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The five challenges of wealth inheritors

October 8, 2021

Children of wealth must overcome five key challenges to generate a sense of life purpose and a positive and facilitative emotional connection to their money.

Children of wealth must overcome five key challenges to generate a sense of life purpose and a positive and facilitative emotional connection to their money.

Each challenge describes an important aspect of the psychological relationship to the saving, spending, and sharing of wealth. To develop a positive wealth identity, children must resolve conflicts and overcome their vulnerabilities in each area.

Challenge 1: Financial awareness

FB Roundup: Porsche, Inditex, Selfridges

July 30, 2021

Porsche family joins billionaire space race with rocket investment, Amancio Ortega’s Inditex fortunes fall and rise with Covid-19 restrictions, Weston family puts Selfridges on the auction block for $5.5 billion.

Porsche family joins billionaire space race with rocket investment

The Porsche family is backing the European rocket launch startup Isar Aerospace Technologies with an eye on the spin-off innovations from easier access to space.

FB Roundup: H&M, Louis Dreyfus Company and LVMH

January 31, 2020

Principal makes way for next gen succession at H&M, Louis Dreyfus Company heiress open to selling stake and Hong Kong headwinds hit LVMH.

Principal makes way for next gen succession at H&M

The billionaire Persson family principal of Sweden’s Hennes & Mauritz has called for his son to succeed him as chairman as the $1.7 billion fast fashion family business welcomes its first female chief executive in its 73-year history.

Family businesses outshine rivals, sustainable investing bullish

September 18, 2018

Family businesses outpace non-family businesses in growth and revenue, and investors worth more than $50 million are the most confident of all investors when it comes to sustainable investing, according to two separate studies.

Revenue growth was stronger, earnings before interest, taxes, depreciation and amortisation margins were higher, cash flow returns were better and gearing was lower among family firms, revealed the new Credit Suisse Family 1000 in 2018 report by the Credit Suisse Research Institute.

‘Hands on’ family owners attract investors, says Credit Suisse research

October 11, 2017

The more involved family owners are in the daily running of their business, the greater the interest from investors, according to a debut Swiss study of financial performance of family-owned firms.

The more involved family owners are in the daily running of their business, the greater the interest from investors, according to a debut Swiss study of financial performance of family-owned firms.

However, the ownership stake held by the founder or his/her family did not appear to correlate with stronger outperformance, and succession risk may be “overstated”.

Swiss stability—the antidote to uncertain market conditions?

November 8, 2016

Switzerland is one of the most stable economies in the world. Analysts say the Swiss economy is set to expand in 2017 and is currently fairly valued. Tanzeel Akhtar reports

Switzerland is one of the most stable economies in the world. Analysts say the Swiss economy is set to expand in 2017 and is currently fairly valued. Tanzeel Akhtar reports

The country is known for its neutral political stance, growth economy, strong currency, and low unemployment rate. Not forgetting its highly competitive tax regime. Is Switzerland embarking on another boom phase?

Family offices driving interest in impact investments

May 20, 2016

Family offices and high net worth individuals continue to be among the leading investors in impact investments, despite increasing interest from mainstream financial institutions, according to a new report.

Released by the Global Impact Investing Network (GIIN) and JP Morgan, the sixth annual Impact Investor Surveyfound that wealthy individuals and families accounted for 11% of total capital raised by fund managers.

Which is the best bank for family businesses?

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.

Mud sticks: reputation management for families in Asia

May 26, 2015

While a good reputation can bolster consumer loyalty and even increase sales, one slip up in the public eye can set a family name back generations. A new report by Campden Wealth and Credit Suisse looks at the increasing importance of reputation management in Asia

When Korea Air vice president Cho Hyun-ah delayed a flight on her family’s airline last year after becoming enraged by a flight attendant who served her nuts in a bag rather than on a plate, the public fallout was immediate. Twitter hashtags were created and newspaper editorials criticised her entitlement. Within a month the 40-year-old had resigned from all her positions within the family holding company Hanjin Group and is facing criminal charges, while her family’s airline is looking at a $2 million fine and possible flight bans.

Private banks offering best family office services announced

February 13, 2014

As private banks increasingly court the lucrative family office market, a peer-reviewed survey has ranked UBS the top provider for the lucrative customer segment.

As private banks increasingly court the lucrative family office market, a peer-reviewed survey has ranked UBS the top provider for the lucrative customer segment.

The Euromoney Private Banking and Wealth Management Survey placed UBS’s Swiss-rival Credit Suisse second, while JPMorgan, Pictet and HSBC rounded off the list.