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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.

One family office’s approach to conservation finance in Africa

December 16, 2021

Kathaka is a single-family office deploying capital and strategic resources into investment and philanthropic endeavours, but Caroline Rupert, its founder and chairwoman, says the name has a deeper meaning—Kathaka in Sanskrit means, ‘One who tells a story’.

FB Roundup: Prada, Bahlsen, Adani Group

November 29, 2021

Heir Lorenzo Bertelli vows to keep Prada in the family, ‘Self-understanding’ mission statement for Bahlsen push in US, Gautam Adani says climate change policies must be equitable and pragmatic.

Heir Lorenzo Bertelli vows to keep Prada in the family

Lorenzo Bertelli, heir apparent to Prada, promises to keep the Italian luxury fashion group under family control when he succeeds his father in three years’ time.

Investing in big oil: Going ‘beyond petroleum’

October 27, 2021

The energy sector has fallen from 16% of the S&P 500 just 13 years ago, to below 3% as of today, as our chart shows. If you looked back to the early 1980s you would have seen it was more than 20%.

The energy sector has fallen from 16% of the S&P 500 just 13 years ago, to below 3% as of today, as our chart shows. If you looked back to the early 1980s you would have seen it was more than 20%.

If you add up all of the listed oil majors (BP, Royal Dutch Shell, ExxonMobil, Chevron etc) you get a market cap less than 40% of Apple’s $2.5 trillion (1). It looks decidedly like a one way track, reflecting an irreversible change to investor sentiment, indicative of a future no longer powered by fossil fuels.

How family investors are putting their wealth to work against global challenges

October 22, 2021

Family entrepreneurs attending the leading 23rd European Family Office Forum are putting their money where COP26 politicians’ mouths are by sustainably investing in transformational ventures and gaining healthy returns.

The essential and influential forum will be held by Campden Wealth on 3-4 November. The exclusive gathering returns to its in-person format in London for its 23rd edition.

Healthcare startups, Esophageal treatment, hybrid air vehicles and water sustainability at next Campden Wealth funds and direct investments webinar

October 13, 2021

Exclusive proposals for early-stage healthcare companies fund, a novel esophagus therapy, a hybrid-electric airship and sustainable investments in water conservation will be heard by qualifying family offices and private investors at the latest virtual Campden Wealth Funds and Direct Investments Event on 21 October.

Each of the four investment opportunities will be introduced in 15-minute slots to all family offices and investors online who will be able to ask questions and discuss the potential returns.

Next generation entrepreneurs drive venture capital exposure in family offices

October 7, 2021

The next generation taking charge of family wealth are seizing more opportunities in the world’s $418 billion venture capital space and powering the expansion by family offices into early investments, according to new research by Campden Wealth.

However, the best venture deals continued to be hard to access and most family offices relied on their existing network for deal flow. Recruiting and retaining expertise in venture capital remained a challenge for many family offices.

FB Roundup: Exor, Ford Motor Company, Daily Mail and General Trust

October 4, 2021

Agnelli family’s Exor unites Ferrari with former Apple designer Sir Jony Ive, Alexandra Ford English in driving seat of global Ford merchandising, Extra time for Rothermere bid to take Daily Mail trust private.

Agnelli family’s Exor unites Ferrari with former Apple designer Sir Jony Ive

John Elkann, the Agnelli family scion in control of Ferrari, anticipates “great things” from a new long-term collaboration with Sir Jony Ive, the design mastermind of Apple products.

Russell Investments’ 2021 Global Market Outlook—Q4 update: Growing pains

October 1, 2021

The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.

Amid this backdrop, our outlook favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks.

Key market themes

FB Roundup: Adani Group, Maersk, Ford Motor Company

September 27, 2021

Adani doubles green investment pledge of rival Reliance, Maersk makes waves with series of e-commerce deals; the 40-year vindication of Bill Ford, the auto environmentalist.

Adani doubles green investment pledge of rival Reliance

Gautam Adani, India’s second wealthiest tycoon and leader of his infrastructure and energy empire Adani Group, has announced a $20 billion investment in renewable energy only weeks after rival Mukesh Ambani, India’s richest person, committed to producing the green energy hydrogen.