family office. Do they sit back and take a diversified approach to their wealth or eventually get itchy feet and pour their assets back into the sector they know best?

January 7, 2016

French family office Groupe Arnault and the eponymous family’s luxury fashion empire LVMH are joining forces with US-based private equity firm Catterton to launch a new global consumer-focused investment firm, L Catterton. 

French family office Groupe Arnault and the eponymous family’s luxury fashion empire LVMH are joining forces with US-based private equity firm Catterton to launch a new global consumer-focused investment firm, L Catterton.

With six distinct fund strategies and expectations to have $12 billion worth of assets under its management once the transaction has been finalised, L Catterton is set to become the largest consumer-focused firm of its kind.

December 16, 2015

State-owned Italian bank Cassa Depositi e Prestiti (CDP) is to set up a private equity fund to help family businesses, but a family business expert questions to what degree it will achieve its aim of helping them go public. 

State-owned Italian bank Cassa Depositi e Prestiti (CDP) is to set up a private equity fund to help family businesses, but a family business expert questions to what degree it will achieve its aim of helping them go public.

The initiative is the first of many more planned by the CDP as part of its plans to invest in domestic companies and help boost the country’s economy.

The private equity fund is one of the pillars of the new business plan.

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