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Topic: FB Wealth

August 19, 2020

A mere 1% allocation to crypto assets over the past few years could have nearly doubled your investment portfolio’s overall, risk-adjusted return. You’ll have to forgive me, but I feel this is so important that I would like to repeat myself so everyone may comprehend the gravity of such a statement… Iconic Holding

A mere 1% allocation to crypto assets over the past few years could have nearly doubled your investment portfolio’s overall, risk-adjusted return. You’ll have to forgive me, but I feel this is so important that I would like to repeat myself so everyone may comprehend the gravity of such a statement…
 
July 13, 2020

Across many developed economies, the prevailing economic and financial policy framework – what we’ll call the Box – is failing to deliver for much of the adult population. The mood is ripe for a policy revolution, a new monetary settlement. When the Box is blown up, inflation objectives will lose their privileged position. Fiscal orthodoxy will be abandoned. This will demolish the pillars on which so many investment strategies are built.

Across many developed economies, the prevailing economic and financial policy framework – what we’ll call the Box – is failing to deliver for much of the adult population. The mood is ripe for a policy revolution, a new monetary settlement. When the Box is blown up, inflation objectives will lose their privileged position. Fiscal orthodoxy will be abandoned. This will demolish the pillars on which so many investment strategies are built.

June 29, 2020

Ever since we started in 1994, we have written an investment review, garnished with a cartoon, and filleted by compliance for political incorrectness. In normal times, it appears shortly after the quarter end. Amid the fireworks of COVID-19, it is appearing now, in early June, rather than waiting for early July.

Ever since we started in 1994, we have written an investment review, garnished with a cartoon, and filleted by compliance for political incorrectness. In normal times, it appears shortly after the quarter end. Amid the fireworks of COVID-19, it is appearing now, in early June, rather than waiting for early July.

March 23, 2020

The families behind a British hospitality group, a German automaker and an emirates conglomerate are doing their bit in the fight against the coronavirus pandemic by cancelling commercial rents, providing face masks and donating ambulances.

The families behind a British hospitality group, a German automaker and an emirates conglomerate are doing their bit in the fight against the coronavirus pandemic by cancelling commercial rents, providing face masks and donating ambulances.

Fuller, Smith and Turner, the UK’s 174-year-old family-controlled pub and hotel business temporarily closed its entire managed pubs and hotels estate from today until further notice. There have been 5,683 cases and 281 deaths in the UK from COVID-19, the disease caused by the coronavirus.

February 17, 2020

Search funds have gained prominence in the US and are gathering steam in other parts of the world. Why have they caught the attention of family businesses and family offices? Jeremy Hazlehurst reports

Search funds have gained prominence in the US and are gathering steam in other parts of the world. Why have they caught the attention of family businesses and family offices? Jeremy Hazlehurst reports

Imagine you are a young, ambitious, entrepreneurially-minded MBA graduate. You want to run a business, but not a start-up. You do not want to wait decades to work your way up through the ranks of a business. A search fund could be the answer to your prayers. 

January 20, 2020

Traditional billionaire philanthropists say they want to give back to society, but saving the world is falling to the next generation of ultra-wealth holders, a new Campden Wealth report reveals.

Traditional billionaire philanthropists say they want to give back to society, but saving the world is falling to the next generation of ultra-wealth holders, a new Campden Wealth report reveals.

December 11, 2019

Boutique family office Mehta Ventures sets the pace in running, scaling and exiting some of India’s most exciting startups. Sanjay Mehta and Hershel Mehta explain how their family dynamic works and how to hunt for unicorns.

There must be something in the Gujarat water. India’s westernmost state is the birthplace of some of the country’s best-known businesspeople—from Mukesh Ambani, to Azim Premji, and Uday Kotak. Enterprise is a cultural obligation for Gujaratis—with just 5% of India’s workforce, the state produces 22% of the country’s exports.

