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UBS

February 26, 2016

Which bank does the best job providing finance and service to your family business? Those were the two simple, yet crucial, questions we set out to answer in an online survey of CampdenFB readers over the past two months. Below we’ve put banks in the order they were ranked for providing finance to family businesses.

Which bank does the best job providing finance and service to your family business? Those were the two simple, yet crucial, questions we set out to answer in an online survey of CampdenFB readers over the past two months. Below we’ve put banks in the order they were ranked for providing finance to family businesses. The figure in red indicates how they were ranked for service.

December 10, 2015

On a recent trip to Australia I met an entrepreneurial couple who talked about the annual cash flush they provide to their children. When digging deeper the conversation touched on topics of ‘how much is enough’ and ‘how to keep them responsible citizens in their communities despite the money’. In our advisory work we often get involved in such discussions. Conflicts in families mainly centre about two issues: power (who leads the family company) and money (who gets how much access to cash). Let’s focus on the money for now.

On a recent trip to Australia I met an entrepreneurial couple who talked about the annual cash flush they provide to their children. When digging deeper the conversation touched on topics of ‘how much is enough’ and ‘how to keep them responsible citizens in their communities despite the money’. In our advisory work we often get involved in such discussions. Conflicts in families mainly centre about two issues: power (who leads the family company) and money (who gets how much access to cash). Let’s focus on the money for now.

November 13, 2015

Costs, CEO pay, assets, performance. All these came under the spotlight in the second annual Global Family Office Report. While the inaugural report was about debunking myths from the industry, this year's edition examines what trends have emerged from that starting point. 

Increases in costs and an optimistic performance outlook for the year ahead are some of the main findings to come out of Campden Wealth’s second Global Family Office Report, produced in conjunction with UBS. This year the annual report, which sheds light on investments, costs, and services within family offices, takes an in-depth look at three asset categories: private equity; real estate; and hedge funds. This special section includes interviews with family office executives and service providers, who have helped question a few commonly-held beliefs.

August 26, 2015

CampdenFB is carrying out an online survey as part of a special report on financing the family business in FB65.

Finance is crucial to help build successful family businesses, and although increasing numbers are looking to non-bank channels, traditional banks remain a key source of funding.

July 30, 2015

When it comes to handing over the reins to successors, the odds are stacked against family businesses. Around 70% of families fail to properly pass their business or wealth to the next generation. One of the biggest reasons is that half of families lack a succession plan: a process for identifying and nurturing people to become leaders in the business.

When it comes to handing over the reins to successors, the odds are stacked against family businesses. Around 70% of families fail to properly pass their business or wealth to the next generation. One of the biggest reasons is that half of families lack a succession plan: a process for identifying and nurturing people to become leaders in the business.

July 28, 2015

The wealth management sector is facing increasing competition from technology firms, so what qualities are keeping the leading firms afloat? 

At a time when the world is gearing up for the largest wealth transfer in history and entrepreneurial teenagers are making millions from their basements, wealth managers and family offices are seeking ways to serve an increasingly youthful client base.

The dynamic change has brought with it a greater focus on technology. A tech-savvy generation are open to wealth management services that don’t require face-to-face interaction and prefer to manage their investments through user-friendly financial software.

May 29, 2015

A new wave of successful multi-generational family businesses is expected to emerge from the current class of self-made billionaires, new research predicts.

A new wave of successful multi-generational family businesses is expected to emerge from the current class of self-made billionaires, new research predicts.

The 2015 Billionaires Report said data analysis of 1,300 billionaires from the last 19 years showed most US and European self-made billionaires choose to keep their businesses that built their wealth (60%), with one-third (30%) selling pieces of their business via an IPO or trade sale, while 10% cash out.

September 23, 2014

The global billionaire population is concentrated in a small collection of cities, new research reveals, with the uber wealthy seeking domiciles that balance business with pleasure.

The global billionaire population is concentrated in a small collection of cities, new research reveals, with the uber wealthy seeking domiciles that balance business with pleasure.

The top five cities for billionaires, according to the Billionaire Census 2014, released by Wealth-X and UBS, are New York, Moscow, Hong Kong, London, and Beijing, which together host 379 of the world’s most wealthy.

July 23, 2014

Nearly half of affluent Americans are reluctant to talk about inheritance plans with their successors, according to new research, despite the fact avoiding the subject means heirs are almost twice as likely to disagree about inheritance distribution. 

Nearly half of affluent Americans are reluctant to talk about inheritance plans with their successors, according to new research, despite the fact avoiding the subject means heirs are almost twice as likely to disagree about inheritance distribution.

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