Author Bios

The growing number of Latin American ultra-high net worth families and an increasing international focus as the next generation go abroad for education, mean Latin America’s wealthy are re-balancing risk and returns, locally and offshore. 

Wildcat Capital, which manages funds for the American billionaire David Bonderman, has called for management changes at a pharmaceutical firm, representing a rare public case of shareholder activism by a family office.

Their outlook shaped by the global financial crisis, Millennials have a cautious outlook but are keen to have a positive effect on the world. Advisers have to engage these upcoming members of ultra-high net worth families on their terms, explains Ned Dane, senior vice president and head of OppenheimerFunds’ Private Client Group

The new generation of ultra-high net worth family members wants to do more than just see their fortunes grow. A new study by OppenheimerFunds and Campden Research has found that these ‘Millennials’ want to make a dent in the world’s problems, but not the way their parents did it.