September 23, 2019

With the might of the Chinese government supporting them, family businesses in China have flourished in the last 40 years. But while business is thriving, many are facing succession challenges borne from a lack of heirs willing to take the helm. Susan Lingeswaran takes a look

On 13 December, 1978, not long after China was out of the grip of Mao’s Cultural Revolution, then-leader Deng Xiaoping delivered a radical speech to his Communist Party proposing China learn from richer countries, allow workers and peasants to compete to get ahead, and give enterprises the power to make decisions or try new ventures.

Just five days later, a council of 300 party elite agreed to adopt Deng’s vision, and China kicked off its journey from economic seclusion to becoming the world’s factory.

September 16, 2019

While some families have one vehicle for their charitable giving, the 11th-generation Hoare family channel their generosity and financial acumen into a suite of philanthropic ventures. James Beech speaks to Alexander Hoare

The family behind England’s oldest privately-owned bank have been giving to charitable causes for more than three hundred years. Now, both its principal and millennial scion are investing their time and talents into a fresh initiative to support early-stage social enterprises at the grassroots, where the need is greatest.

August 26, 2019

Flying in a private jet is the ultimate status symbol, but owning one isn’t the only way to travel. Alison Ebbage considers the practical and cost-effective alternatives.

Private aviation solves the perennial time shortage issue perfectly and provides a luxe experience to those able to afford it. Today there are more options than ever—ownership, fractional ownership and charter, which in turn divides into different models too—depending on whether the charter is for the seat or the plane and whether the access is on a subscription or on-demand basis.

August 19, 2019

The age of quantum computing has dawned and tech giants and start-ups are racing to make the next generation of supercomputers applicable to our daily lives. Alison Ebbage reports on what it means for family businesses and investors.

Quantum computing could turn the technology world on its head. By harnessing properties beyond the grasp of traditional Newtonian physics, the potential is to transform the way that computers look at data and the speed at which they can process and analyse it.

August 12, 2019

Third-generation steelmakers Radha Smelters have had their fair share of ups and downs, which is why educating the next generation, mixed with on-the-job experience, is so highly prized. Nicholas Moody reports

August 12, 2019

A surge in the number of billionaires has made Asian family offices an El Dorado for wealth managers lured by the prospect of bigger pay packages and more varied work.

A surge in the number of billionaires has made Asian family offices an El Dorado for wealth managers lured by the prospect of bigger pay packages and more varied work.

August 5, 2019

An idea borne from a classroom Eureka moment provided the basis for a groundbreaking field book for families. Randel Carlock discusses the vibrant guide he and co-author Keng-Fun Loh created to help families prepare for their own lunar landing.

Your book, A Family Business on the Moon, has an unusual title—where did the idea come from?

It came from (Canadian third-generation family business) Bata Shoes. They were training with me at INSEAD. We were working on their vision, and one of their sons, Charles, called out: “We’ve got shoe stores all over the world, let’s put one on the moon!” I thought, “What a great title!”

Who did you have in mind when you wrote it?

July 29, 2019

Tax department clarifies Cyprus 60-day rule for nominee directors

Effective as of 1 January, 2017, the so-called “60 day rule” for the purposes of establishing Cyprus tax residency for individuals is of importance to those seeking Cypriot residency.

Under the rule, individuals are considered tax residents of Cyprus and benefit from the island’s tax regime if they:

• Reside in Cyprus for a period of 60 days

• Do not reside in any other single country for a period exceeding 183 days in total

• Are not tax resident in any other country

July 22, 2019

Congratulations, you have chosen a very special country to invest in: one with a stable economy in the last few years, an easy procedure for company registration, a transparent tax system, friendly business environment, minimum paper documentation and a short list of taxes and social security obligations. It is our pleasure to assist you in this process, but before you start you have to make some decisions in order to be sure you have taken the most appropriate form, way and decision as a whole for your future business activities. 

The Commercial Law lists the following types of legal entities, which could be established in Bulgaria:

• Joint-stock company (AD);

• Partnership limited by shares (KDA);

• Limited liability company (OOD), including. Single-member limited liability company (EOOD);

• General partnership (SD);

• Limited partnership (KD).

