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New ‘Core Characteristics of Impact Investing’ a roadmap for family investors

April 12, 2019

The “Core Characteristics of Impact Investing” have been unveiled to help family offices interested in creating positive change navigate the growing $502 billion impact market.

The “Core Characteristics of Impact Investing” have been unveiled to help family offices interested in creating positive change navigate the growing $502 billion impact market.

Intentionality, Evidence-Based Investment Design, Impact Management and Contribution to Industry Growth were declared as the core characteristics to provide reference points and practical actions to establish the baseline expectations for impact investing.

What are the best ways for a family to make decisions together?

March 6, 2019

“Why are people talking about family governance?” “What do they mean and why is it important?” “Does family governance mean I need a family council? A family constitution?”

The word governance often sounds intimidating. I recommend replacing it with the term decision-making.

“Why are people talking about family governance?” “What do they mean and why is it important?” “Does family governance mean I need a family council? A family constitution?”

The word governance often sounds intimidating. I recommend replacing it with the term decision-making.

Family brewers of London Pride sell beer business to ferment property portfolio

February 1, 2019

London’s last family brewer Fuller’s has sold its entire beer business to a Japanese firm for $328 million to focus on its lucrative pubs and hotels.

London’s last family brewer Fuller’s has sold its entire beer business to a Japanese firm for $328 million to focus on its lucrative pubs and hotels.

Trusted advisers trade places as Bart Brecht retires at JAB Holding Company

January 16, 2019

The trusted adviser who spearheaded a $50 billion spree of acquisitions over the last five years for Germany’s Reimann family will be succeeded by executives who expanded the portfolios of the families behind Mars and Anheuser-Busch InBev.

Ricard defends French family business from US activist fund Elliott

December 20, 2018

Pernod Ricard has defended its “strong family values” against criticism from activist fund Elliott Management over shareholder returns and governance.

Pernod Ricard has defended its “strong family values” against criticism from activist fund Elliott Management over shareholder returns and governance.

The world's second-largest wine and spirits group has came under fire from US billionaire Paul Singer’s Elliott, which has built up a stake worth about €1 billion ($1.13 billion) equivalent to about a 2.5% stake in the company controlled by the third generation Ricard family.

‘Change the only constant’ as Campden conference helps North American families plan for future

December 10, 2018

After three packed Campden Wealth Conferences in North America, Campden sold out its fourth and final US event for the year, the 13th North American Family Office Conference.

After three packed Campden Wealth Conferences in North America, Campden sold out its fourth and final US event for the year, the 13th North American Family Office Conference.

Held in Boston, the event attracted many of the world’s leading families and predominantly single family offices, for three days of thought-leadership, education, and networking centred around how offices—new and established—can improve operations and maximise efficiency.

Family office growth rockets but succession planning lags in India

December 4, 2018

Family offices are being embraced by India’s wealthiest $2 trillion families, but few families have a robust succession plan in place to secure their fortunes.

Family offices are being embraced by India’s wealthiest $2 trillion families, but few families have a robust succession plan in place to secure their fortunes.

The world’s first study on India’s nascent family office space, released by Campden Research today, found more than half (58%) of Indian families surveyed were interested in setting up, or joining, a family office to manage, preserve and grow their wealth. Half (50%) said they were in the process of establishing their own family office.

Succession beats wealth preservation as top priority for families

November 29, 2018

The world’s business families are making the successful transfer of leadership to the next generation a higher priority than even the safeguarding of wealth in an era of disruption and uncertainty.

The world’s business families are making the successful transfer of leadership to the next generation a higher priority than even the safeguarding of wealth in an era of disruption and uncertainty.

New research by Stonehage Fleming said 69% of respondents spotlighted succession planning as one of their top three concerns for future financial organisation, followed by capital preservation (62%) and tax planning (48%).

How to gain value from family values

November 8, 2018

Family businesses are being urged to define, strategise and raise public awareness of their guiding principles to give themselves the edge over competitors, especially in an uncertain world.

Family businesses are being urged to define, strategise and raise public awareness of their guiding principles to give themselves the edge over competitors, especially in an uncertain world.

Private equity proves pivotal in family portfolios

November 6, 2018

Private equity accounts for 22% of the average family office portfolio worldwide and interest is rocketing among families, a new study by Campden Research says.

Private equity accounts for 22% of the average family office portfolio worldwide and interest is rocketing among families, a new study by Campden Research says.

The new Private Equity Investing and Co-Investment Activity by Family Offices report, released today, said interest in the asset class in the family office community continued to grow, driven mainly by outsized returns and the availability of opportunities “that are deemed superior to those within public equities”.