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ultra-high net worth

March 11, 2022

In this week’s FB Roundup, Peloton founder John Foley sells shares to Dell family firm; Barry Sternlicht family office invests in hotel software; and former Abbot Downing family office head Jack Ginter launches service for UHNW clients.

Peloton co-founder sells stock worth $50 million to Michael Dell family firm

John Foley, the co-founder of fitness titan Peloton, has sold $50 million of his personal company stock to Michael Dell’s family investment firm.

The sale comes just a few weeks after Foley stepped down as chief executive, after Peloton lost more than 80% of its market value over the course of a year. Shares in the New York-based equipment and media company have lost about 75% of their value in the past 12 months.

November 10, 2021

Families generally agree with new Campden Wealth research which reveals impact investments delivered “solid financial returns” in 2020, despite Covid-19 disruption, but say more progress is needed in making robust the measurement of positive social change.

Families generally agree with new Campden Wealth research which reveals impact investments delivered “solid financial returns” in 2020, despite Covid-19 disruption, but say more progress is needed in making robust the measurement of positive social change.

September 15, 2021

Wealthy families, foundations and individuals with an estimated total net worth of $328 billion are accelerating their interests in sustainable and impact investing to an unprecedented level, propelled by the Covid-19 pandemic and climate crisis.

Wealthy families, foundations and individuals with an estimated total net worth of $328 billion are accelerating their interests in sustainable and impact investing to an unprecedented level, propelled by the Covid-19 pandemic and climate crisis.

An overwhelming majority surveyed by Campden Wealth in 2021 said the transition to net-zero emission was the “greatest commercial opportunity of our age”. Investors were aligning their portfolios with their climate-conscious commitments and the United Nations’ Sustainable Development Goals.

June 28, 2017

The ultra-high net worth population is set to grow by more than 72,000 people over the next five years, with growth underpinned by urbanisation, female labour participation, and transformative technologies.

The ultra-high net worth population is set to grow by more than 72,000 people over the next five years, with growth underpinned by urbanisation, female labour participation, and transformative technologies.

Threats to the ultra-wealthy include evidence of populist dissatisfaction with the elite, as well as potentially changing views on immigration, national sovereignty and deindustrialisation.

April 25, 2017

More than 5,000 single family offices are now in operation around the globe, according to a pioneering investigation by Campden Research, whose lead author believes it is the most accurate estimation to date.

More than 5,000 single family offices are now in operation around the globe, according to a pioneering investigation by Campden Research, whose lead author believes it is the most accurate estimation to date.

The total figure of 5,300 family offices is seated at the lower end of current estimates: professional services firm Ernst & Young reported at least 10,000 single family offices in its 2016 EY Family Office Guide, while wealth advisor Family Office Exchange believes there are 6,000 in the United States alone.

April 12, 2013

The rich aren’t idle and when they aren’t thinking about work, they’re thinking about health, according to two new surveys.

The rich aren’t idle and when they aren’t thinking about work, they’re thinking about health, according to two new surveys.

Contrary to popular perception the rich aren’t idle, indeed the richer you are the busier you are, found a survey by Ledbury Research, a London-based consultancy.

April 5, 2013

The number of wealthy families that have opted for so-called written constitutions to resolve potential conflicts has surged since the onset of the financial crisis, according to a new survey.

The number of wealthy families that have opted for so-called written constitutions to resolve potential conflicts has surged since the onset of the financial crisis, according to a new survey.

Stonehage Group, a multi family office based in London, said that more than 20% of its ultra-high net worth clients, many of them family businesses, now have written constitutions, compared with just a few percent before the financial crisis.

June 1, 2012

The world’s wealthiest people got even richer last year, but the rate of growth slowed amid ongoing turmoil in the markets. 

The world’s wealthiest people got even richer last year, but the rate of growth slowed amid ongoing turmoil in the markets.

Research by the Boston Consulting Group found that the private financial wealth sector grew by 1.9% to $122.8 trillion (€991.7 million) last year, far slower than the 9.6% and 6.8% increases experienced in 2009 and 2010 respectively.

May 3, 2012

The combined fortunes of Indonesia’s ultra-high net worth population grew by 47% last year, as the Asian country benefited from the commodities boom.

The combined fortunes of Indonesia’s ultra-high net worth population grew by 47% last year, as the Asian country benefited from the commodities boom.

There are now an estimated 775 individuals resident in Indonesia worth at least $30 million (€22.9 million), an increase of about 50 people since the release of the World Ultra Wealth Report 2011.

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