July 8, 2019

A start as a door-to-door salesman in Texas has given next-generation angel investor and fourth-generation entrepreneur Anirudh Damani a unique perspective on business. Susan Lingeswaran finds out how

Anirudh Damani has a family history studded with a serious entrepreneurial pedigree. His great grandfather Shri Chunnilal Damani was a reputed bullion trader in India, while his father and uncle, Ashok and Ramesh, both former Bombay Stock Exchange directors, are hailed as two of the most successful investors in the country.

July 1, 2019

Talking to your children about wealth can be enjoyable and preparing them can be fun, but there are serious considerations too. Next gens and family experts Sandy Loder and Evana Lithgow share a host of useful tips and insights

Talking to your children about wealth can be enjoyable and preparing them can be fun, but there are serious considerations too. Next generation and family experts Sandy Loder and Evana Lithgow share a host of useful tips and insights.

Sandy Loder is founder of AH Loder Advisers Ltd, a specialist family consultancy business that focuses on family businesses, family offices, and financial and entrepreneurial education. Loder is a fifth-generation member of the Fleming family and worked in the family business for 18 years.

June 24, 2019

Most families fight a losing battle to sustain wealth past their third generation. Alison Ebbage asks four experts what families can do to avoid becoming another statistic

The Gilded Age was a defining period of massive economic growth in the United States during the late 19th century. It fuelled a period of extraordinary wealth generation for some of the young nation’s wealthiest families, a period that was tinged with the darker shadow of inequality.

June 17, 2019

Valery Senko, Trendvision AI founder, explains how its machine learning-driven research tool enables investors and analysts to harvest global thematic trends in equities and provides solutions for new long term equity allocation decisions

Why do you think that thematic trends are more important or in any way better than a simple value approach, that has been successfully implemented by Warren Buffett and multiple other investors over the years?

January 15, 2019

How the Greek legislation regulates short-term rentals of real estate property within the so-called framework of “sharing economy”.

The Greek legislation regulates short-term rentals of real estate property within the so-called framework of “sharing economy” (through digital platforms like Airbnb) in the article 111 of Law 4446/2016, as amended and in force.

Important definitions

A sharing economy is considered to be any model where digital platforms create an open market for the temporary use of goods or services that are often provided by individuals.

January 8, 2019

India’s traditionally cautious investors are using family offices to diversify their allocations into riskier assets and face disruption head on. James Beechreports

Locally orientated, ‘risk lite’, with a strong preservation ethic. This has been the traditional profile of Indian family investments, dominated by senior wealth holders with a preference for safe and steady assets. Fuelled by operating businesses where any profits have been funnelled back into the business, diversification has traditionally meant investing in subsidiaries of the family business or real estate, rather than new asset classes. Yet could a new breed of family investors with a desire to professionalise private investment be set to break this mould?

December 17, 2018

Family offices are becoming increasingly popular amongst India’s growing ultra-wealthy population, but while family businesses are deeply entrenched in the country, family offices are still a relatively new phenomenon. Susan Lingeswaranreports

Family offices are becoming increasingly popular amongst India’s growing ultra-wealthy population, but while family businesses are deeply entrenched in the country, family offices are still a relatively new phenomenon. Susan Lingeswaran reports

When Uday Kotak, managing director of Kotak Mahindra Bank and the eighth-richest person in India, announced earlier this year that he was setting up a family office to invest his $10.3 billion fortune, it was hard to ignore the sense that a tide had turned.

December 3, 2018

Feisal Alibhai, Qineticare founder and chief executive, reveals why a focus on the wellbeing of the family is the missing piece in the ability to achieve robust succession planning

Feisal Alibhai, Qineticare founder and chief executive, reveals why a focus on the wellbeing of the family is the missing piece in the ability to achieve robust succession planning

To protect a family’s longevity, shrewd principals engage in detailed succession planning, which is vital to demonstrate true caring and love. Despite this meticulousness, succession continues to fail at an unacceptable rate, with wealth too often wiped out by the third generation.

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