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Investment

May 1, 2005

In the first of an occasional series, Melanie Stern pilots a discussion with business families to examine how they view the private equity world. She finds perceptions are changing and the benefits are flagged up – but doubts linger about its role in business

In the first of an occasional series, Melanie Stern pilots a discussion with business families to examine how they view the private equity world. She finds perceptions are changing and the benefits are flagged up – but doubts linger about its role in business

Roundtable panel

May 1, 2005

Changes to the structure and diversity of trusts offered by offshore financial services centres aim to close loopholes and protect the client. Bob Reynolds looks at how this has prompted other jurisdictions to tighten policy, improve services and boost uptake

Changes to the structure and diversity of trusts offered by offshore financial services centres aim to close loopholes and protect the client. Bob Reynolds looks at how this  has prompted other jurisdictions to tighten policy, improve services and boost uptake

May 1, 2005

Georges Noel explains why the disparity between the business philosophies of the private equity market and the family business world can be a strength at exit time

Georges Noel is the director of research, public affairs and development at the European Venture Capital Association (EVCA).

Georges Noel explains why the disparity between the business philosophies of the private equity market and the family business world can be a strength at exit time

March 1, 2005

The shape of Swiss private banking has dramatically emerged from a period of eclipse. Bob Reynolds discovers that the two biggest players intend to use aggressive strategies to attract new money

Bob Reynolds is consultant editor of Offshore Red.

The shape of Swiss private banking has dramatically emerged from a period of eclipse. Bob Reynolds discovers that the two biggest players intend to use aggressive strategies to attract new money

Swiss private client banking has emerged from the dark side of the moon. Commercial, regulatory, political and competitive pressures had conspired to put the giants of Swiss private banking into the shadows.
 

March 1, 2005

Many Swiss and foreign investors are looking to invest in Swiss real estate through collective investment vehicles. Although Switzerland does not offer the option of a REIT, the Swiss real estate investment fund may be more flexible and tax efficient for the investor, explains Stephan Pfenninger

Stephan Pfenninger is a partner with Tax Partner AG, Zurich, Switzerland. www.taxpartner.ch

Many Swiss and foreign investors are looking to invest in Swiss real estate through collective investment vehicles. Although Switzerland does not offer the option of a REIT, the Swiss real estate investment fund may be more flexible and tax efficient for the investor, explains Stephan Pfenninger

March 1, 2005

What UK family firms think about corporate finance

Scott Mcculloch is editor of Families in Business.

What UK family firms think about corporate finance

Risk-averse and dominated by close-knit management, the UK's family business sector could become a victim of its own success if left unchallenged, a new report on corporate finance and family businesses suggests.
 

March 1, 2005

Research suggests that investors are increasing their exposure to real estate. But if that’s where the hot money is going it’s much less clear how to invest, where to get advice and who to work with for the best results, says Richard Willsher

Richard Willsher is a freelance journalist specialising in finance.

Research suggests that investors are increasing their exposure to real estate. But if that's where the hot money is going it's much less clear how to invest, where to get advice and who to work with for the best results, says Richard Willsher

March 1, 2005

Most HNWIs like to take responsibility for their own investment decisions and are extremely active in managing their investments. It’s not wrong, or misguided, if it produces the right results, argues John Clemens

John Clemens is managing partner, Tulip Financial Research Ltd. john.clemens@tulipresearch.com; www.tulipresearch.com

Most HNWIs like to take responsibility for their own investment decisions and are extremely active in managing their investments. It's not wrong, or misguided, if it produces the right results, argues John Clemens

March 1, 2005

Fouad (Fred) H is a self-made man. He arrived in Montreal from Lebanon in the late 1950s at the age of 23 with $150 in his pocket and a pregnant wife, Nieves, whom he met while on vacation in Spain.

Fouad (Fred) H is a self-made man. He arrived in Montreal from Lebanon in the late 1950s at the age of 23 with $150 in his pocket and a pregnant wife, Nieves, whom he met while on vacation in Spain. He took a job as a messenger at a local pharmacy and was able to save enough money to buy his first fashion jewellery shop. Forty years later he had built a large empire with over 65 stores across Canada – with affiliations in the US.

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