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due diligence

How ‘Prop art’ became a seriously entertaining passion investment

March 9, 2023

Stephen Lane, the CEO and founder of Propstore, talks about the growth of a unique and valuable passion investment asset class, the importance of authenticity and the pitfalls to avoid when searching for that perfect entertainment memorabilia artifact.

As the CEO and founder of Propstore, Stephen Lane has grown his firm from a cottage industry into one of the world’s leaders in entertainment memorabilia. 25 years after establishing the company and after he and his team have unearthed and put to auction some of the most valuable and exciting artifacts from the history of film and television, Stephen is rightly recognised as one of the foremost experts in his field.

Octavian Pilati: Lessons from the past

April 4, 2022

With a family line that dates to the year 1000, Octavian Pilati learnt from an early age the weight and importance of legacy. But when a crisis saw him taking over the family business at the age of 26 and subsequently shepherding a successful exit, he saw an opportunity to break out on his own and advise others of the pitfalls of fractured family dynamics and unclear succession planning.

Unlocking investment opportunities in private markets

January 5, 2022

Smaller institutional investors have traditionally found it difficult to invest in private markets due to limited access. Titanbay CEO Thomas Eskebaek explains how its platform is helping solve the problem.

Private markets are booming. Over the past decade, average returns on top quartile private equity funds have exceeded 20%, according to Preqin. Global private equity net asset value has grown more than seven-fold since 2002, almost double the growth in public equity markets.

What role can private markets play in a total-portfolio strategy?

November 22, 2021

When our institutional clients want to talk with us about return-seeking strategies, the conversation most often turns to private markets. No surprise. An increasing amount of capital formation and access to growth and income opportunities occur in the private markets.

Acumen, capital and purpose: Family office private equity insights for 2021

February 16, 2021

Family offices can act as reliable providers of direct company equity and debt funding to successful private businesses who are finding it difficult to find sustainable sources of efficiently priced capital from institutional providers currently caught up with responding to Covid liquidity requirements for public companies and governmental agencies.

Execution challenges stifle family office co-investments

September 29, 2017

Family offices are doing less co-investing and active management of their private equity investments, increasingly delegating to funds amid execution challenges, new research suggests.

Family offices are doing less co-investing and active management of their private equity investments, increasingly delegating to funds amid execution challenges, new research suggests.

The newly-released Global Family Office Report 2017 (GFOR) said co-investments made up only 9.4% of the average private equity portfolio among 101 multi-year participants.

Family offices remain wary of hedge funds

May 24, 2013

Despite the Madoff scandal being an increasingly distant memory, concern about financial fraud is still uppermost in the minds of the wealthiest investors, particularly when it comes to hedge funds, according to a recent study.

Corgentum, an operational due diligence consultancy, found that family offices across the US, Europe and Asia are doing much more due diligence on their hedge fund holdings as a result of concerns.

Rudy Giuliani: taking due diligence to the next level

October 26, 2009

Rudy Giuliani is best known as the former mayor of New York, but a joint venture with investment firm Nine Thirty Capital that provides due diligence for families casts him in a new light

Rudy Giuliani admits he is growing tired of being asked whether he intends to run for governor or president. The former mayor of New York, feted as the man who led the Big Apple out of its darkest day in September 2001, is constantly being touted to return to the political big stage.

Rudy Giuliani teams up with family investment firm to tackle fraud

September 16, 2009

Former New York mayor Rudy Giuliani has moved into the area of manager due diligence in the wake of the recent market scandals.

Utilising the experience he gained as a prosecutor and mayor taking innovative approaches to combating fraud and organised and white collar crime, Giuliani has teamed up with investment firm Nine Thirty Capital to launch a joint venture aimed at improving the protection offered to a select group of ultra high net worth families.

Danger: high risk area

June 3, 2009

Last year was the year that diversification didn’t work. For many family offices, diversification was the cornerstone of their risk management approach. In light of the new investing environment, are family offices changing the way they approach risk management?

Last year was the year that diversification didn't work. Traditional investment theory was turned on its head as the majority of asset classes fell in unison. For many family offices, diversification was the cornerstone of their risk management approach and few succeeded in their key goal – the preservation of capital. In light of the new investing environment, are family offices changing the way they approach risk management?